Bloomsbury Associates 36 Brandon Street, Wellington Central, Wellington 6140
About the Business
Welcome to Bloomsbury Associates, a renowned establishment located at 36 Brandon Street in Wellington, New Zealand. As a trusted financial institution, we specialize in providing expert financial advice to individuals, families, and charitable organizations.
At Bloomsbury Associates, we understand the importance of planning for your financial future. Our team of experienced financial planners can help you develop a comprehensive financial plan that protects your family and ensures your independence. We believe in crafting tailored solutions that align with your goals and aspirations, making the decision-making process easy and stress-free.
We also excel in wealth management, offering strategies to safeguard and grow your wealth. Our team of experts is dedicated to making your money work for you, helping you achieve financial security and prosperity. With our guidance, you can navigate the complex world of investments and maximize your returns.
As advocates of philanthropic giving, we encourage you to support charitable causes that matter to you. Whether it's leaving a legacy, establishing a scholarship, or actively participating in charitable activities, we can assist you in making a positive impact on the community. Additionally, we promote ethical investing, providing opportunities to invest in socially responsible industries with strong ethical business practices.
Don't just take our word for it - read the true stories of our satisfied clients and discover what they have to say about our services. We take pride in our ability to listen to your goals and aspirations, understanding the areas where you want to make changes. Our team of financial advisers is committed to delivering personalized solutions that provide you with peace of mind in all aspects of your finances.
We are proud to be the only advisers in Wellington to be CEFEX certified, following global best practices. This certification ensures that we adhere to the highest standards of professionalism and ethics in our industry.
Stay informed and educated through our insightful blog, where we delve into the psychology of investing and provide practical tips for financial success.
Bloomsbury Associates is not just about financial services - we also believe in giving back to the community. We are dedicated to supporting the GMRI, a unique cancer research facility that aims to make affordable and non-invasive treatment a reality. Join us in making a difference and supporting this noble cause.
If you are interested in tax-free investments and making a positive impact through charitable contributions, we offer a dedicated investment portfolio managed alongside your other investments.
To determine if we are the right fit for you, we offer a free, no-obligation initial consultation. Book your consultation today and let us show you how we can help you achieve your financial goals.
Visit us at Level 9, Bayleys Building, 36 Brandon Street, Wellington 6011. Experience the Bloomsbury Associates difference and let us guide you towards financial success.
Location & Phone number
36 Brandon Street, Wellington Central, Wellington, New Zealand
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
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