Case Study

Busy Software and Web Design Business Owners Are Making Up for Lost Time By Exploiting Property Investment Deals delivering 8%-13% NET RETURNS

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Another investing case study

In this case study, busy business owners Matt Brickwood and Danielle Connelly share how they kickstarted their property investing journey with deals offering 11-20% pa net returns without needing to source the deals themselves.

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Who are the clients?

Matt and Dani are a husband/wife team that have built a successful software development and web design business.

Before joining Freedom Warrior, their focus was on investing in lifestyle activities, with limited investments in shares.

What challenges did they have?

Both Matt and Dani were interested in wealth and investing but had been unhappy with the returns they could see in the Australian property market for typical residential real estate. They disliked the idea of assets that might offer capital growth but were unlikely to deliver meaningful cash-flow until decades down the track.

They had invested in some shares, recognised the exposure to volatility in these markets, and wanted to be diversified into other assets. Also, Matt and Dani were conscious of the current economic turbulence and uncertainty and were concerned about growing their wealth during a looming recession.

Because they had begun their investing journey later in life, they sought holistic wealth guidance on selecting killer investments and were anxious to make up for the lost time. They knew that this was the right time to get support to fast-track their results.

They were in a situation where their business results were starting to catapult, and they had limited time and skills to go out looking for the ‘right’ deals.

Matt and Dani did not feel they could rely on a good business sale in 5 years, so they were concerned about being trapped in the business if they did not take action.

 

Matt B. & Danielle C., NSW

I was looking for access to better deals. I was frustrated that I knew there were great deals out there but couldn’t figure out how to find them. I wanted to play too.

Since being part of the Freedom Warrior Program, I better understand myself, what I want and how to get there. I have been prompted to answer questions I didn’t even know I needed to ask. I now know how to analyse opportunities and take actions to build my portfolio.

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Salena

What Did Freedom Warrior Do for them?

The starting point was to identify their goals. To replace their living expenses with income from their investments within seven years was the primary goal and to do it in a way where the investing itself was not a distraction from their primary business. This would allow them to maintain their lifestyle and take sabbaticals from the business if they wanted to.

The starting point was to build out a detailed Investment Acceleration Strategy. We documented their goals, the structures they would need, the estimated capital they would inject over time and the specific strategies that might be suitable.

Once this was clear, we mapped out some forecasts for how different courses of action would impact results over time. This made it easy to identify the investments that aligned with their plan and which ones did not.

By helping them to understand the potential outcomes and opportunity costs of different decisions, we set out a plan to reduce their current lifestyle burn rate and siphon business profits to maximise the speed to goal.

Their preference was to lean towards more hands-off investments, which would offer the highest returns (11-20% NET pa). In particular, they have been most attracted to the small private fund model, which allows them to diversify across different investment types, geographies and invest with many different teams and individuals.

They are on track to producing a high 6-figure income from their new investments and are excited about the prospect of never having to go looking for deals. Instead, they can proactively plan where to put their capital months before it arrives.

Most excitingly, the plan they have in place puts them in the position of being able to stop working within 5-7 years and with no pressure to sell the business for a high price.

Meanwhile, their investments will continue to thrive during economic turbulence and do not require a rising market to deliver the projected returns.

Because of access to the buffet of premium deal flow, their plan will shave approximately 25 years off their timeline to reach their financial goals.

New timeline to possible retirement Average annual NET ROI on new investments
5 Years 8-13%
New timeline to possible retirement Average annual NET ROI on new investments
5 Years 8-13%
Matt B. & Danielle C., NSW

It’s taken a long time to get clear on my priorities and path, but now I am surrounded by a private network of people who can feed me opportunities, bounce ideas and help me navigate turbulence.

I realise now it is all about who you know, not what you know. Freedom Warrior gives you the education and access to find exceptional opportunities to find deals and talk to other business owners who have similar goals.

Salena is awesome. She challenges my thinking and makes it easy, and makes it less daunting. She is someone I can talk things out with who understands me and my goals.

Do You Want To Catapult Your Investing Results?

If you want to understand your Freedom Formula and the idea of reaching your financial goals faster appeals, then please click the button below, have a chat with me to see if there is a good fit.

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Salena

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