consulting PRocesS

 

Investment Planning and Portfolio Management

For each client, we ascertain financial objectives, investment timeframes, analyse risk profiles, cash flow/ income needs and recommend appropriate solutions.  This can include advice on lump-sum investment, retirement planning, UK pension transfers, KiwiSaver and debt repayment.

Institutional banking arrangements are in place to provide secure custodial-based accounts for our client’s funds.  We work with individuals, trusts and not for profit organisations who are looking for a long-term partnership with an adviser to assist them in achieving realistic short and long-term goals with their investment capital.

We have adopted international best practice for managing the investment process.  This has been independently certified and is subject to audit by the Centre for Fiduciary Excellence (CEFEX).

 
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Investment Consultancy

Axiome Consultants has provided independent investment consultancy services at an institutional funds management and professional Trustee Board level including:

  • Investment philosophy definition from the options available
  • Drafting and review of Fund Governance documents, processes and procedures
  • Asset allocation and implementation strategies