Wealth management

Our job is to safeguard your wealth and make it work for you.

Good wealth management is based on expert advice, a relationship of trust between adviser and client, a full range of investment choices, and a safe and transparent process of decision-making. At Bloomsbury, you can expect a focus on the following values in our wealth management approach:

Professionalism

We pride ourselves on our high level of expertise, and you can be assured that our insight and advice is based on substantial experience. We are the only advisers in Wellington to be certified by the Centre of Fiduciary Excellence (CEFEX), an independent global assessment and certification organisation. We bring a trusted wider network of professionals to offer specialist advice across different sectors.

Trust

Many clients comment on our personal, relationship-focussed approach that seeks a long-term relationship of trust. We really listen to your particular values, goals, and circumstances. And we have no conflicts of interest when it comes to your investments; no-one else pays us to tell you where you should invest your money.

Clarity

Clients come with different levels of experience, confidence, and definition about their financial goals. We help to bring clarity to the direction in which you want to head, and how best to choose between the many outstanding investment options, including ones with a particular ethical focus. We accommodate changes in your goals and/or circumstances as we go along.

Giving

We specialise in the rewarding activity of organised giving, and can help craft a personal philanthropy plan for you. See Philanthropic giving for more information.

Detailed financial plan

At its foundation good wealth management will always have a detailed, tailored financial plan. Visit our Financial planning page to understand more.

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