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Articles tagged with 'Consilium'

FANZ sells Synergy to partner

16 August 2018 - Consilium has taken full ownership of the Synergy investment programme after buying out its joint venture partner. 

New business development manager for Consilium

6 April 2018 - Client relationship team brings in specialist with 30 years of experience.

Synergy adds portfolios

3 April 2018 - Consilium and Funds Administration New Zealand Limited (FANZ), joint venture partners in the Synergy Investment Programme, are adding four new portfolios...

Trustees Executors moves to Consilium platform

9 March 2018 - Trustees Executors has transferred custody of its retail clients assets onto Consilium Platform, Consilium’s bespoke custodial wrap service, and the...

People + technology: better together

21 February 2018 - Science fiction writer William Gibson famously noted that “the future is already here – it’s just not evenly distributed.” Without wanting to contradict Gibson, anyone who owns a mobile phone is part of a future defined by artificial intelligence (AI) and its understanding of our behaviour and desires.

Vested outsourcing - How outsourcing is meant to be

9 February 2018 - The concept of outsourcing emerged from business academia in the early 1980s and gradually gained adherents.  Today it’s simply part of normal business practice.

Consilium reports super-charged growth

28 December 2017 - Adviser back-office support firm Consilium is reporting growth of 38 per cent per year.

Consilium adds advice firms

21 November 2017 - Consilium has signed Cliffe Consulting Limited and Alistair Bean & Associates Financial Services Limited.

Going for growth

30 October 2017 - It’s the elusive thing that almost every adviser is looking for. Most have attended countless seminars, roadshows and conferences to unlock its secrets. Many advisers have bookshelves full of wisdom on the subject. But who is really achieving it?

Algorithm handles rebalancing

29 September 2017 - Consilium Platform has launched the first stage of its rebalancing algorithm.

Synergy announces resignation

18 September 2017 - Synergy's business development manager has moved overseas.

Consilium named finalist in awards

14 September 2017 - Christchurch-based Consilium has been named a finalist in AUT Business School Excellence in Business Support Awards. It has is one of three finalists in...

Consilium offers philanthropic solution

3 September 2017 - New Zealanders will soon have the option of asking their financial advisers to help them manage money they want to donate to charity.

Public Trust to lose guarantee

23 June 2017 - An AA rating for Public Trust smooths the way for Government plans to remove its Crown guarantee. 

Consilium hires adviser support rep

31 May 2017 - Financial services specialist Consilium has made two new appointments.  

Renfrew's firm joins Consilium platform

2 March 2017 - Consilium has added another $85 million to its platform. Lyford Investment Management has been added as a client of its full partner firm service. Consilium...

ASB happy with Aegis

15 February 2017 - ASB Bank chief executive Barbara Chapman says its platform business, Aegis, is "performing well" at the moment.

Consilium Platform grows

6 February 2017 - Consilium Platform has added another wealth management firm, with $375 million under management, to its client base.

Coaching key part of holding on to clients

4 November 2016 - “Real” financial advisers will have to embrace behavioural coaching for their clients if they want to sustain their businesses into the future, an investor behaviour expert now working with New Zealanders says.

Term deposits offered via Consilium platform

18 August 2016 - A new term deposit offer on the Consilium platform is another way for advisers to ring-fence their clients’ financial needs and boost their value proposition, the firm says.

Synergy BDM to pick up international lessons

12 April 2016 - Aaron Bowkett is taking a sabbatical from his role at Synergy, the new class DIMS offer from FANZ and Consilium, to study other businesses around the world.

Kepa seeks investment advice support

23 October 2015 - Kepa is forming strategic alliances to provide more support to its wealth management advisers.

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Lender Flt 1yr 2yr 3yr
ANZ 5.79 4.69 4.85 4.99
ANZ Special - 4.19 4.35 4.49
ASB Bank 5.80 4.59 4.75 4.79
ASB Bank Special - 4.19 4.35 4.39
BNZ - Mortgage One 6.50 - - -
BNZ - Rapid Repay 5.95 - - -
BNZ - Special - 4.19 4.35 4.49
BNZ - Std, FlyBuys 5.90 4.89 5.05 5.25
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 4.90 4.95 -
Housing NZ Corp ▲5.80 ▼4.69 ▼4.79 ▼4.79
HSBC Premier 5.89 3.99 4.19 4.69
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 - - - -
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 4.59 4.75 4.79
Sovereign Special - 4.19 4.35 4.39
The Co-operative Bank - Owner Occ 5.75 ▼4.19 ▼4.39 ▼4.49
The Co-operative Bank - Standard 5.75 ▼4.69 ▼4.89 ▼4.99
TSB Bank 5.80 4.74 4.79 4.99
TSB Special - 4.24 4.29 4.49
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.95 ▼4.69 ▼4.79 ▼5.19
Westpac - Offset 5.95 - - -
Westpac Special - 4.29 ▼4.35 ▼4.49
Median 5.89 4.69 4.79 4.85

Last updated: 21 September 2018 11:16am

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