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Axiome can assist you to manage your financial affairs using our integrated investment management and accounting services.

Importantly, and consistent with the ethics of chartered accountants in public practice, we are proud of our position as a provider of independent advice. Our investment consulting specialisation is connected nationally and internationally to some of the most credible sources of research and prudent portfolio implementation. As a fee-only advisory firm we have no vested interest in the investment strategies we recommend so ensuring our interests are aligned with yours at all times.

We offer accounting and taxation services that are tailored to meet the individual needs of your business and we measure our success by your success, placing value on the quality of our advice and relationship.

We offer you

ACCOUNTING SERVICES

Axiome Chartered Accountants specialise in providing top quality accounting, tax compliance and business services designed to meet the specific needs of you and your business. We are proud members of Chartered Accountants ANZ.

investment advice

We provide individually tailored investment solutions that meet our clients’ financial goals, utilising world class portfolio implementation strategies. Our task is to maximise the prospect of clients attaining their investment objectives.

integrated service

Axiome’s overarching approach to managing your financial affairs is to utilise both our accounting and investment specialisations to support you to achieve your personal, family and business goals. This can include helping with trust administration.

Insights

Higher taxes are coming for trusts: the PIE escape route.

The tax rate for family trusts is increasing from a flat 33% to 39% from 1 April 2024. Many Kiwis use trusts to build their retirement savings or pass on…

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Becoming debt-free faster with the ‘debt avalanche’ method

With the combination of the festive season and the recent spike in interest rates squeezing budgets, addressing the level of debt is becoming a priority for some. Whilst assets that…

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Keep calm and carry on

Our Western culture values the idea of activity - being busy is a badge of honour with people listing the number of things they have scheduled in a day with…

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Questions & Answers – Part 2

Philip de Lisle continues his conversation with Chartered Accountants magazine Acuity focusing on current markets and speculative assets.

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Questions & Answers – Part 1

In an interview with the Chartered Accountants magazine Acuity, Philip de Lisle answered questions many investors have been asking.

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Is the pain over for bonds?

Bonds have traditionally been used to cushion investment portfolios from the more volatile movements more commonly experienced in equity markets, as well as generating low-risk income or yield beyond what…

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Bitcoin – should it be in your portfolio?

Bitcoin – virtual money – has been in the news again lately with the collapse in its price from a high late last year of over $67,000 to just under…

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The role of volatility

Volatility levels can sometimes make investing feel like a rollercoaster but volatility, or risk, in other words, is what allows investors to make returns. Risk and return are closely linked. 

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The benefits of diversification

The old adage “don’t put all your eggs in one basket” is especially relevant in the context of investments. Relying on too narrow a base of investments is a sure…

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Residential rental property tax changes

In 2021, the government announced a number of tax changes affecting residential rental property investors. How do these changes apply to you?

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