Consilium

Financial Services, Finance & Insurance Sector · 11 Employees
Phone Number: 6433531007
Email Address: support@consilium.co.nz
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About
Consilium offers a wide range of innovation solutions for independent financial adviser practices and financial institutions. We recognise the value of advice and support the quality, reputation and reach of financial advisers across New Zealand, through innovation and globally recognised best practice systems. With a clear purpose to champion professional financial advice and those who deliver it, our solutions provide efficiencies and support so advisers can spend their time where it is most valuable – with their clients. Consilium’s solutions include the Consilium Wrap platform, Synergy Investments, KiwiWRAP KiwiSaver Scheme, Evidential Investment Funds and Consilium Partner Firm Services. 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.
Year Founded
2012
Social Media
Linkedin
Industry
Financial Services, Finance & Insurance Sector
HQ Location
Christchurch, Canterbury 8013, NZ
Keywords
InvestmentsAnalysisCompliancePortfolio desigStrategic asset allocatioPractice managementCustodial PlatformTechnologyKiwiSaverSynergy Investments
Location
2
  • Christchurch, Canterbury 8013, NZ
  • 60 College Hl Auckland, 1011, NZ

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