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 who 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 $100 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 investments held, transactions made, income earned, tax paid and fees charged.
Unwrapping a new KiwiSaver scheme
Consilium's KiwiWRAP KiwiSaver Scheme was one of the first adviser led KiwiSaver schemes available for independent financial advisers. To learn more about how this innovative self-select scheme can benefit investors and advisers, contact our team today!
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.
Featured articles
Those with large KiwiSaver balances taking too much risk
Janine Starks, the author of www.moneytips.nz and a financial commentator with expertise in banking, personal finance and funds management, shares on some of the inherent risks of a single manager KiwiSaver. Janine indentifies Consilium’s KiwiWRAP KiwiSaver Scheme as one of the few viable alternatives, particularly for those with larger balances.
KiwiSaver and you
With KiwiSaver assets now totalling more than $83 billion, the savings scheme provides advisers with a massive opportunity to diversify their revenue streams.
Increase your KiwiSaver portfolio with three simple decisions
What if all the money you need for a good retirement was available via KiwiSaver? To have this sort of financial security, those investors blessed with time need to get only three key KiwiSaver decisions right.
Online access anywhere, anytime
Our platform is desktop and mobile friendly, enabling you to track your investment's progress anytime. Just like an app, you can also have quick access to your Consilium Wrap and KiwiWRAP KiwiSaver Scheme account on your mobile via these steps.
