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The lights of the Wellington CBD and waterfront at dusk

Real story Exclusive VIP requirements

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.


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

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