Another investing case study

In this case study, Martin and Rebecca, members of the Freedom Warrior mastermind, share how they transform their retirement income by investing in property deals that offer a HIGH predictable, consistent, sustainable income.

Who are the clients?

Martin and Rebecca Ralph run a successful small business on the Gold Coast and have three kids.

Before joining Freedom Warrior, they had been predominantly focused on shares as their primary investment vehicle.

What challenges did they have?

Before joining the Freedom Warrior Mastermind, Martin and Rebecca had been heavily involved with investing in the share market. While this had been reasonably successful, they were conscious that although they had amassed a good capital base, it wasn’t not generating anywhere near the sort of income they needed to maintain their lifestyle in retirement.

The runway to retirement age was short, and they knew they had limited time to bridge the cash-flow shortfall.

From a business sale perspective, Martin and Rebecca felt it was unlikely that they could sell, so they wanted to make the most of their capital and income to boost passive investment income in the next five years.

Rebecca and Martin felt they had limited time and skills to go out looking for the ‘right’ deals and wanted to be part-time investors in retirement. They also needed introductions to the best deal-makers to ensure they could continue to add in quality investments over time.

They were not only looking for better quality investments, but they also wanted a spoon-fed, guided approach that would allow them to retain decision making control. They had not had much experience with investing in property, so they needed to upskill quickly.

What Did Freedom Warrior Do for them?

After spending a full day together, reviewing and diagnosing their current situation, goals and dreams, we were able to prepare a detailed Investment Acceleration Strategy detailing several potential pathways and preferred strategies to get them to their goals.

Martin and Rebecca were hungry to learn about the world of alternative investments. They consumed many of the resources and interviews in the membership site and were active participants at the quarterly live mastermind meetings.

They were already good stewards of their money and were quick to implement all the opportunities to optimise their current assets and free up lazy capital.

They liked the idea of a blend of alternative strategies, including private funds, real property, and Joint Venture lending deals that would deliver an average return of 11% net per annum. They loved the idea of cherry-picking deals as capital became available and gradually ramping up the passive cash-flow.

At present, they are on track to reaching their desired deployed capital and will hit their goals over the next 3-5 years.

Financial legacy was a primary point of interest for them. Both like the idea of being active investors in retirement and continuing to grow their wealth and building their family bank.

The buffet of investments they now have access to, combined with the support to implement, will deliver them the shortfall in cash-flow needed to create the financial freedom they need despite market turbulence ahead.

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