Simplify the investment experience and amplify your wealth
Synergy is a discretionary investment management service (DIMS) provided by Consilium NZ Limited. The full name of the DIMS is the Synergy Investment Programme.
MORE ABOUT SYNERGYHelping you reach your financial goals
Our Portfolios
Synergy gives you access to a range of investment portfolios that are expertly managed based on recommendations from industry leading investment professionals.

Consilium Portfolios
The Consilium series offers investors 24 portfolios with different risk profiles, including a range of socially responsible and portfolio investment entity (PIE) portfolios. The portfolios are developed based on research and recommendations from the Consilium Investment Committee utilising an evidence-based asset class investment philosophy.

MyFiduciary Portfolios
The MyFiduciary series offers investors six portfolios with different risk profiles based on research and recommendations from the MyFiduciary Investment Committee. The portfolios are constructed utilising a “core-satellite” approach and are comprised of a mix of diversified low-cost funds and funds that are more actively managed.

Morningstar Portfolios
The Morningstar series offers investors five portfolios with different risk profiles based on research and recommendations from Morningstar Research Limited. The portfolios are constructed based on Morningstar’s extensive research and an investment approach favouring more actively managed funds.
Synergy works for you

Choice
Synergy offers you the choice of 35 portfolios with different investment styles and risk profiles to suit your individual financial goals.

Confidence
Your portfolio is regularly reviewed and rebalanced by our team. Regular reporting keeps you up to date on the performance of your investment.

Expertise
Get access to portfolios developed by industry leading investment professionals and advice provided by your adviser of choice.
News & Insights
More Insights
27 October 2023
Quarterly market commentary - September 2023

27 October 2023
Key market movements - September 2023

27 October 2023
Your happiest time in life is still ahead of you — way ahead of you

26 July 2023
Quarterly market commentary - June 2023

26 July 2023
Key market movements - June 2023

26 July 2023
Don’t fall for the rise in disinformation and scams

28 April 2023
Quarterly market commentary - March 2023

28 April 2023
Key market movements - March 2023

28 April 2023
23 ways the world is getting better

31 January 2023
Quarterly market commentary - December 2022

31 January 2023
Key market movements - December 2022

31 January 2023
12 ways to finally achieve your most elusive goals

28 October 2022
Understanding the dangers of inflation

06 September 2022
New Zealand Retirement Expenditure Guidelines 2022

28 October 2022
Key market movements - September 2022

28 October 2022
Quarterly market commentary - September 2022
Have a question?
Contact your adviser today or view our frequently asked questions.
Frequently Asked Questions