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Grandmother and grandson counting money stored in a savings jar

Real story Worry-free widowed future

Christine* is a retired teacher in her late 60s with two adult children and grandchildren. Her late husband was an engineer.

Financial situation

Christine is debt free and owns a $700,000 home and has shares and has term deposits of $800,000.

Lifestyle goals

Christine wants an annual income of $100,000 to enable her to spend comfortably without concern, including on overseas travel. Anything remaining will be left to form her estate. She wanted to be sure that her investments do not support any entity that breached child labour laws.

How Bloomsbury helped

We helped restructure Christine's existing investments and made sure that they were appropriate and implemented a strategy to deliver regular monthly income to provide her certainty. We were able to increase the expected returns from her investments by $11,000 per annum.

We worked with Christine's existing lawyer to review and update her family trust and replaced her accountant with a more suitable provider.

Result

Christine can now confidently get on with living and spending knowing that the right team is in place to look after her affairs. Instead of being concerned with her financial future, she can enjoy time with friends and family.

* Names have been changed to protect 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