Take Control
Transfers control of the investment decisions from a single fund manager into the hands of the adviser and investor.
Take control of
your KiwiSaver investments
A unique KiwiSaver offering
KiwiWRAP KiwiSaver Scheme is an innovative self-select KiwiSaver scheme designed for sophisticated investors that want customisable investment choices, and to enable advisers to tailor portfolios specific to the personal needs of their investors.
In the years since the inception of KiwiSaver, over 3 million New Zealanders have saved over $70 billion into their KiwiSaver accounts. As balances grow, so does the need for advice. Having access to professional advice is key to helping you reach your long term goals.
Giving investors choice and flexibility
Value of Advice
Allows advisers and investors to customise investment recommendations to their specific needs from a list of over 400 investment options.
Transparency
Investors and advisers can see details of underlying investments held, transactions made, income earned, tax paid and fees charged.
Unwrapping a new KiwiSaver scheme
Consilium's Head of Adviser Services, Ben Brinkerhoff, and Head of Wrap Solutions, Dayle McDonald, talk about the new KiwiWRAP KiwiSaver Scheme in detail and how this innovative self-select scheme can benefit investors and advisers.
How it works
Advice
With your adviser, design a portfolio specific to your needs. Your adviser will document this in a Statement of Advice.
Account
Your adviser will open a secure account for you on Consilium Wrap.
Portfolio
Review your portfolio and authorise your details online (including fees).
Transfer
Once authorised, this will trigger an automatic transfer from your current KiwiSaver scheme. Non KiwiSaver cash deposits can also be made at this point.
