Client Case Study

Purpose

Our clients wanted to make the right first step, starting out on their property investment journey. They had seen their peers achieve passive income and knew that it was possible. They wanted an asset that would pay-off their mortgage, so they could spend more time in control of their financial lives and less time worrying about bills.

Situation

Our Discovery Session revealed that Tony and Angela both worked in IT and had strong combined household income. They also had plenty of lazy equity in their family home and wanted to employ this equity to work for them (and to also get great tax benefits). Our clients were both very analytical and great with numbers, however they had reached a point of analysis paralysis. They needed an expert to zoom out and look at their situation objectively before zooming back in with the right Strategy and Property Solution.

Strategy

As part of our investment process, we sat down with our clients in a Strategy Session and showed them how the numbers of a NDIS SDA Property Solution could work for them. They couldn’t believe what was possible. We cautioned our clients that NDIS SDA was an advanced strategy typically suited to investors with more established portfolios. But once they saw the numbers, they knew their future selves couldn’t afford to not take the plunge.

Solution

We presented a NDIS SDA Property Solution – this property was uniquely design as a Dual Key that was also SDA compliant. After completion of the build, our dedicated management business – SDA Management Australia sourced two NDIS participants. 

Outcome

Our recent Annual Review revealed our clients are thrilled with the result. Their current annual rental income for two NDIS participants is $109,695.26 providing a yield of 14% per annum (based on their original purchase price). Our clients have also received the benefit of increased asset value over time and plan to refinance against this property to unlock more lazy equity to inject into another upcoming investment purchase. They have been disciplined with their strategy and have been paying down their home mortgage rapidly with the surplus cash-flow. They know they are only a few steps away from long term financial freedom and leaving a lasting legacy for their two children.