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Investment committee

We believe having depth of expertise is important to ensure our clients get the best service we can offer. In addition to in-house expertise, we also work with strategic partners. We are members of an independent investment committee that meets regularly to review market performance and asset class return strategies. This consists of asset consultants, financial advisers, governance specialists and economists. The committee meets once every quarter to shape our investment recommendations, review portfolio design and performance of fund managers to benchmarks, and provide ongoing monitoring of investment delivery.

Aaron Drew

Aaron has worked at the institutional asset management level for many years, including seven years for the New Zealand Superannuation Fund on its Investment Committee...
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Noah Schiltknecht

Noah has wide-ranging experience across infrastructure valuation, capital management and the structuring of insurance risk transfer solutions. He holds a Master of Science...
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Joy Marslin

Joy has over 25 years’ experience in leadership roles within the financial services sector, primarily in banking, leading profitable business units and providing strong investment...
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Philip de Lisle

Philip holds a degree in Economics and is a chartered accountant in public practice.  He founded Axiome and offers clients a broad finance experience, detailed knowledge of...
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Henry Ford

Henry comes from a farming background and was a rural banker, farmer, and a retail bank executive before becoming a personal financial adviser. He brings a wealth of experience to investment...
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Chris Tran

Chris holds a Bachelor of Commerce from Victoria University. He is an independent Financial Adviser with a keen interest in financial markets and is highly regarded by his peers for...
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