From robust investment research and model portfolio administration to specialised custodial support, Consilium arms financial advisers with world-class technology and solutions to allow them to compete with even the biggest organisations.
We listen to the adviser community to understand their needs, then build solutions to satisfy them. We offer access to innovative, world class technology and financial expertise with a simple mission – to provide better solutions for advisers and their clients.
Working with adviser firms at every level of their organisation builds collaboration and partnership. It facilitates a sharing of the best ideas and expertise, helping adviser firms to grow and better serve their clients.
With a focus on continuous improvement, we are always looking for ways to innovate, question the status quo, improve systems and streamline processes. This philosophy runs throughout the business.
Knowing our adviser clients by name and the needs of their individual businesses, is part of the Consilium culture. Our experienced and passionate team are here to support the success of our adviser community.
The strength of Consilium’s investment processes are such that we have been independently certified by the Centre for Fiduciary Excellence (CEFEX) as achieving global best practice standards.
Consilium was the first Australasian firm certified for Investment Support Services. Our investment management practices are annually audited by CEFEX to ensure that our processes and procedures remain robust and are being consistently and rigorously applied.
The Consilium Investment Committee are proud to celebrate 10 years of CEFEX accreditation. This achievement highlights our ongoing commitment and continued dedication to the distinguished community of firms certified by the CEFEX.
We’re growing fast and just getting started
Explore the interactive timeline below featuring key moments of our story so far.
Moved to our new office on Victoria Street, Christchurch!
Consilium surpasses $9 billion in assets under management.
New Zealand's first ESG profiling tool introduced, empowering advisers to view and offer personalised ESG insights into their clients' portfolios.
The KiwiWRAP KiwiSaver Scheme reached a milestone of $100 million in investments while maintaining the highest average balance of any KiwiSaver provider.
The Evidential Sustainable Targeted Factor Fund debuted with an impressive $420 million in assets, reinforcing our dedication to sustainable investment solutions. Our two Evidential sustainable PIE funds hit a combined $1 billion in assets under management.
Consilium hosted its inaugural Growth Forum event in Auckland, showcasing our commitment to fostering growth and innovation within the adviser community.
Consilium proudly celebrated a decade of commitment to championing financial advice, marking ten years of innovation and leadership in the industry.
The KiwiWRAP KiwiSaver Scheme grew to over $60 million, boasting the highest average member balance in New Zealand, a testament to our dedication of supporting members' financial futures.
Through our Succession Planning service, Consilium became a cornerstone shareholder in Cambridge Partners, securing a 35% shareholding. This strategic move created future shareholder opportunities and ensured long-term success.
Consilium Training Centre was made live, providing advisers with access to comprehensive education across our range of solutions. This initiative fostered consistent learning and development, enhancing the skills and knowledge of our adviser community.
Evidential Investment Funds became New Zealand's first evidence based global bond PIE fund with a sustainability overlay, reflecting our commitment to evidence-based responsible investing.
Consilium Wrap 2.0 introduced leading-edge global technology to independent financial advisers across New Zealand. The migration included over 15,000 investors, enhancing their investment experience.
Consilium became a shareholder in The Private Office by acquiring a 50% stake.
The KiwiWRAP KiwiSaver Scheme officially signed the first adviser in February, enabling advisers and investors to tailor portfolios to an investor’s specific goals.
Co-sponsored the New Zealand Retirement Expenditure Guidelines, published by Massey University, reinforcing our dedication to supporting retirement planning in New Zealand.
Assets under administration surged to $6.9 billion.
Over 100 advisers came together for the highly successful Consilium Partner Firm Conference, featuring keynote insights from international guest speakers, including FNZ founder & CEO Adrian Durham.
We enhanced our application process with Synergy Investments digital onboarding, streamlining the investor and adviser experience.
Professor Ben Marshall, MSA Charitable Trust Chair in Finance at Massy University, joined as our independent academic consultant, succeeding Bart Frijns. His expertise will provide knowledge to shape our investment strategies.
