Bloomsbury Associates
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
How Bloomsbury can help you with financial advice
What we do
We give financial advice to individuals, families and charitable organisations. Read more about what we do
Financial planning
We can help plan your financial future, protecting your family and independence. Read more about financial planning
Wealth management
Together our experts can safeguard your wealth and make it work for you. Read more about wealth management
Philanthropic giving
Support your charity with a legacy, a scholarship or active participation. Read more about philanthropic giving
Ethical investing
Invest in socially responsible industries with ethical business practices. Read more about ethical investing
Our clients
Read some of our clients' true stories and find out what they say about us. Read more about our clients
Meet our financial advisers
Our team of financial advisers brings a wealth of experience to each individual client's situation. We are experts at listening to your goals, identifying the areas in which you want to make changes, and crafting financial solutions which help make the decision-making process easy. We are here to give you peace of mind in all aspects of your finances.
We offer a free no-obligation consultation so you can see if we are the right fit for you.
About us
We are the only advisers in Wellington to be CEFEX certified, following global best practice. Read more about us
Bloomsbury blog
In our blog we examine the psychology of investing, as well as the practicalities. Read more about our blog
Quarterly newsletter
An overview of the markets and market movements, plus articles relating to investments and finances. Read more - our latest newsletter
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
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
Your charity: donor advised funds
A tax-free investment portfolio managed alongside your other investments, dedicated to charitable contributions. Read more about your charity: making an impact