John, a 68-year-old retiree in Melbourne, faced the exciting yet daunting challenge of planning his next chapter. With a combined $1.5 million of investable cash (inside and outside super), $500,000 in superannuation, and proceeds from a recently sold investment property, John wanted to ensure he could enjoy his golden years while preserving his wealth for future generations.
John approached Bloom with three key concerns: aiming for a stable income of $60,000 per year, managing risk during market downturns, and maintaining access to emergency funds.
Thanks to Bloom’s careful planning, John now enjoys a comfortable, self-funded retirement and peace of mind, knowing he will leave behind a legacy for his grandchildren.