Bloomsbury Financial Planning

Smart ideas about wealth

Bloomsbury Financial Planning

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Our business

• About Bloomsbury
• How we work
• Key people
  • Jason Butler APFS
  • Campbell Edgar BA (Hons) FIFP, FPFS
  • Carolyn Corless FIFP
  • Robert Lockie BA (Hons) FIFP
• Commitment
• The Certified Financial Planner ^CM
• The Institute of Financial Planning
• Achievements
• RJIS

Wealth management

• Strategic client consultation process
  • The discovery meeting
  • The investment plan meeting
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  • The 45-day follow-up meeting
  • Regular progress meetings
• Portfolio management
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• Personal tax compliance
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• Our investment philosophy

Investment philosophy

• How we think about investment
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• How we build investment portfolios

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