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Looking up at tree fern canopies silhouetted against the sky, Whakarewarewa Redwood Forest, Rotorua

Real story Philanthropy through ethical investing

David and Rosemary* are a retired couple in their early 60s with adult children who are settling down and having their own children. David formerly ran a business while Rosemary raised their family.

Current financial situation

The couple is debt free, owns their own home valued at $700,000 along with several rentals, a holiday home and land worth $3 million in total. They have term deposits worth $500,000 and are part owners of an inherited family business worth $20 million.

Lifestyle goals

David and Rosemary's children have already been gifted properties and the inherited shareholding in the family business provides ample annual income for their modest needs. They wanted to use their excess annual income of $500,000 for charitable purposes through ethical investments but were not sure how to start.

How Bloomsbury helped

We set up a "green/sustainable" investment portfolio for accumulating their excess income, instead of the couple continuing to purchase real estate. Through a donor-advised fund, we set up a tax-free charitable account for David and Rosemary and their family to gift into and make donations from. We also implemented a strategy around accumulating funds and prudent distribution and grants.

Bloomsbury engaged a philanthropy consultant to develop the couple's ideas for charitable assistance to the local environment, scope the opportunities and engage with existing entities and organisations to ensure their donations will have a positive, lasting impact.

We ensured David and Rosemary's legal affairs were reviewed and entities updated to ensure the correct governance was in place.


With their own modest affairs catered for, David and Rosemary are now happily focused on their charitable and environmental causes with the ongoing engagement of their wider 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