While most investors can get caught out looking for high returns or chasing the next big thing, there are other crucial factors you should take into consideration when choosing how to invest – understanding what is important to you, the level of risk you are comfortable with, your investment timeframe and your goals.
How do I know my money is secure with you?
Your money's security is paramount to us. We utilise a third-party platform, FNZ, renowned as the world's largest custodial service, ensuring rigorous segregation of duties and providing both security and convenient online access. Consilium facilitates our access to the FNZ platform, offering an independent and secure repository for your investments with online accessibility.
How do you invest your funds
We partner with MyFiduciary, an independent research house, to design investment portfolios aligned with your goals. They use rigorous research to ensure the best outcomes. We don't receive any commissions or incentives from the funds we recommend. This means our decisions are solely focused on your best interests, without any conflicts.
How do I know if investing is right for me?
To know if investing is right for you, we use Planolitix, a helpful financial modelling software. It creates visual representations of your financial situation now and in the future, considering changes like income, housing, and family plans. This tool helps us provide clear advice and stress tests your plan for unexpected events.
Wealth Services
We use our expertise to guide the way to wealth and prosperity through business, investing and property.
Our team are here to help get you started or to simply have a chat.
Tell us your unique requirements and find out how we can help
Services
Holistic Financial Advice
Investment Advice
KiwiSaver
Holistic Financial Advice
