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Real story Retirement full of 'work' and play

Martin and Carolyn* are in their early 50s with no children. They have an extremely busy working life as Martin is a surgeon and Carolyn is a GP.

Current financial situation

The couple earns an annual income of more than $1 million. They are debt free and own a $2 million family home along with a $600,000 rental property and business premises worth $500,000. They have private medical superannuation worth $300,000 and a DIY portfolio of low-cost exchange traded funds (ETFs) worth $1.5 million. They have regular annual savings of $240,000.

Future lifestyle goals

The couple is financially able to retire by 60 but has no intention to do so as they love their work. They are philanthropically minded and fund scholarships for local students and have aspirations to perform charitable medical work abroad. They have a great love of travel and when not at work, are travelling overseas.

How Bloomsbury helped

Initially Martin and Carolyn were very hesitant about trusting us as financial advisers as they had encountered poor advice in the past.

However, after we demonstrated to them our expertise, we were able to consolidate and update their investments, which had been well researched when set up five years ago, but neglected due to work commitments.

We were able to increase the expected returns from their investments by $24,000 per annum.


After their initial hesitancy, the couple is now very happy with how we transformed their original good portfolio into a great portfolio with smart, ethical investments.

Martin and Carolyn are confident that they have delegated their investments to the right people and are focused on continuing to excel professionally, work hard, and relax and travel during any down time. They will have the freedom in the future to enjoy 'retirement' in whichever form they choose.

* 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