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Person standing at the end of a dock looking across Lake Kaniere at sunrise, arms raised to greet the dawn

Real stories

At Bloomsbury Associates, we have a wide variety of clients, all with different needs and wants.

We work with people to understand their family situation and stage of life, their values and priorities, and their future hopes and dreams.

We have clients who are decades away from retirement and don't know where to start on their investment journey. Other clients have been retired for years but need help consolidating their assets and investments.

Some of our clients want to retire in luxury while others want to safe keep their investments for the next generation.

We have clients who really enjoy knowing all about investments and funds while other clients actually hate talking finances and find investment decision-making difficult.

Many of our clients want to formally support charitable organisations but are not sure how to proceed, while some are very clear about the legacy they want to leave.

The one thing all our clients do have in common, however, is a desire to be confident they can reach their future goals.

Read about how we have helped people clarify what they want and need in their future and how to go about realising that future with confidence.

These case studies are real stories based on the experiences of actual clients. They have been edited by us to protect client privacy.

Real story 1 - All about the family

All about the family

We helped this couple increase annual returns by $25,000 so they can better support their children. Read more about All about the family

Real story 2 - Retirement full of 'work' and play

Retirement full of 'work' and play

A working retirement full of overseas travel is a common goal for many clients. Read more about Retirement full of 'work' and play

Real story 3 - Philanthropy through ethical investing

Philanthropy through ethical investing

This couple wanted to help charity through their investments but were not sure how to start. Read more about Philanthropy through ethical investing

Real story 4 - Luxury in retirement

Luxury in retirement

The expected returns from these clients' investments were boosted by $52,000 per annum. Read more about Luxury in retirement

Real story 5 - Philanthropic focus

Philanthropic focus

We help clients consolidate complicated and neglected financial affairs to reach their goals. Read more about Philanthropic focus

Real story 6 - Caretakers of wealth for future generations

Caretakers of wealth for future generations

Inheritance can be a perceived burden. We helped this couple think otherwise. Read more about Caretakers of wealth for future generations

Real story 7 - Exclusive VIP requirements

Exclusive VIP requirements

We offer an exclusive investment service for those who want something extra special. Read more about Exclusive VIP requirements

Real story 8 - Privacy is paramount

Privacy is paramount

Privacy is a common client concern. We will ensure complete confidentiality and discretion. Read more about Privacy is paramount

Real story 9 - Growing estate for heirs

Growing estate for heirs

This highly successful retired couple needed advice on their considerable investments. Read more about Growing estate for heirs

Real story 10 - Worry-free widowed future

Worry-free widowed future

Instead of being concerned about finances, this client can now enjoy her future. Read more about Worry-free widowed future

Real story 11 - Single and wanting early retirement

Single and wanting early retirement

Good planning means early retirement on one income is accessible. Read more about Single and wanting early retirement