Partner Services

Develop your ideal advice business

Consilium’s Partner Service provides a comprehensive framework
of support to enhance adviser firm capabilities so they can
better care for their clients.

Enhancing your proposition

  • Communicate your solution with confidence
  • Develop a trust based advice processes
  • Master goal based advice
  • Attract & retain new ideal clients

Professional collaboration with like-minded advisers

  • Mastermind groups
  • Foundations Conferences
  • Communications Workshops
  • Annual Partner Firm Conferences

Increasing time with clients

  • Professional investment governance
  • Clear compliance support
  • Comprehensive communications support
  • Beautiful advice templates
  • Client focused goal-based software and advice tools

Your partners in advice

Partner firms working with Consilium often achieve growth rates well in excess of industry averages.

What’s the most important ingredient enabling advisers to develop and grow their practice? Time. The most effective use of an adviser’s time is to focus on cultivating and strengthening client relationships. Everything else should be delegated or outsourced.

Consilium is the ultimate vested outsourcing partner, offering a comprehensive and transparent investment solution as well as a myriad of advice support, educational and practice management tools. 

Investment Research and Portfolio Design

 

Communicating your solution with confidence

We work extensively with advisers to ensure they can confidently communicate their investment solution to clients and answer all investment questions. We offer a range of client communication tools including articles, quarterly economic commentaries, whitepapers, brochures, 300+ graphs, spreadsheets, and charts to support advisers in guiding investors to make good decisions.

Trust based advice processes

We provide advisers with an end to end advice process, questioning techniques, discovery sheets, advice templates, and communication tools. This extensive tool set enables advisers to quickly establish meaningful client connections culminating in a comprehensive plan customised to the client’s needs and circumstances. We further work with advisers to monitor that plan in regular progress meetings.

Systems and Technology

Utilising technology increasingly allows advisers to run more efficient practices and improve their clients’ experience. Consilium has already developed proprietary tools for cash flow planning, Monte Carlo analysis, Client Relationship Management, construction of Investment Policy Statements and displaying investor risk and return information. Consilium will continue to invest in new technology to enhance adviser firm back-offices to help create even more integrated and seamless advice practices.

Professional investment governance

The Consilium investment solution is internationally certified by the Centre for Fiduciary Excellence (CEFEX) as meeting global best practice standards of fiduciary care. For independent advisers utilising Consilium’s investment solutions, it means their client advice is backed by an institutional-level of investment governance.

Consilium’s comprehensive investment offering provides transparent access to an approved products list, strategic asset allocation methodology, recommended model portfolios, qualitative and quantitative due diligence, an expected returns analysis, fee analysis, negotiated fund discounts, enhanced due diligence, economic commentaries, investor education materials, and much more.

Investment research & portfolio design

Consilium builds and maintains a range of model portfolios for investors working with partner firm advisers. 

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Warwick Walker
Director - AFA, CFPCM Professional
I want to thank Consilium for Ben’s valuable time and input into our upcoming investment seminars. I would definitely recommend that any adviser use Consilium to improve their market.