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.
Consilium and FNZ launched the Consilium Wrap ESG profiling tool, the first of its kind in New Zealand.
KiwiWRAP KiwiSaver Scheme reaches $75m invested and maintains the highest average member balance of any KiwiSaver provider.
Evidential Sustainable Targeted Factor Fund launched in April 2024 with a debut of $420m in assets.
Consilium hosts inaugural Growth Forum event in Auckland with international guest presenter Dan Allison and over 120 delegates in attendance.
Consilium celebrates 10 years of championing financial advice.
KiwiWRAP KiwiSaver Scheme grows to over $60m with the highest average member balance in New Zealand.
Consilium becomes a cornerstone shareholder for Cambridge Partners with shareholding of 35%.
Consilium Training Centre is launched, providing access to education across Consilium’s range of solutions.
Evidential Investment Funds officially launched in May 2022, offering the first evidence based global bond PIE fund in New Zealand, with a sustainability overlay.
The new Consilium Wrap is launched in June 2022, bringing the most advanced wrap technology to independent financial advisers in New Zealand.
KiwiWRAP KiwiSaver Scheme officially launched in December 2020 with our first adviser signed in early February.
Assets under administration reached $6.9b; staff numbers grow to 55.
Co-sponsor of the New Zealand Retirement Expenditure Guidelines, published by Massey University.
Over 100 advisers attended the Consilium Partner Firm Conference, with international guest speakers including FNZ founder & CEO Adrian Durham. Synergy digital onboarding goes live.
Assets under administration reaches $4b; staff numbers grow to 35 (as of June). Professor Ben Marshall, MSA Charitable Trust Chair in Finance at Massey University, replaces Bart Frijns as Consilium's independent academic consultant.
Consilium Wrap service becomes the fastest growing customised FNZ platform globally with over 45 firm transfers completed to date and adding $1.1b to the platform in the last 12 months.
Consilium holds its first Foundations Conference, co-hosted with Dimensional Fund Advisors, and launched the first Graphica.
Synergy Investments reaches $300m in the first 3 years.
Consilium takes on full ownership of Synergy, including DIMS responsibilities. Auckland office opened.
Opened new Cambridge Terrace office in Christchurch. Four new socially responsible investment (SRI) model portfolios are introduced to Synergy.
Consilium Wrap smart rebalancing enhancement released. AUT Excellence in Business Support Awards announces Consilium as finalist.
Milestone of $1b assests under administration reached. Investor behaviour expert Carl Richards (aka the Sketch Guy) joins the team introducing a new visual concept to NZ.
A low cost, multiple term deposit facility was introduced to Consilium Wrap, a first for New Zealand.
Consilium partners with global platform provider FNZ, bringing to New Zealand the first independent platform utilising FNZ enterprise technology, designed for independent financial advisers.
The Synergy Investment programme offering nine model portfolios, is launched.
The Consilium name is launched. Thirteen firms now utilising the full suite of partner firm services, with those assets under administration growing over the following five years at an annualised growth rate of 31%.
Dr. Bart Frijns, Director of the NZ Institute of Financial Research and Professor of Finance at AUT, joins the Consilium Investment Committee (CIC) as an independent consultant.
Three new partner firms joined our community and we held our first annual NZ Wealth Adviser Conference, beginning a tradition that would grow every year.
With five staff and three partner firm clients, NZ Wealth was established with one purpose - to provide support services designed specifically for the independent adviser community.
The four original staff are still with the company.
Consilium and FNZ launched the Consilium Wrap ESG profiling tool, the first of its kind in New Zealand.
KiwiWRAP KiwiSaver Scheme reaches $75m invested and maintains the highest average member balance of any KiwiSaver provider.
Evidential Sustainable Targeted Factor Fund launched in April 2024 with a debut of $420m in assets.
Consilium hosts inaugural Growth Forum event in Auckland with international guest presenter Dan Allison and over 120 delegates in attendance.
Evidential Investment Funds officially launched in May 2022, offering the first evidence based global bond PIE fund in New Zealand, with a sustainability overlay.
The new Consilium Wrap is launched in June 2022, bringing the most advanced wrap technology to independent financial advisers in New Zealand.
Over 100 advisers attended the Consilium Partner Firm Conference, with international guest speakers including FNZ founder & CEO Adrian Durham. Synergy digital onboarding goes live.
Assets under administration reaches $4b; staff numbers grow to 35 (as of June). Professor Ben Marshall, MSA Charitable Trust Chair in Finance at Massey University, replaces Bart Frijns as Consilium's independent academic consultant.
Synergy Investments reaches $300m in the first 3 years.
Consilium takes on full ownership of Synergy, including DIMS responsibilities. Auckland office opened.
Milestone of $1b assests under administration reached. Investor behaviour expert Carl Richards (aka the Sketch Guy) joins the team introducing a new visual concept to NZ.
A low cost, multiple term deposit facility was introduced to Consilium Wrap, a first for New Zealand.
The Consilium name is launched. Thirteen firms now utilising the full suite of partner firm services, with those assets under administration growing over the following five years at an annualised growth rate of 31%.
Dr. Bart Frijns, Director of the NZ Institute of Financial Research and Professor of Finance at AUT, joins the Consilium Investment Committee (CIC) as an independent consultant.
With five staff and three partner firm clients, NZ Wealth was established with one purpose - to provide support services designed specifically for the independent adviser community.
The four original staff are still with the company.
Consilium celebrates 10 years of championing financial advice.
KiwiWRAP KiwiSaver Scheme grows to over $60m with the highest average member balance in New Zealand.
Consilium becomes a cornerstone shareholder for Cambridge Partners with shareholding of 35%.
Consilium Training Centre is launched, providing access to education across Consilium’s range of solutions.
KiwiWRAP KiwiSaver Scheme officially launched in December 2020 with our first adviser signed in early February.
Assets under administration reached $6.9b; staff numbers grow to 55.
Co-sponsor of the New Zealand Retirement Expenditure Guidelines, published by Massey University.
Consilium Wrap service becomes the fastest growing customised FNZ platform globally with over 45 firm transfers completed to date and adding $1.1b to the platform in the last 12 months.
Consilium holds its first Foundations Conference, co-hosted with Dimensional Fund Advisors, and launched the first Graphica.
Opened new Cambridge Terrace office in Christchurch. Four new socially responsible investment (SRI) model portfolios are introduced to Synergy.
Consilium Wrap smart rebalancing enhancement released. AUT Excellence in Business Support Awards announces Consilium as finalist.
Consilium partners with global platform provider FNZ, bringing to New Zealand the first independent platform utilising FNZ enterprise technology, designed for independent financial advisers.
The Synergy Investment programme offering nine model portfolios, is launched.
Consilium constantly focus on helping us operate more efficiently, creating a more scalable business, while incorporating best practice from both NZ and globally.
