Consilium Wealth Management is based in Victoria and is a member of Lifespan Financial Planning. Their website launched with us in late 2020.
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 Financial Planning. Without Consilium lifting a finger, the articles are posted and automatically distributed to their email list in a monthly newsletter service integrated via Mailchimp.
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, Consilium was wonderful to work with and we love that we helped their business grow.