Our purpose

We champion professional financial advice and those who deliver it

Our mission

We provide innovative, globally recognised best practice systems and solutions to support the quality, reputation and reach of professional advisers

Our vision

We see a world where everyone has access to professional advice to improve their financial security and wellbeing

Knowledge Hub

The investment advisory profession in New Zealand is changing rapidly. Here, we share latest views and analyses of recent developments in the industry.

Tech innovation investment paying off in Consilium Wrap growth

22 May 2019

Read More

The Perfect Time to Talk to a Financial Adviser

14 May 2019

Read More

Consilium announces appointment of Marc Grigg in Auckland

20 March 2019

Read More

What we do

Consilium offers a wide range of innovative solutions for independent financial adviser practices and financial institutions. These solutions include Consilium Wrap Platform, Synergy Investments, Consilium Investment Committee, XPlan CRM.

Our service model extends to other key areas of an adviser’s practice and messaging needs. We offer education, analytical tools, practice management support, networking opportunities and other resources advisers can use to enhance their clients’ investment experience and grow their business.

Consilium’s team of client service specialists work closely with advisers to match our capabilities to their needs.