Hear what our advisers have to say

We have been lucky enough to have the Consilium team working with us for a number of years. When we first started with them, it would be fair to say that we had a very clogged advice pipeline. Through Consilium, we were soon exposed to how the best advisers in the world operate and this transformed our business.

We thought we were signing up for a research team to help us research investment products. In actual fact, what we got was so much more than research. With the help of Consilium, we have transformed our business to a well-oiled machine, improved profitability, improved prospect turnaround time, streamlined our advice process and most importantly, improved the investment experience our clients receive. They are a key part of our team and are focused on helping independent advisers like us achieve our dreams.

— Jared Campbell

After a period of due diligence, I chose to transition my client base to Consilium, primarily as a result of their focussed approach of treating my advisory firm as if I was their number one client.

With the very professional help and guidance of the BDM, they assisted with all aspects of transferring my client base across; from providing help with client correspondence, processing of the transfer, ensuring all aspects of compliance and AML/CFT measures were met, and reporting back with regularity as each process was completed.

Consilium’s on-going and continued support is as if they are an advocate for my business and a member of my staff. Their knowledge of the profession is boundless and the exposure to industry experts worldwide is of great added value. The entire process was seamless, and their support team are to be commended and can be truly relied upon with confidence.

— Alistair Bean

Consilium live and breathe adding value and support to help financial advisers to provide quality, valuable advice. I have been in the profession for over 20 years and as a result of working with the Consilium team, I have been able to enhance my service offering by focussing more on value add planning.

Consilium constantly focus on helping us operate more efficiently, creating a more scalable business while incorporating best practice from both NZ and globally. As a business owner, the support and guidance I have received from Consilium has been invaluable. While they have helped me grow as an adviser, as a business owner they have been a great sounding board on challenges and opportunities I have faced, and they have facilitated contact with like-minded, professional advisers.

— Michael Shears

Consilium have provided me all the tools, support and confidence that has enabled me to have the success that I have enjoyed over the first six months of my new company. I now have a successful and growing business, and a large part of that is due to the Consilium team. Yes, they provide all the hard tools, templates, platform, investment portfolios, process and governance that can help do the job better, but it is all the soft skills that will ultimately make me a better adviser, and have a more credible firm.

I would recommend anyone to work with the world class team at Consilium.

— Hamish Kember

Working with Consilium, as well as unwavering assistance with our growth strategy and execution, we’re able to rely on a really solid baseline to support all other functions that are not 100% growth focused.

In a nutshell, if we want to, we can focus all of our own effort on growth and be ably helped to do so. If we want to add our own efforts to varying degrees to non-growth activities, we have that option should we so choose.

We have the choice to pick from the palette of Consilium services that suit us best.

— Philip Stevenson