Axiome Consultants Ltd is a chartered accounting practice with an investment management specialisation. Our clients include high net worth individuals, companies, trusts and charities.
We aim to provide individually tailored investment solutions that meet our client’s financial goals. Our task is to maximise the prospect of clients attaining their investment objectives taking account of their individual circumstances and risk tolerance.
We are not attached to any one institutional fund provider and offer a range of asset class investment strategies designed to meet each client’s investment needs.
Our investment philosophy is based on the substantial academic framework of Modern Portfolio theory provided by the Nobel Prize winning financial economists.
We believe that Markets are inherently efficient and that it is not possible to consistently 'beat the market' either through timing or individual share selection. Our approach is to work with the markets and provide our clients with market or better returns by utilising asset allocation strategies which increase exposures towards small cap and value asset classes.
We do not work in isolation. Axiome Consultants is a member firm of Metis Research NZ Ltd, which provides independent asset allocation research for firms representing over $250 million in funds under advice. Internationally, we are part of a like-minded network of advisers that is providing tailored financial services for billions of dollars of funds.
Secure custody of client funds is provided by Aegis Ltd - institutionally owned by the ASB Bank. Aegis is New Zealand's largest 'wrap account platform' with more than $9 billion in assets under administration.
"Trustees have a duty to protect the trust capital for the benefit of the beneficiaries, which makes choosing an investment adviser a considered process. As no two trusts are alike, there is no single appropriate investment strategy trusts can employ. Working with Philip and the team at Axiome Consultants provides a structured approach to develop appropriate investment strategies that has helped me as a trustee to respond to changing circumstances and best meet the beneficiaries' interests.
In addition to the regular contact and reports provided, an important facet of the service is the transparency and accountability of the investment implementation together with resources to assist trustees to continue to educate and upskill."
Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited
"We utilized the services of Axiome Consultants Ltd when we acquired Envico Doors in New Zealand. During this time, Philip de Lisle and his staff at Axiome handled the majority of the Accounting activities for our entity in New Zealand.
They have always been attentive to our requirements and without exception have provided the information required in a timely and extremely accurate manner. Philip and his staff have been a pleasure to work with during the past 3+ years."
Robert Johnston, Assa Abloy Entrance Systems, HPDS Division Global CFO
"Axiome have been the accountants for our businesses and our personal matters for a number of years. They provide a professional and efficient service for our regular accounting needs and produce our accounts in a timely manner. Philip takes a personal interest in our business and is proactive with suggestions for improving our financial efficiency. Above all Philip and his team at Axiome have unquestionable integrity and we would highly recommend them."
Suzanne O’Leary, January Group Ltd
"I've been using Axiome Consultants for over 5 years. Phil's team are a true bunch of professionals; friendly, competent and incredibly helpful. They even worked in Northern Hemisphere timeframes to support the launch of my business."
Michael Cranna, Director