Consilium Wealth Management

Consilium Wealth Management’s Principal Financial Planner, Nick Zaras, was a delight to work with during this build. He had a simple and effective plan in mind for his website and we were thrilled to help him achieve this.

Playing on the Latin meaning of Consilium’s name, the website adopts a Roman architecture theme to its imagery and utilises the company logo colours and font to create a cohesive brand and feel.

Consilium uses several features that make it easy for their clients to engage, including integrating Calendly’s booking service and a blog that Consilium leverages with support from their licensee, Lifespan. Without Consilium lifting a finger, the articles are posted weekly to their site and automatically distributed to their email list in a monthly newsletter service integrated via Mailchimp.

After launch, we supported Nick in creating and integrating an ebook to generate leads. Nick also wanted to add the client portal to his website as a helpful addition for his clients, which we facilitated through the navigation menu.

Ultimately, Nick was wonderful to work with and we love that we helped their business grow.