The Consilium Wrap service becomes the fastest-growing customised FNZ platform globally, completing over 45 firm transfers and adding an impressive $1.1 billion to the platform in just 12 months.
We proudly held our first Foundations Conference, co-hosted with Dimensional Fund Advisors, marking a significant milestone in our commitment to education and collaboration within the industry.
First Graphica was created and released to Partner Firms. The purpose of the book is to support
advisers to answer the many questions investors have about investing.
Synergy Investments reached $300 million in assets within its first three years, demonstrating strong growth and client confidence.
Consilium took full ownership of Synergy, including the DIMS responsibilities, strengthening our commitment to providing comprehensive investment solutions.
New office on Cambridge Terrace in Christchurch opened to accommodate our growing team, enhance our operational capabilities and client support.
Four new socially responsible investment (SRI) model portfolios added to Synergy, expanding our offerings for ethically minded investors.
Smart rebalancing enhancements were made on Consilium Wrap, improving our investment management capabilities for advisers.
Consilium was announced as a finalist in the AUT Excellence in Business Support Awards, highlighting our commitment to excellence in service and support.
Consilium proudly reached the milestone of $1 billion in assets under administration, reflecting our growth and the trust placed in us by clients.
Investor behaviour expert Carl Richards, known as the Sketch Guy, joined our team, introducing a new visual concept to New Zealand’s financial landscape.
A low-cost, multiple term deposit facility was introduced to Consilium Wrap, marking a first for New Zealand and enhancing our investment offerings.
Consilium partnered with global platform provider FNZ to bring New Zealand its first independent platform utilising FNZ enterprise technology, specifically designed for independent financial advisers.
The Synergy Investment programme was launched, offering nine model portfolios to provide diverse investment options for our clients.
The Consilium brand was officially announced, marking a new chapter in our journey. 13 firms were already utilising the full suite of partner firm services, with assets under administration set to grow at an annualised rate of 31% over the next five years.
Dr. Bart Frijns, Director of the NZ Institute of Financial Research and Professor of Finance at AUT, joined the Consilium Investment Committee (CIC) as an independent consultant, bringing invaluable expertise to our investment strategies.
Three new partner firms joined our expanding community, solidifying Consilium’s growing influence and partnerships in the industry.
We hosted our first annual NZ Wealth Adviser Conference, beginning a tradition that would grow and strengthen each year, bringing together thought leaders and advisers from across the country.
With five staff and three partner firm clients, NZ Wealth was established with a clear purpose: to provide specialised support for the independent adviser community.
The four original staff members who helped build the foundation of the company remain with Consilium today, demonstrating their ongoing commitment and dedication.
Moved to our new office on Victoria Street, Christchurch!
Consilium surpasses $9 billion in assets under management.
New Zealand's first ESG profiling tool introduced, empowering advisers to view and offer personalised ESG insights into their clients' portfolios.
The KiwiWRAP KiwiSaver Scheme reached a milestone of $100 million in investments while maintaining the highest average balance of any KiwiSaver provider.
The Evidential Sustainable Targeted Factor Fund debuted with an impressive $420 million in assets, reinforcing our dedication to sustainable investment solutions. Our two Evidential sustainable PIE funds hit a combined $1 billion in assets under management.
Consilium hosted its inaugural Growth Forum event in Auckland, showcasing our commitment to fostering growth and innovation within the adviser community.
Evidential Investment Funds became New Zealand's first evidence based global bond PIE fund with a sustainability overlay, reflecting our commitment to evidence-based responsible investing.
Consilium Wrap 2.0 introduced leading-edge global technology to independent financial advisers across New Zealand. The migration included over 15,000 investors, enhancing their investment experience.
Consilium became a shareholder in The Private Office by acquiring a 50% stake.
Over 100 advisers came together for the highly successful Consilium Partner Firm Conference, featuring keynote insights from international guest speakers, including FNZ founder & CEO Adrian Durham.
We enhanced our application process with Synergy Investments digital onboarding, streamlining the investor and adviser experience.
