Our Broking service combines your expertise with our experience, professional advice, and relationships to empower your investment choices.
You're in control of your investments and your portfolio administration while we handle the investment transactions for what you want to buy or sell. All the while providing you with access to our specialist expertise and market research (copy from Craigs)
We believe in providing a custodial service that understands your business, creating greater efficiencies and increasing your value as a broker.
Think of our client support team as an extension of your business. We simplify transacting, administration and reporting so your team can focus on what’s important – maximising the investment experience of your clients.
We understand that every business comes with different scale of clients and needs, and you need a solution that can be tailored to your needs. Consilium Wrap is a flexible platform that allow scale, customisation and opens you up to Consilium breath of solutions and services.
We have invested extensively into the design and implementation of the platform, and we are committed to continuous upgrading and developments - so that advisers can be confident that they are receiving the latest technology and features.
Think of our client support team as an extension of your business. We simplify transacting, administration and reporting so your team can focus on what’s important – maximising the investment experience of your clients.
Copy below from NZX Wealth
(copy from Craigs) This service is ideal for those who already have a good understanding of shares and investing and want an investment team who can confidently take care of all the details. You’ll likely be someone who:
Get in touch with one of our Client Relationship Managers and ask how Consilium Wrap can transform your business.
Consilium Wrap imposes no restrictions on investments as long as they can be administered by FNZ. FNZ already provides access to approximately 7,000 different investments. It is usually straightforward to transfer existing assets on to Consilium Wrap.
The financial adviser will provide transaction instructions through Consilium Wrap to the custodian and administrator. The investor and the financial adviser will agree on a method by which transactions are authorised.
No
A cash balance must be maintained in the cash management account to pay portfolio fees and expenses, etc. The financial adviser will assist the investor to determine an appropriate amount.
Interest may be paid on some currencies (including NZD) in the cash management account. Interest, where applicable, is paid monthly.
The financial adviser will be able to explain exactly what documents are required. When investing through an entity such as a trust, additional documentation will be required.
The financial adviser will guide the investor through the closure process, which may involve selling or transferring assets and withdrawing cash. This process is relatively simple.