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.

The Giving Gauge is a practical tool designed to help people understand their capacity to give, while maintaining confidence in their own financial wellbeing. Enter a few details to calculate your estimated annual giving capacity and see an indicative projection of what that might look like through retirement.

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.