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.

2019 Consilium Adviser Conference

25 March 2019

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New Synergy design reflects new era

04 April 2019

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Consilium announces appointment of Marc Grigg in Auckland

20 March 2019

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What we do

Consilium offers a full suite of diversified investment strategies to help advisers build comprehensive investment solutions for their clients. These solutions incorporate performance and tax reporting. Our efforts are guided by evidence based beliefs about markets, diversification and investment trade-offs.

Our service model extends to other key areas of an adviser’s business 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.