ADF HOUSING INVESTMENT PROPERTY:
SUCCESS STORY of An aerospace engineer

Jake came to us in June 2023. He is an Aerospace Engineer living in his own home (PPOR) but felt he wasn’t taking advantage of the benefits Defence offers. Before contacting Axon, Jake reached out to other property service providers, but he wasn’t satisfied with their knowledge of Defence benefits or the unique lifestyle of serving within Defence.

 

They all gave him the same advice: buy older, established properties.

 

After Jake watched our online training videos, his Axons kicked into gear, and he started thinking differently – which can be a challenge for an Engineer!

 

The first part of the conversation went something like this: 𝐼 𝑔𝑒𝑡 𝑠𝑢𝑏𝑠𝑖𝑑𝑖𝑠𝑒𝑑 ℎ𝑜𝑢𝑠𝑖𝑛𝑔 𝑤𝑖𝑡ℎ 𝐷𝑒𝑓𝑒𝑛𝑐𝑒, 𝑠𝑜 ℎ𝑜𝑤 𝑑𝑜 𝐼 𝑏𝑢𝑖𝑙𝑑 𝑎 𝑝𝑟𝑜𝑝𝑒𝑟𝑡𝑦 𝑝𝑜𝑟𝑡𝑓𝑜𝑙𝑖𝑜 𝑢𝑠𝑖𝑛𝑔 𝑖𝑡?

 

Specifically, Jake wanted to 𝑒𝑣𝑎𝑙𝑢𝑎𝑡𝑒 𝑡ℎ𝑒 𝑜𝑝𝑡𝑖𝑜𝑛𝑠 𝑎𝑣𝑎𝑖𝑙𝑎𝑏𝑙𝑒, 𝑙𝑒𝑎𝑟𝑛 ℎ𝑜𝑤 𝑡𝑜 𝑒𝑓𝑓𝑖𝑐𝑖𝑒𝑛𝑡𝑙𝑦 𝑢𝑠𝑒 𝐷𝑒𝑓𝑒𝑛𝑐𝑒 ℎ𝑜𝑢𝑠𝑖𝑛𝑔 𝑎𝑛𝑑 𝑟𝑒𝑛𝑡𝑎𝑙 𝑏𝑒𝑛𝑒𝑓𝑖𝑡𝑠, 𝑑𝑒𝑣𝑒𝑙𝑜𝑝 𝑎 𝑟𝑒𝑎𝑙𝑖𝑠𝑡𝑖𝑐 𝑝𝑟𝑜𝑝𝑒𝑟𝑡𝑦 𝑝𝑙𝑎𝑛, 𝑖𝑑𝑒𝑛𝑡𝑖𝑓𝑦 𝑖𝑛𝑣𝑒𝑠𝑡𝑚𝑒𝑛𝑡-𝑔𝑟𝑎𝑑𝑒 𝑎𝑟𝑒𝑎𝑠 𝑎𝑛𝑑 𝑝𝑟𝑜𝑝𝑒𝑟𝑡𝑖𝑒𝑠, 𝑎𝑐ℎ𝑖𝑒𝑣𝑒 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑓𝑟𝑒𝑒𝑑𝑜𝑚 𝑖𝑛 𝑡ℎ𝑒 𝑙𝑜𝑛𝑔 𝑡𝑒𝑟𝑚, 𝑎𝑛𝑑 𝑡𝑒𝑎𝑐ℎ 𝑎𝑛𝑑 𝑔𝑢𝑖𝑑𝑒 𝑚𝑒 𝑎𝑏𝑜𝑢𝑡 𝑝𝑟𝑜𝑝𝑒𝑟𝑡𝑦 𝑖𝑛𝑣𝑒𝑠𝑡𝑖𝑛𝑔. Yep, we do all of those things…

 

During the coaching sessions, we created a scenario in which he sells his PPOR, starts receiving RA, and purchases an investment property (where the tenant and the taxman pay the mortgage). When the mortgage broker ratified the scenario, we implemented the plan.

 

What you’re seeing here is the outcome of Jake’s first investment property (IP):

 

* 𝐏𝐮𝐫𝐜𝐡𝐚𝐬𝐞 𝐩𝐫𝐢𝐜𝐞: $𝟔𝟏𝟗𝐊 (𝐋𝐚𝐧𝐝:𝟏𝟔𝟓𝐦𝟐, 𝐇𝐨𝐮𝐬𝐞:𝟏𝟓𝟖𝐦𝟐, 𝐭𝐰𝐨-𝐬𝐭𝐨𝐫𝐞𝐲 ‘𝐭𝐞𝐫𝐫𝐚𝐜𝐞’ 𝐡𝐨𝐮𝐬𝐞)

* 𝐒𝐭𝐚𝐫𝐭 𝐨𝐟 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧: 𝐅𝐞𝐛 𝟐𝟎𝟐𝟒

* 𝐊𝐞𝐲 𝐡𝐚𝐧𝐝𝐨𝐯𝐞𝐫: 𝐃𝐞𝐜 𝟐𝟎𝟐𝟒

* 𝐑𝐞𝐧𝐭: $𝟔𝟓𝟎𝐩𝐰 (𝐨𝐧𝐥𝐲 𝐭𝐨𝐨𝐤 𝐬𝐢𝐱 𝐝𝐚𝐲𝐬 𝐭𝐨 𝐟𝐢𝐧𝐝 𝐭𝐞𝐧𝐚𝐧𝐭𝐬)

* 𝐒𝐚𝐦𝐞 𝐥𝐚𝐧𝐝 𝐚𝐧𝐝 𝐛𝐮𝐢𝐥𝐝 𝐯𝐚𝐥𝐮𝐞 𝐧𝐨𝐰: ~$𝟕𝟕𝟎𝐊 (𝐛𝐚𝐧𝐤 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧𝐬 𝐜𝐨𝐧𝐟𝐢𝐫𝐦 𝐭𝐡𝐢𝐬)

 

This property is located in a massive master-planned estate in SEQLD. The infrastructure and ongoing population growth will ensure sustained and low-risk capital growth for many years to come.

