Synergy is designed to simplify the investment experience and amplify your wealth
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
29 April 2022
Quarterly market commentary - March 2022

29 April 2022
Key market movements - March 2022

29 April 2022
How to feel rich

09 March 2022
Navigating geopolitical events: Ukraine and its impact on markets

08 March 2022
Synergy update – Fund manager responses to Ukrainian crises

02 March 2022
Russia, Ukraine and a lesson in diversified investing

27 January 2022
Quarterly market commentary - December 2021

27 January 2022
Key market movements - December 2021

27 January 2022
5 tiniest (yet seriously impactful) strategies to upgrade your life in 2022

13 December 2021
New Zealand Retirement Expenditure Guidelines 2021

21 November 2021
Synergy surges to $800m, adds Morningstar models

11 November 2021
Morningstar portfolios find a new Synergy
Have a question?
Contact your adviser today or view our frequently asked questions.
Frequently Asked Questions