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ABOUT US

Building long standing relationships is what matters to us.

The one-stop-shop for all your financial needs

We have two businesses trading under the Axiome brand. Axiome Chartered Accountants Ltd is our chartered accounting practice. Axiome Consultants Ltd provides our investment advisory consultancy and investment management services. Our clients include high net worth individuals, companies, trusts and charities. We have found our clients increasingly want a single source for all their financial services and we are uniquely placed to provide that.

So when you are balancing your month-to-month accounting with tax saving and optimising your wealth for the future, it makes sense that we can approach your entire financial life holistically.

We are able to provide this breadth of service because of our expertise, not only in-house, but through strategic relationships with other financial bodies with whom we cooperate to bring our clients best practice services across the board.

  • Accounting services
  • Taxation
  • Business advisory
  • Investment advice
  • Portfolio implementation
  • Wealth management
  • Retirement planning

Many thanks to Philip and the team at Axiome for looking after an investment portfolio for my elderly mother. It was a great pleasure to have very clear and professional advice at all times. The personalised structure of the investment allowed Mum to have a balance of income top-up and growth of portfolio in her later life. Philip was always available and a very kind and considered sounding board when required.

I can only speak very highly of Axiome and do recommend that anybody thinking of getting financial and investment advice to have a sit down and a cup of excellent coffee with Philip.

Dallas Y

“Philip has looked after our accounts for years. I trusted him to manage our investments because he is not pretending to be better than others at guessing the market, but has a strategy based on sound theory and market fundamentals.”

Tim Denne, phd msc

” I have been a client of Axiome Consultants since 2009. There was a rigorous assessment of our investment objectives and risk profile. I was favourably impressed by the information provided on “asset class investment” employed by Axiome. I have been satisfied that the investment holding and reporting structure through MMC and ICSL provides a secure and independent platform. The quarterly and annual reports are reliable and of a high standard.”

PMBC - Trustee

“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 have unquestionable integrity and we would highly recommend them.”

Suzanne O'Leary, January Group Ltd.

We utilised the services of Axiome Chartered Accountants 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

We are a manufacturer and exporter of Industrial Equipment and launched our business 6 years ago. The Axiome team have been an integral part of our journey from a local start-up to growing exporter. They have provided guidance around systems and structure as we have grown. They oversee four companies within our group, including our Australian business, and have helped us greatly in the setup of that business with their expertise and connections in this jurisdiction.

Axiome have a depth of knowledge across several business sectors including our sector, manufacturing and we see them as an essential partner to our business moving forward.

 

Mark Brunton – Managing Director AUTO MOSSA Group of Companies

We have been clients of Philip and his team at Axiome Consultants for over 12 years and have been particularly pleased with their professionalism, understanding and willingness to do the best for us.  The manner with which they deal with our range of taxation requirements as well as the effective and timely financial advise has given us both peace of mind  and a reassurance that we made an excellent decision to engage Philip and his team.

The ability to discuss our financial matters face to face with Philip has been an added bonus. We have navigated through some quite complex matters over the years during which time his explanations, advise and support have been invaluable. We keenly await our annual “catch up” to discuss progress over the last year and strategy for the future.

Philip and his team at Axiome Consultants will be a trusted and integral part of our financial management and planning well into the future.

D & E Hedgley - Trustees, Business owner, Investors

“Philip and his team at Axiome have professionally and efficiently managed our personal taxation requirements since 2008, and through their investment arm provided a comprehensive and sound longterm investment strategy which we can rely on for the future.
Philip’s approach is personable and professional providing good advice to help us make informed decisions. As a trustee, Axiome’s Integrated Service, which combines both accounting services and investment advice has been invaluable in helping us manage trust administration and reporting requirements.
Having built up a relationship over time, it reassuring to talk to familiar people each time, who understand our needs. We are delighted to be able to recommend Philip and the Axiome team.”

CH & SK Trustees

“Philip, Mary and the Axiome team have given me investment advice and managed my finances for several years.They provide clarity and make astute recommendations based on research and analysis. Their integrity and trustworthiness are exemplary. I wholeheartedly recommend them.”

Jacqui O

“We have been with Axiome, ably led by Philip de Lisle, for over a decade. He has taken us through a number of personal and global shifts, ensuring we have sound advice to make sensible and beneficial decisions. We are given individual attention which reflects our personal characteristics and preferences. In difficult times he has been firm and clear in his advice, making sure we avoided potentially unsafe directions, willing to give advice we did not like, but which he considered necessary. Philip is highly personable and trustworthy. We have benefitted much from the service that he and his colleagues have provided, and we recommend Axiome highly.”

Rob & Ann

Our story

In 2004 Philip de Lisle left the corporate world of downtown Auckland and brought his consulting and accounting business closer to home in Devonport for lifestyle reasons.  A core team was quickly formed and has remained stable over the years, with additional staff coming on board to support the growth of the business.  The client relationships have been rewarding and the work across the various practice disciplines has been fulfilling.  Philip has often said: “I’ve got a great team and have quality clients doing interesting things – it’s easy to like my work.” Devonport is a great demographic – a lot of our growth has come from locally based clients with diverse and interesting personal finance and business needs.  Additionally, we continue to work with our wider Auckland-based clients, as well as clients across the North Island, and a number of international clients.

We maintain an excellent professional network of external specialists.  The depth of service and expertise we can draw together for clients is very scalable, and extends to complex trust, tax and commercial needs.  Our investment consulting specialisation is itself connected nationally and internationally to some of the most credible sources of research and prudent portfolio implementation.  We are proud of our position as a provider of independent advice.  As a fee only advisory firm we have no vested interest in the investment strategies we recommend and ensure our interests are aligned with those of our clients.

Our core values

As Chartered Accountants in Public Practice the directors of our two companies are bound by the code of ethics of Chartered Accountants ANZ ensuring that the actions of the team at Axiome are grounded in the core values of our profession.

TRUST

We build trust through professionalism, reliability and action, and welcome regular and open communication with our clients.

integrity

We act with honesty, respect and integrity in all our business and professional relationships.

EXcELLENCE

We are committed to excellence and providing value for our clients by helping them grow successful businesses and long-term wealth.

collaboration

We work collaboratively with both our clients and other trusted professionals to achieve successful outcomes.

Our network of partners

Axiome works in tandem with a network of partners to set up, manage, and monitor your portfolios. This includes using best of breed tools such as the FinaMetrica risk tolerance questionnaire and MonteCarlo statistical simulation methodology to analyse client risk profiles and assess portfolio outcomes over the long term.  

We are members of an independent investment committee, Metis, that regularly meets to review market performance and asset class return projections. MyFiduciary assists us with the development of investment strategies and reviews and monitors the performance of the funds we use in the construction of our portfolios.  

The fund managers that we use, Dimensional Fund Advisors, BlackRock, and Smartshares, amongst others, are highly regarded in the industry. The custodial platform we use has over $1 trillion in assets under administration.  

We do not work in isolation. When you invest with Axiome, there is a wealth of experience involved in the development of your investment strategy.  

Governing bodies & professional memberships

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