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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

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What we do

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

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Our clients

Read about our clients and what they say about us. Read more about our clients

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About us

We are the only advisers in Wellington to be CEFEX certified. Read more about us

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Initial consultation

We offer a no-obligation initial consultation so that you can see if we are the right fit for you. Read more about booking an initial consultation

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Bloomsbury blog

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

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Quarterly newsletter

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

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What sets us apart

We craft a personalised strategy for you: this is a longterm partnership based on mutual trust. Read more about what sets us apart

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Philanthropic giving

We are passionate about philanthropy. Support your chosen charity with a named legacy, a scholarship or active participation. Read more about philanthropic giving

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Ethical investing

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

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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

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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

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Your charity: make an impact

With our partner The Gift Trust we have created a way for small donations to make a big impact. Read more about your charity: making an impact