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Man sitting alone at the edge of a peaceful lake working on his laptop

Real story Privacy is paramount

Ben and Rebecca* are a couple in their early 40s with primary school-aged children. Ben is a partner at a high-profile professional services firm and Rebecca is also a professional but now looks after their children fulltime.

Current financial situation

Ben has an annual income of $1 million. The couple is debt-free with a $1.5 million family home, an ownership stake in his business of $500,000 and term deposits of $200,000.

Future lifestyle goals

The couple wants to retire by 55 and have an annual retirement income of $150,000. A close family member has severe disabilities and they would like to be able to financially support them as needed.

How Bloomsbury helped

Ben and Rebecca are not comfortable with investment risk or volatility nor have they entrusted or delegated their investments to an advisor before. Privacy is paramount for the couple and although they want to establish an investment strategy to cater to their family's future, they previously struggled with this due to privacy concerns.

We established investments for the couple through a trust held by an independent custodian. Ben and Rebecca retain anonymity, are removed from all share registers and receive no correspondence directly from any investment or investment provider. We ensured that their tax affairs are still able to be managed efficiently and compliantly.

Result

Ben and Rebecca are now confident that they are building their wealth strategically to provide for their young family and set themselves up for a great retirement. Rather than worrying about privacy, they can focus on accumulating wealth while they are in the prime of their career earnings cycle.

* 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