Client Case Study

Purpose

Our clients needed a property investment that had a strong return on investment that could support them in retirement. They needed an investment that would be reliable, certain, and fully managed. They didn’t qualify for the Government pension so they needed something else that they could rely on each week during their retirement years.

Situation

Our Discovery Session revealed that our clients, Jim, and Nola were both in their retirement years. They both love what they do and are happy to keep working for the foreseeable future. They both loved the social aspect of working each day which gave them purpose. They were fairly satisfied with the investment portfolio that they had built however they had been previously investing for growth and not cash-flow. They now knew that they needed to supplement their income in retirement and had to make the right choice that would make sense for the long term.

Strategy

As part of our investment process, we sat down with our clients in a Strategy Session and showed them how an NDIS SDA Property Solution could work for them. They knew this is exactly what they wanted to achieve. They loved the idea of helping people and making fantastic government-back cash flow.

Solution

We presented some different NDIS options, and our clients chose the NDIS SDA Dual Key design. This would allow our clients to achieve about $169,492 income per annum, 12.85% pa Yield once fully constructed and tenanted.

Outcome

Our clients have commenced the construction process and plan to have the project finalized soon and tenanted.