About Us

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 120 advisory firms across New Zealand, with assets under administration in excess of $6.5 billion.

For more information on Consilium services, visit us at www.consilium.co.nz 

Meet the Synergy Investment Research Providers

Consilium Investment Committee (CIC)

The CIC is a team of investment specialists within the wider Consilium business with extensive domestic and international experience in the financial services industry. The CIC includes an independent academic consultant with a focus on  governance, analytical support and policy review.

About Consilium's investment approach

MyFiduciary Investment Committee (MFIC)

MyFiduciary is an organisation that specialises in the development of investment strategies and frameworks for a wide range of investment organisations. The MFIC is a team of investment specialists who provide recommendations to Consilium for portfolio asset allocations of MyFiduciary portfolios available through Synergy.

About MyFiduciary's investment approach

Morningstar Research Limited

Morningstar is a global provider of investment research and investment data services. Morningstar provides extensive research on Australian and New Zealand shares and managed funds. Morningstar provides recommendations to Consilium for portfolio asset allocations of Morningstar portfolios available through Synergy.

About Morningstar's Investment Approach