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Woman working with teenager in community garden

Real story Philanthropic focus

Tony and Elizabeth* are in their early 60s with adult children in their 20s who are just finishing tertiary study. Tony is a barrister and Elizabeth is CEO of a community organisation.

Current financial situation

Tony and Elizabeth earn in excess of $1 million annually, are debt free and own their home valued at $700,000 along with two $600,000 rental properties, and inherited farmland worth $2 million. They also have a diversified portfolio of direct shares worth about $2 million but have been too busy over the last decade to review or manage this portfolio.

Future lifestyle goals

The couple wants to retire by 65. They feel they have helped their children enough but might sell their rentals to assist the children into their own homes in the future. They do not have regular savings but will sell down other assets to assist with a planned annual retirement income of $100,000.

Socially responsible investments are important to Tony and Elizabeth and they also want to contribute to their local community. They want to avoid any investments that include arms or nuclear weapons manufacturing, tobacco and gambling.

How Bloomsbury helped

We helped organise and rationalise the Tony and Elizabeth's complicated and neglected financial affairs. We traced and identified all foreign and local investment assets, and consolidated information together then arranged for a tax specialist to review affairs and ensure all became compliant.

We prepared an investment strategy to both provide for their retirement income needs and philanthropic community pursuits, without jeopardising either their own or their children's financial wellbeing. We were able to increase the expected returns from their investments by $26,000 per annum.


Tony and Elizabeth's affairs are now all in order. Elizabeth now has faith and confidence that their finances are being properly managed and easy to understand and identify. The couple will now focus on their final few years of work and prepare for a future of interesting charity work supporting underprivileged people in their local community.

* 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