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Peter and Margaret* are a retired couple in their mid 60s with adult children and grandchildren. They were both formerly employed in senior management positions in the investment and technology sectors respectively.

Current financial situation

The couple is debt-free and recently moved into a $1.5 million apartment in the CBD. They have a broker portfolio of $1 million and term deposits worth $500,000. Their children are professionally successful and have been already catered for with education and gifts for home deposits.

Lifestyle goals

Peter and Margaret have an annual expenditure of $100,000 and want this to continue.

How Bloomsbury helped

Peter and Margaret have had investment wins and losses in the past and were keen not to repeat any mistakes. They wanted an exclusive investment service that avoided any unwarranted risk-taking. This type of risk-taking had occurred in the past when the couple thought that they were making "smart" investments with "prestigious" organisations.

We assessed and rationalised their $1 million portfolio and put an investment strategy in place that caters to their income needs. The strategy has clear practices to avoid unnecessary risk but is also far from boring. We were able to increase the expected returns from their investments by $18,000 per annum.

Result

Peter and Margaret are very happy with the relationship focus of Bloomsbury that caters to their specific needs rather than being transactional. They are confident they can maintain their current lifestyle, knowing they have a strong investment strategy backing them.

* Names have been changed to protect privacy