Consilium Hits $10 Billion, Underscoring a Decade of Innovation, Adviser Partnership and Growth
Consilium has reached a major new milestone, surpassing $10 billion in funds under administration (FUA), affirming its role as one of New Zealand’s leading financial service providers dedicated to supporting financial advisers and their clients.
This achievement comes just months after the company announced it had reached $9 billion in FUA, reflecting the company's exceptional growth and increasing momentum.
Founded in 2014, Consilium has experienced sustained, double-digit annual growth by staying true to its purpose: to provide advisers with the technology, investment solutions, and support infrastructure they need to grow confidently, while giving New Zealanders better access to quality advice and retirement planning solutions.
“Reaching $10 billion is a proud moment for our team,” says Louisa Yandle, Chief Executive of Consilium, “But more importantly, it’s a reflection of the incredible partnerships we have with advisers across the country,” says Yandle. “We’ve built Consilium to help financial advisers scale efficiently, remain future-focused, and deliver better outcomes for their clients. This growth shows that model is working — and that demand for trusted, advice-led investment solutions continues to accelerate.”
A Decade of Growth, and a Long-Term Vision
As part of its long-term strategy, Consilium — now part of the FirstCape Group — will continue expanding the capabilities of its Wrap platform and services. A key area of growth includes supporting FirstCape’s broader technology consolidation strategy. “We’re proud to play a role in the continued success of FirstCape and FNZ’s strategic partnership,” says Yandle. “As we look ahead, we’re excited about the next phase of our growth — expanding the capabilities of Consilium and welcoming new firms who share our values and focus on client outcomes.”
“Consilium’s purpose remains unchanged,” says Yandle. “We’re here to support advisers with the best tools and solutions to enable them to help more New Zealanders access financial advice.”