Professor Ben Marshall, MSA Charitable Trust Chair in Finance at Massy University, joined as our independent academic consultant, succeeding Bart Frijns. His expertise will provide knowledge to shape our investment strategies.
Synergy Investments reached $300 million in assets within its first three years, demonstrating strong growth and client confidence.
Consilium took full ownership of Synergy, including the DIMS responsibilities, strengthening our commitment to providing comprehensive investment solutions.
Consilium proudly reached the milestone of $1 billion in assets under administration, reflecting our growth and the trust placed in us by clients.
Investor behaviour expert Carl Richards, known as the Sketch Guy, joined our team, introducing a new visual concept to New Zealand’s financial landscape.
A low-cost, multiple term deposit facility was introduced to Consilium Wrap, marking a first for New Zealand and enhancing our investment offerings.
The Consilium brand was officially announced, marking a new chapter in our journey. 13 firms were already utilising the full suite of partner firm services, with assets under administration set to grow at an annualised rate of 31% over the next five years.
Dr. Bart Frijns, Director of the NZ Institute of Financial Research and Professor of Finance at AUT, joined the Consilium Investment Committee (CIC) as an independent consultant, bringing invaluable expertise to our investment strategies.
With five staff and three partner firm clients, NZ Wealth was established with a clear purpose: to provide specialised support for the independent adviser community.
The four original staff members who helped build the foundation of the company remain with Consilium today, demonstrating their ongoing commitment and dedication.
Consilium proudly celebrated a decade of commitment to championing financial advice, marking ten years of innovation and leadership in the industry.
The KiwiWRAP KiwiSaver Scheme grew to over $60 million, boasting the highest average member balance in New Zealand, a testament to our dedication of supporting members' financial futures.
Through our Succession Planning service, Consilium became a cornerstone shareholder in Cambridge Partners, securing a 35% shareholding. This strategic move created future shareholder opportunities and ensured long-term success.
Consilium Training Centre was made live, providing advisers with access to comprehensive education across our range of solutions. This initiative fostered consistent learning and development, enhancing the skills and knowledge of our adviser community.
The KiwiWRAP KiwiSaver Scheme officially signed the first adviser in February, enabling advisers and investors to tailor portfolios to an investor’s specific goals.
Co-sponsored the New Zealand Retirement Expenditure Guidelines, published by Massey University, reinforcing our dedication to supporting retirement planning in New Zealand.
Assets under administration surged to $6.9 billion.
The Consilium Wrap service becomes the fastest-growing customised FNZ platform globally, completing over 45 firm transfers and adding an impressive $1.1 billion to the platform in just 12 months.
We proudly held our first Foundations Conference, co-hosted with Dimensional Fund Advisors, marking a significant milestone in our commitment to education and collaboration within the industry.
First Graphica was created and released to Partner Firms. The purpose of the book is to support
advisers to answer the many questions investors have about investing.
New office on Cambridge Terrace in Christchurch opened to accommodate our growing team, enhance our operational capabilities and client support.
Four new socially responsible investment (SRI) model portfolios added to Synergy, expanding our offerings for ethically minded investors.
Smart rebalancing enhancements were made on Consilium Wrap, improving our investment management capabilities for advisers.
Consilium was announced as a finalist in the AUT Excellence in Business Support Awards, highlighting our commitment to excellence in service and support.
Consilium partnered with global platform provider FNZ to bring New Zealand its first independent platform utilising FNZ enterprise technology, specifically designed for independent financial advisers.
The Synergy Investment programme was launched, offering nine model portfolios to provide diverse investment options for our clients.
Three new partner firms joined our expanding community, solidifying Consilium’s growing influence and partnerships in the industry.
We hosted our first annual NZ Wealth Adviser Conference, beginning a tradition that would grow and strengthen each year, bringing together thought leaders and advisers from across the country.
Consilium constantly focus on helping us operate more efficiently, creating a more scalable business, while incorporating best practice from both NZ and globally.
