Welcome to Bloomsbury Associates
An independently-owned practice providing professional financial advice to private investors, family trusts and charities.
We focus on your goals
We don't do cookie-cutter. We take the time to find out exactly what is most important to you, and then we put together a personalised strategy to maximise your chances of achieving this.
Our investment strategy is evidence-based
We don't claim to be able to predict what the market will do, and we don't read tea-leaves either. Instead we invest carefully, and wisely, for the longer term, basing our strategy on well-established facts, not guesswork.
Our advice is unbiased
We have no conflicts of interest when it comes to your investments. We're working for you, and we're on your side. No-one pays us to tell you where you should invest your money.
We meet global standards of excellence
We don't just meet minimum standards in our work, we meet international best practice requirements. Our services are independently audited against these benchmarks - and we're the only advisers in Wellington to do this.