How it all started
The Axiome story began in 2004, when Philip de Lisle stepped away from the corporate world of central Auckland to establish an investment consulting and accounting practice in Devonport. A strong core team was formed early on and grew organically as the business grew.
The accounting business eventually became a stand-alone entity, and in 2026 was merged with another accounting firm, leaving Philip and the Axiome Consultants team to focus solely on the financial advice and wealth management business. What hasn’t changed is the personal, relationship-driven approach that defines us.
Lasting relationships
Many of our clients have been with us since the beginning and we are proud of the enduring nature of these client relationships. We aim to walk alongside our clients in their financial journey, offering trusted advice and building genuine long-term partnerships.
We are proud to work with clients locally in Devonport and across Auckland, as well as throughout New Zealand and internationally. Empowering our clients to navigate their financial decisions with confidence is at the heart of what we do.
What we do
We provide tailored financial advice and wealth management to individuals, families, companies, trusts, and charities. Taking a holistic view allows us to bring everything together into a strategy that works for you.
Bringing the right expertise together
Our strength lies in the depth of expertise we bring together. Alongside our in-house team, we work closely with a trusted network of specialists who can provide advice on more complex situations involving tax, trusts or where cross-border issues arise.
Independent and client-focused
Being fee-only means our advice is simple and clear—there are no product commissions or hidden incentives. Every recommendation is made with one purpose in mind: what’s right for you.
A research-driven, disciplined approach
We take investment decisions seriously. Our approach combines careful modelling, long-term thinking, and input from trusted research partners to ensure portfolios are built and managed with discipline and care.
Our core values
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.
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