Case Study
Managing Partner of Successful Accounting Firm Now Bringing Focus to Building Income Outside the Business
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Craig is a talented accountant who has spent the bulk of his career investing in his businesses and other businesses. While this has proved to be lucrative at times, Craig was now seeking more options around building income streams which did not rely on his sweat equity.
STEP 1
Read the Case Study
STEP 2
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STEP 1
Read the Case Study
STEP 2
Book a call with Salena to discover how you can catapult your investing results
Who are the clients?
Craig is the managing partner of a successful accounting practice in the Goldcoast. He is well loved by his clients and enjoys his role as an accountant for other successful business owners.
Their focus before joining Freedom Warrior had been on investing in shares and other businesses.
What challenges did they have?
Craig had invested in many other businesses and in the share market in the past, but had primarily focused on reinvesting into the growth of his business. While he is now running a successful accounting firm, he recognises the need to build a parallel income from other sources.
What Did Freedom Warrior Do for them?
Freedom Warrior has helped educate Craig on the pros and cons of many new strategies that he had not previously been aware of.
A detailed analysis of how he currently manages profit and capital has created a clear pathway to building a six-figure income outside his business over the next 5 years.
By helping him to understand the potential outcomes and opportunity costs of different decisions, we set out a plan to reduce his current lifestyle burn rate and siphon business profits to maximise the speed to goal.
As part of his journey, he has been introduced to deal makers and A-grade investment opportunities beyond the reach of most investors.
Do You Want To Catapult Your Investing Results?
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