Consilium has a range of solutions to meet the needs of advisers and their clients
which can be tailored to match individual circumstances.
An enterprise level investment platform that enables digital access to a wide range of investment solutions. Consilium Wrap provides industry leading custodial administration services, supported by a dedicated and responsive service team. With smart rebalancing, digital onboarding, reduced fund manager fees and a highly competitive fee structure, Consilium Wrap is specifically designed for independent financial advisory firms.
KiwiWRAP KiwiSaver Scheme enables advisers to construct and manage personalised KiwiSaver portfolios, and integrate these seamlessly with non-KiwiSaver assets for a total client advice service.
The scheme is held on Consilium Wrap.
Synergy gives you access to a range of investment portfolios that are expertly managed based on recommendations from industry leading investment professionals. The Synergy Investment Programme is a discretionary investment management service (DIMS) provided by Consilium.
With a suite of 30 model portfolios, Synergy is designed for advisers seeking a diversified and robust investment solution.
Neither Consilium nor the Synergy Investment Programme has any connection to Synergy Investments Limited.
Evidential Investment Funds access evidence based investment solutions from world leading international fund managers and offer the selected strategies in New Zealand as Portfolio Investment Entities (PIEs). The PIE fund structure delivers improved tax efficiency for many, and greater tax convenience.
What makes Consilium unique is our ability to offer a personalised range of services to help advisers grow their businesses.
Partner Firm advisers have access to a full suite of diversified investment strategies along with comprehensive tools, templates, coaching and a community of likeminded colleagues.
Consilium provides independent and ongoing investment governance oversight to support advisers and their investment teams in Australia. Our disciplined process gives them the confidence that the investment advice they provide is based on strong foundations, and the investments they recommend are all regularly and thoroughly monitored.
Head of Advice
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Senior Business Growth and Relationship Manager
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