Personalised Investment Solutions

Kapiti Financial Advice Limited principally utilise the wealth management expertise of either Consilium, or Select Wealth Management, for portfolio management and administration to build personalised and comprehensive investments solutions for our clients.

Consilium Wrap investment platform

Consilium’s Wrap platform provides access to a wide range of investments to build portfolios for our clients. The service includes extensive research and reporting, which allows us and our clients view all holdings, transactions, fees, taxes, and portfolio performance.

Investments are registered in the name of the custodian, FNZ Custodians Limited, but the investor remains the beneficial owner. Holding assets in custody with FNZ Custodians Limited allows Consilium Wrap to increase efficiency, gain access to institutional level investments, and keep fees low.

The Consilium Wrap service has a number of advantages including access to a wide range of domestic and international assets, convenience, lower costs, simplified administration, and transparency.

From our perspective, it gives our clients access to Synergy and Mapua investments provided by Consilium. Synergy offers a wide range of expertly managed portfolios of different investment styles with a variety of return and risk combinations. The portfolios are developed based on recommendations from industry leading investment professionals and are constructed by Consilium based around evidentiary investment principles.

It also gives our client access to the Wrap’s unique term deposit facility, which helps in designing portfolio’s structured for all our clients financial needs and goals, all on one portal. This allows our clients access a range of term deposit providers, often at better than retail rates, and can change between providers on maturity with ease. This facility helps in designing and implementing financial plans.

Select Wealth Management

Select Wealth Management is a New Zealand-owned investment services provider which is part of a group of companies including Clarity Funds Management Limited, Devon Funds Management Limited, Shaw and Partners (previously JMI Wealth) and Tahito Limited.

Through the platform we have the ability to make use of Select Wealth Managements’ Benchmark portfolios. These are our preference and are, in-essence, ‘ready-made’ portfolios which utilise the experience of their investment team.

Alternatively, we can custom-build a portfolio if we think it would better suit your needs. Custom built portfolios have access to a wide range of investment options, some of which are funds recommended or approved by Select Wealth Management.

For both portfolio choices, Select Wealth Management employ the investment research services of sister company Shaw and Partners. Shaw and Partners constantly monitor performance and actively makes adjustments, where necessary, to ensure clients’ investments are well-positioned.

Our Role

Our role is to help you build a plan to achieve your financial goals and advise on a mix of assets that aligns with those goals, to help ensure long-term financial security, growth, and risk management.