skip to main content

Wellbeing through wealth management

We craft financial strategies to help people reach their goals with confidence.
Contact us for a consultation. There's no obligation. Read more about what we do

How Bloomsbury can help you with financial advice

Looking across Cape Reinga lighthouse towards the sunset

What we do

We give financial advice to individuals, families and charitable organisations. Read more about what we do

Financial planner with spreadsheets and graphs behind a stack of money

Financial planning

We can help plan your financial future, protecting your family and independence. Read more about financial planning

Piggy bank with money

Wealth management

Together our experts can safeguard your wealth and make it work for you. Read more about wealth management

Charity collection jar full of coins

Philanthropic giving

Support your charity with a legacy, a scholarship or active participation. Read more about philanthropic giving

Green shoot sprouting from a jar full of coins

Ethical investing

Invest in socially responsible industries with ethical business practices. Read more about ethical investing

Three generations - grandfather, mother, daughter - looking at an iPad together

Our clients

Read some of our clients' true stories and find out what they say about us. Read more about our clients

Meet our financial advisers

Our team of financial advisers brings a wealth of experience to each individual client's situation. We are experts at listening to your goals, identifying the areas in which you want to make changes, and crafting financial solutions which help make the decision-making process easy. We are here to give you peace of mind in all aspects of your finances.

We offer a free no-obligation consultation so you can see if we are the right fit for you.

Request a free consultation

View of Coromandel beach at sunrise

About us

We are the only advisers in Wellington to be CEFEX certified, following global best practice. Read more about us

Couple relaxing at the bach, reading and looking out at the view

Bloomsbury blog

In our blog we examine the psychology of investing, as well as the practicalities. Read more about our blog

New Zealand red admiral butterfly

Quarterly newsletter

An overview of the markets and market movements, plus articles relating to investments and finances. Read more - our latest newsletter

Powerful microscope used for scientific research

Our charity: GMRI

Help us help this unique cancer research facility to achieve its aim of making affordable and non-invasive treatment a reality. Read more about our charity: GMRI

Audience members delighted by the Contact Festival Playground at the New Zealand Festival - photo by Matt Grace

Our arts charity: NZ Festival of the Arts

We are the inaugural Patron Partner of the New Zealand Festival of the Arts. Join us in supporting them. Read more about philanthropic giving

Green shoots sprouting from jars full of coins - more coins grow larger shoots

Your charity: donor advised funds

A tax-free investment portfolio managed alongside your other investments, dedicated to charitable contributions. Read more about your charity: making an impact