About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   tmmonline.nz  |   landlords.co.nz
Last Article Uploaded: Monday, July 23rd, 9:57PM
rss
News Bites

Consilium adds advice firms

Consilium has signed Cliffe Consulting Limited and Alistair Bean & Associates Financial Services Limited.

Tuesday, November 21st 2017, 5:59AM

Both firms have transferred to Consilium Platform, a bespoke custodial wrap  service, bringing across a combined $65 million in new funds under management.

Consilium Platform enables independent financial advisers to provide tailored solutions for their clients. Advisers can customise individual portfolios and access a wide range of  investments in multiple currencies, including wholesale managed funds, listed shares and term deposits, at institutional prices.

Bean said: “Consilium Platform has competitive pricing and superior technology to other providers, and the transition team at Consilium made the move painless. This means I get the best value for my clients and can focus on doing what I do best.”

Consilium’s managing director Scott Alman said: “Consilium Platform is one of New Zealand’s fastest-growing custodial wrap service providers, and we are delighted to have both Cliffe Consulting and Alistair Bean be part of that.

“Working with advisory firms like these allows us to fulfil our mission of providing innovative, globally recognised best practice systems and solutions to support the quality, reputation and reach of professional advisers.”

Tags: Consilium

« ANZ KiwiSaver gets top awards...againANZ sells sharetrading business to FNZC »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
Latest Comments
  • Bank fund managers 'conflicted on exclusions'
    “wait....Having looked at the SIPO of Simplicity, they have an ESG policy, which is great, and they mention that they will...”
    13 hours ago by smitty
  • Submitters criticise code suggestions
    “Thanks Harry, that Listener hit-peice fetured many inaccuracies. The problem is, banning commissions clearly flies in the...”
    3 days ago by RS
  • Submitters criticise code suggestions
    “Also, this: http://www.mbie.govt.nz/info-services/business/business-law/financial-advisers/financial-advice-code-working-group/submissions/the-following-submissions-were-received/Citizens-Advice-Bureau.pdf Should...”
    4 days ago by Dirty Harry
  • Submitters criticise code suggestions
    “Careful what you wish for Murray. If you want their views, pick up the Listener....”
    4 days ago by Dirty Harry
  • Submitters criticise code suggestions
    “Given the emphasis on consumer-centricity, where are the submissions from consumer organisations? Unless I am mistaken,...”
    4 days ago by Murray Weatherston
Subscribe Now

Mortgage Rates Newsletter

Daily Weekly

Previous News

MORE NEWS»

Most Commented On
Mortgage Rates Table

Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.79 4.79 4.99 5.35
ANZ Special - 4.29 4.49 4.85
ASB Bank 5.80 4.69 4.89 5.19
ASB Bank Special - 4.29 4.49 4.79
BNZ - Mortgage One 6.50 - - -
BNZ - Rapid Repay 5.95 - - -
BNZ - Special - 4.29 4.49 4.85
BNZ - Std, FlyBuys 5.90 4.89 5.05 5.49
BNZ - TotalMoney 5.90 - - -
Credit Union Auckland 6.70 - - -
Credit Union Baywide 6.15 5.45 5.50 -
Lender Flt 1yr 2yr 3yr
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 5.00 5.20 -
Housing NZ Corp 5.79 4.79 5.05 5.29
HSBC Premier 5.89 4.19 4.29 4.89
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
Lender Flt 1yr 2yr 3yr
ICBC 5.80 4.59 4.69 5.09
Kiwibank 5.80 4.69 4.89 5.35
Kiwibank - Capped - - - -
Kiwibank - Offset 5.80 - - -
Kiwibank Special - 4.19 4.39 4.85
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 5.10 5.45 -
Resimac 5.30 4.86 4.94 5.30
RESIMAC Special 5.00 - 4.75 -
SBS Bank 5.89 4.85 5.05 5.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 4.19 4.49 4.85
Sovereign 5.90 4.69 4.89 5.19
Sovereign Special - 4.29 4.49 4.79
The Co-operative Bank - Owner Occ 5.75 ▼4.24 4.49 4.85
The Co-operative Bank - Standard 5.75 ▼4.74 4.99 5.35
TSB Bank 5.80 4.74 4.99 5.35
TSB Special - 4.24 4.49 4.85
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.95 4.99 5.05 5.44
Westpac - Offset 5.95 - - -
Westpac Special - 4.29 4.49 4.85
Median 5.87 4.69 4.89 5.19

Last updated: 18 July 2018 9:08am

News Quiz

The maximum remuneration model for Australian life insurance advisers is to be set at what?

Upfront 40% + trail 20%

Upfront 50% + trail 10%

Upfront 50% + trail 20%

Upfront 60% + trail 10%

Upfront 60% + trail 20%

MORE QUIZZES »

About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com