Tools

Bloomsbury offers free online tools to help New Zealanders think clearly about money and giving. Each tool is illustrative only - not personal financial advice. If you would like tailored guidance, book a free initial consultation.

For investors with a sharebroker and a $1M+ portfolio, BrokerCheck is a free portfolio review from Bloomsbury’s accredited fiduciaries. Upload a recent broker statement and we will send you a plain-English report on fees, diversification, tax structure, and any conflicts of interest worth knowing about.

Enter a few details into The Giving Gauge about your situation and see an indicative sustainable annual donation - with a projection of how giving might look through retirement. Takes around five minutes.