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Tramper looking across a steep valley in the Fiordland National Park to the Southern Alps beyond

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Initial consultation

As part of our service, we offer a free initial no-obligation consultation so that you can see whether Bloomsbury Associates are the right advisers for you.

And when we say 'no obligation', we mean it. If, after meeting us, you decide we're not for you, then no problem at all, we'll do our best to put you in touch with someone better placed to help. We like to forge long term partnerships with clients based on mutual trust so we need to be each other's best fit.

Request a consultation by filling in the form below, and take the first steps to financial freedom.

Form fields marked with an asterisk * are required. The information you provide is kept completely confidential, as required by our obligations under the Privacy Act 1993.

Your contact details

When is the best time to contact you?

Consultation attendee/s

If you share your finances with someone else (for example in a relationship), it's best if you both attend the consultation.

Your partner's contact details
Your reasons for wanting investment advice

Please tick the 5 most important statements to you:

Your motivation levels

Where 1 = not at all motivated and 5 = very highly motivated

Your current financial situation

In order that we can best assist you, please complete the following fields:

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