Consilium Wealth Management

Consilium Wealth Management is based in Victoria and is a member of Lifespan Financial Planning. Their website launched with us in late 2020.

Consilium

Project goals

Consilium Wealth Management, led by Principal Financial Planner Nick Zaras, needed a simple and effective website that aligns with their brand while enhancing client engagement and supporting business growth.

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Our approach

We worked closely with Nick to design a cohesive website that integrates practical features and visually reflects Consilium’s brand values.

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Roman-inspired design

The site incorporates a Roman architecture theme, inspired by the Latin meaning of “Consilium.” The logo colours and font are used throughout to create a cohesive and professional look.

Client-friendly features

  • Calendly integration: Simplifies client bookings with an intuitive scheduling tool.
  • Blog and newsletters: Weekly articles, supported by Lifespan, are automatically posted to the site and distributed via a monthly Mailchimp newsletter without requiring input from Nick.
  • Client portal: A dedicated client portal was added to the navigation menu for easy access.

Lead generation

Post-launch, we helped Nick create and integrate an ebook to attract and capture leads effectively.

The result

Consilium Wealth Management’s website reflects their brand identity and simplifies client engagement. With automated content updates, integrated tools, and a professional design, the site supports their business growth while providing a seamless experience for clients.

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