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Last Article Uploaded: Saturday, July 11th, 12:05PM
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Articles tagged with 'Consilium'

Market timing - what a wicked idea

16 April 2020 - Renowned investor and author Charles Ellis once said “Market timing is a wicked idea – don’t try it, ever”

Understanding rebalancing: A portfolio well invested doesn’t do things in excess

6 April 2020 - Consilium Head of Adviser Services Ben Brinkerhoff says rebalancing enforces good investor behaviour in these turbulent times.  

Consilium appoints head of wrap platform solutions

16 December 2019 - Consilium has appointed a new face to lead its wrap platform solutions.

Platform wars heat up

11 December 2019 - NZX's Wealth Technology platform has signed up a new investment group, just as MMC takes control of Aegis and Consilium rolls out a new version of the FNZ platform.

Adviser only KiwiSaver product in development

11 June 2019 - [UPDATED] Consilium is looking to build a KiwiSaver product which will shake up the market and be distributed through advisers only.

Consilium Wrap on track for $4b

20 May 2019 - Consilium says its wrap service will grow to $4 billion in funds under administration in the next calendar year.

Consilium apppoints new Auckland BDM

14 May 2019 - Independent financial services specialist, Consilium has a new Auckland-based BDM, replacing Helen Robertson.

Consilium joins FSC

20 December 2018 - The Financial Services Council has added Consilium New Zealand as its newest member.

Olympic gold medalist joins Consillium

13 December 2018 - Consillium adds an Olympic medalist to its team in a business development role.

[The Wrap] Has the Code been cracked? Celebrating success; Market warning

12 October 2018 - Oh what a week: A second crack at a Code of Conduct for advisers, a stark warning from the NZ Super Fund and a real Kiwi success story.

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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  • Harking back to the old days
    “Tactical move by CIGNA and looks like they have a lot of bench strength now in sales, underwriting and product / pricing...”
    2 days ago by hitting rock
  • Greens want ACC extended to cover sickness
    “Never happen. The Greens are such an aspirational bunch. Must all the weed. They 'want' all sorts of unlikely things...”
    2 days ago by All hat no cattle
  • Harking back to the old days
    “Really positive news. NZ has been blessed by many successful leaders and it is good that their skills can skill be utilised...”
    2 days ago by Francis L
  • Harking back to the old days
    “I dare say Cigna just got that extra grunt it's been looking for....”
    2 days ago by Matron
  • Greens want ACC extended to cover sickness
    “The Greens have no idea The purpose of the Woodhouse report was to remove the "at fault" component of accidents Sickness...”
    3 days ago by LNF
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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
AIA 4.55 3.19 3.19 3.49
AIA Special - 2.69 2.69 2.99
ANZ 4.44 3.15 3.25 ▼3.39
ANZ Special - ▼2.55 ▼2.69 ▼2.79
ASB Bank 4.45 3.19 3.19 3.49
ASB Bank Special - 2.69 2.69 2.99
Bluestone 4.44 4.44 4.44 4.44
BNZ - Classic - 2.65 2.69 2.99
BNZ - Mortgage One 5.15 - - -
BNZ - Rapid Repay 4.60 - - -
BNZ - Std, FlyBuys 4.55 3.25 3.29 3.59
Lender Flt 1yr 2yr 3yr
BNZ - TotalMoney 4.55 - - -
China Construction Bank 4.49 4.70 4.80 4.95
China Construction Bank Special - 2.65 2.65 2.80
Credit Union Auckland 5.45 - - -
Credit Union Baywide 5.65 4.75 4.75 -
Credit Union South 5.65 4.75 4.75 -
First Credit Union Special 5.85 3.35 3.85 -
Heartland 3.95 2.89 2.97 3.39
Heartland Bank - Online - - - -
Heretaunga Building Society 4.99 4.35 4.45 -
HSBC Premier 4.49 2.60 2.65 2.80
Lender Flt 1yr 2yr 3yr
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 3.99 2.58 2.68 2.79
Kainga Ora 4.43 3.29 3.39 3.85
Kiwibank 3.40 3.40 3.54 4.00
Kiwibank - Capped - - - -
Kiwibank - Offset - - - -
Kiwibank Special 3.40 2.65 2.79 3.25
Liberty 5.69 - - -
Nelson Building Society 4.95 3.45 3.49 -
Pepper Essential 4.79 - - -
Lender Flt 1yr 2yr 3yr
Resimac 3.49 3.45 3.39 3.69
SBS Bank 4.54 3.29 3.19 3.49
SBS Bank Special - 2.79 2.69 2.99
The Co-operative Bank - Owner Occ 4.40 ▼2.69 ▼2.75 ▼2.99
The Co-operative Bank - Standard 4.40 ▼3.19 ▼3.25 ▼3.49
TSB Bank 5.34 ▼3.35 3.49 3.79
TSB Special 4.54 ▼2.55 2.69 2.99
Wairarapa Building Society 4.99 3.75 3.99 -
Westpac 4.59 4.15 4.09 4.49
Westpac - Offset 4.59 - - -
Westpac Special - ▼2.55 2.69 2.79
Median 4.55 3.19 3.22 3.39

Last updated: 10 July 2020 9:02am

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