Synergy Investments is provided by Consilium, an independent financial services specialist offering a wide range of innovative solutions for independent financial adviser practices and financial institutions.
Consilium provides financial advisers and institutions access to a custodial wrap platform, an evidence based CEFEX accredited investment solution, a discretionary investment management service (the Synergy Investment Programme) and an innovative self-select KiwiSaver scheme (the KiwiWRAP KiwiSaver Scheme*).
Consilium hold both a discretionary investment management service (DIMS) market services licence and a managed investment scheme (MIS) manager licence issued by the Financial Markets Authority.
As a champion of professional financial advice, and those who deliver it, Consilium works with more than 140 advisory firms across New Zealand, with assets under administration in excess of $6.9 billion.
For more information on Consilium services, visit us at www.consilium.co.nz
*Consilium NZ Limited is the issuer of the KiwiWRAP KiwiSaver Scheme. For more information on KiwiWRAP KiwiSaver Scheme including a copy of the Product Disclosure Statement, visit us at www.kiwiwrap.co.nz.