Another investing case study

In this case study, Al and Sue share how they plan to catapult their investment income over the next three years by diversifying their investments into alternative investments paying sustainable, predictable cash flow.

Who are the clients?

Al & Sue are a couple who have been active investors for most of their lives. They have amassed a solid net worth predominantly in managed funds and shares.

Al has been a partner in several accounting firms and is now works as a mentor to many businesses on a part-time basis.

What challenges did they have?

Al and Sue are well versed in investing and have been involved in some exciting investments over time, including property syndications and other schemes.

Although they have a good asset base behind them, the cash flow from their investments was poor, and they would have been forced to start consuming the capital eventually.

Even though they have good local networks and could get access to development sites and syndications, the projects were often slow-moving, reliant on a buoyant market and ultimately did little to produce cash flow.

They sought a viable investment strategy to get them to the passive income position they wanted in the shortest possible time. They wanted the freedom to start travelling and pursuing personal passions but cared deeply about leaving behind a financial legacy.

What Did Freedom Warrior Do for them?

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.

Al & Sue already had high financial literacy to educate them on the strategies inside of the alternate space very quickly. They were very methodical about going through a lot of the training on the membership site and organised their questions and thoughts well.

From the buffet of investment opportunities and trusted adviser network, they quickly identified the top preferred opportunities and, through personal introductions, began conversations to kick off their investing journey.

Their preferences so far have been towards more hands-off investments. They have divided their investment capital into opportunities to deliver the best returns to allow compounding and deliver cash flow immediately.

In particular, they are 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 gradually over time.

The investments they are interested in capitalising on market 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 likely be achieved within three years.

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