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Axiome consultants

Serving your best interests with proven knowledge, depth of expertise and independent advice.

CHOOSING AN
ADVISER

Your choice of an investment adviser is a crucial one, with many factors to consider. Making the choice carefully at the beginning will reap rewards in the long term.

THE INVESTMENT
PROCESS

Axiome have a robust process to help you determine your goals, risk tolerances & income needs. We then tailor-make a plan specifically to meet your personal requirements.

OUR INVESTMENT
STRATEGY

Guided by modern investment we employ ten robustly researched principles for creating well diversified portfolios delivered in a cost-effective manner.

MANAGING YOUR
WEALTH

We will regularly rebalance your portfolio to ensure your investment strategy remains consistent. We will also conduct periodic reviews with you as your goals evolve over time.

Whether you have a lot, a little or no experience with investing, you’ve come to the right place. We’re proud to show you who we are, what we can do for you and why we can make a difference to your financial outcomes.

Typically, people will seek investment advice when faced with significant financial events in their lives: inheriting money, approaching retirement, or starting a family.  

You may be on the road to building your wealth and achieving financial independence or you may already be financially independent and need someone to help take care of your wealth. 

When it comes to making investment decisions, having someone who can help can make a big difference. But how do you find the right person? And why should you trust them with your money? 

Solid financial planning is at the core of sound decision making.

“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

“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

Investing in sustainability

Investing sustainably and ethically can mean different things to different people. Here at Axiome, sustainable investing means being able to offer our clients fund choices that align with their values. In practical terms, this includes providing structured portfolios that include funds from managers who have a rigorous and well-researched methodology for analysing companies. This allows them to exclude the worst polluters and those companies that have high emissions intensity, whilst weighting portfolios towards those companies with lower emissions intensity and those that are innovating to provide solutions to global environmental problems. These large fund managers are also able to actively influence companies they invest in to engage in better stewardship and governance. 

Insights

You can’t eat investment property

As Kiwis, we love property. In fact, homes and real estate make up approximately 43% of total household assets in New Zealand. However, this love affair has started to sour…

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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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