Our Solutions

Consilium provides better solutions for advisers and their clients. We bring passion, commitment and dedication to every aspect of our business, whether it is improving the investment experience, enhancing business processes or imparting wise counsel.

Consilium Platform

Consilium platform is a custodial wrap service that has been created to enable independent financial advisers to provide tailored solutions for their clients. Advisers can customise individual portfolios as well as access a suite of diversified model portfolios. Consilium Platform delivers increased trading efficiencies and a unique and low cost multi term deposit facility.

Download the brochure or visit consiliumplatform.com for more information

To receive physical copy of the brochure, contact us at support@consilium.co.nz

Synergy Investments

For advisers who want to provide their clients with a discretionary investment management service (DIMS) but who do not want to be individually licensed, we offer Synergy Investments. Synergy has its own DIMS licence, which allows a portfolio to automatically handle cash flows and rebalancing without needing client approval.

Download the brochure or visit www.synergyinvestments.co.nz

To receive physical copy of the brochure, contact us at support@consilium.co.nz

Partner Services

Consilium provides Partner Firm advisers tools, templates, experience, coaching and a community of likeminded colleagues. Consilium also offers a full suite of diversified investment strategies to help advisers build comprehensive investment solutions for their clients. Our team of client service specialists work closely with advisers to match our capabilities to their needs.

View our Investment Committee

View our Investment Portfolios

KiwiSaver

Consilium provides advisers with ongoing due diligence, investment research and templates to provide personalised or class KiwiSaver advice, so advisers can focus on relationships and how KiwiSaver fits into their clients’ overall financial picture.

Business Support

Service
The value added to you?
Economies of scale
Your costs substantially decrease as you benefit from our negotiated discounts from investment managers and multiple service providers.
Advice processes
An effective and systemised advice process customised to your business, making you less dependent on staff and more certain of your business outputs.
Client engagement
Increased client retention, new business ratios and referral opportunities using our discovery meeting process and education/communication materials.
Business coaching
Support and solutions to your business needs that enable you to achieve your goals and overcome any hurdles currently blocking your path.
Compliance
Our templates and systems help you comply with changing legislation. We can also assist with DIMS licence applications. We arrange compliance reviews and audits to support advisers.