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Woman standing on a rock overlooking Lake Hawea with hills beyond

Real story Single and wanting early retirement

Nicola* is in her mid-40s and lives on her own. She works in the technology sector and earns $350,000 annually.

Financial situation

Nicola is debt-free and owns her $800,000 home along with an ownership stake in the business she works in of $300,000. She also has term deposits of $100,000, an inheritance of $200,000 and KiwiSaver savings of $80,000.

Lifestyle goals

Nicola plans to retire by 60 and wants to save $120,000 annually now in order to have $100,000 post-retirement. She has a busy social life plus travels overseas regularly for both work and leisure.

She wants to be able to continue to travel and enjoy life fully after 60. Ethical investing is important to her.

How Bloomsbury helped

We set up an ethical investment portfolio for Nicola and reviewed, rationalised and updated her insurances. We also made sure that her accountant was aware of the tax treatment of foreign shares she owns in her US employer, which are part of her remuneration package.


Nicola can have a great time being successful and having fun while having confidence that her financial future is being looked after.

* 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

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Real story 4 - Luxury in retirement

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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

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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

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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

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

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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

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