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Looking across Cape Reinga lighthouse towards the sunset

What we do

We help private investors, families and charities to obtain their future goals with confidence.

We know that wealth is about a lot more than money. We enable our clients to live their lives to the fullest, focus on loved ones and contribute to the causes they care about.

Most of our clients have a reasonably clear idea of what they want for their future, whether it be assisting children through university, buying a holiday home, creating a charity legacy, enjoying an early retirement or leaving behind inheritance for loved ones.

Achieving these goals relies on making the right financial decisions at the right time, over the short and long term. This is where Bloomsbury Associates come in.

We take the time to understand what you want in life and what is most important to you. We then provide you with best practice wealth management solutions so you can enjoy life without stressing about your investments.

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Tramper gazing across a steep river valley towards Aoraki Mt Cook

What sets us apart

We craft a personalised strategy for you and continue to consult and to understand any changing goals: this is a longterm partnership based on mutual trust. Read more about what sets us apart

Couple with their arms around each other looking out across Milford Sound

Our process

It begins with a conversation about your life, your aspirations, your motivations, your passions and principles, and your needs and wants. Read more about our process

Yachts moored at sunset in Port Chalmers on the Otago Peninsula

Investment videos

We invest carefully and wisely for the longer term, basing our strategy on well-established facts, not guesswork. These videos provide an overview of our approach. Read more about investment videos