 

The stats and the images give you a clear picture of why Jake was able to provide us with a 5 review:

 

𝐼 𝑓𝑖𝑟𝑠𝑡 𝑒𝑛𝑔𝑎𝑔𝑒𝑑 𝑤𝑖𝑡ℎ 𝐴𝑥𝑜𝑛 𝑤ℎ𝑒𝑛 𝐼 𝑤𝑎𝑛𝑡𝑒𝑑 𝑡𝑜 𝑔𝑒𝑡 𝑠𝑒𝑟𝑖𝑜𝑢𝑠 𝑎𝑏𝑜𝑢𝑡 𝑑𝑒𝑣𝑒𝑙𝑜𝑝𝑖𝑛𝑔 𝑎 𝑝𝑟𝑜𝑝𝑒𝑟𝑡𝑦 𝑝𝑜𝑟𝑡𝑓𝑜𝑙𝑖𝑜. 𝐼 𝑡𝑎𝑙𝑘𝑒𝑑 𝑡𝑜 𝑎 𝑓𝑒𝑤 𝑔𝑟𝑜𝑢𝑝𝑠, 𝑤ℎ𝑖𝑐ℎ 𝑎𝑙𝑙 𝑠𝑒𝑒𝑚𝑒𝑑 𝑡𝑜 𝑓𝑜𝑙𝑙𝑜𝑤 𝑡ℎ𝑒 𝑠𝑎𝑚𝑒 𝑝ℎ𝑖𝑙𝑜𝑠𝑜𝑝ℎ𝑦 𝑜𝑓 𝑖𝑛𝑣𝑒𝑠𝑡𝑖𝑛𝑔 𝑖𝑛 𝑜𝑙𝑑 𝑒𝑠𝑡𝑎𝑏𝑙𝑖𝑠ℎ𝑒𝑑 𝑏𝑙𝑜𝑐𝑘𝑠. 𝐴𝑥𝑜𝑛 𝑚𝑎𝑑𝑒 𝑖𝑡 𝑐𝑙𝑒𝑎𝑟 𝑡ℎ𝑒𝑦 𝑐ℎ𝑎𝑙𝑙𝑒𝑛𝑔𝑒𝑑 𝑡ℎ𝑒 𝑠𝑡𝑎𝑡𝑢𝑠 𝑞𝑢𝑜 𝑤𝑖𝑡ℎ 𝑡ℎ𝑒𝑖𝑟 𝑓𝑜𝑐𝑢𝑠 𝑜𝑛 𝑡𝑎𝑐𝑡𝑖𝑐𝑎𝑙𝑙𝑦 𝑏𝑢𝑖𝑙𝑑𝑖𝑛𝑔 𝑝𝑟𝑜𝑝𝑒𝑟𝑡𝑦. 𝐼𝑡 𝑐ℎ𝑎𝑙𝑙𝑒𝑛𝑔𝑒𝑑 𝑒𝑣𝑒𝑟𝑦𝑡ℎ𝑖𝑛𝑔 𝐼 ℎ𝑎𝑑 𝑟𝑒𝑠𝑒𝑎𝑟𝑐ℎ𝑒𝑑 𝑏𝑒𝑐𝑎𝑢𝑠𝑒 𝑡ℎ𝑒𝑦 𝑎𝑙𝑙 𝑠𝑎𝑖𝑑 𝑡ℎ𝑒 𝑠𝑎𝑚𝑒 𝑡ℎ𝑖𝑛𝑔: 𝑑𝑜𝑛’𝑡 𝑏𝑢𝑦 𝑜𝑓𝑓 𝑡ℎ𝑒 𝑝𝑙𝑜𝑡. 𝑅𝑜𝑏𝑏𝑖𝑒 𝑤𝑜𝑛 𝑚𝑒 𝑜𝑣𝑒𝑟 𝑤𝑖𝑡ℎ 𝑛𝑢𝑚𝑏𝑒𝑟𝑠, 𝑡ℎ𝑒 𝑘𝑒𝑦 𝑡𝑜 𝑎𝑛 𝑒𝑛𝑔𝑖𝑛𝑒𝑒𝑟’𝑠 ℎ𝑒𝑎𝑟𝑡, 𝑎𝑛𝑑 𝑠ℎ𝑜𝑤𝑒𝑑 𝑤ℎ𝑦 𝑡ℎ𝑒𝑖𝑟 𝑚𝑒𝑡ℎ𝑜𝑑 𝑤𝑜𝑟𝑘𝑠.

18 𝑚𝑜𝑛𝑡ℎ𝑠 𝑎𝑓𝑡𝑒𝑟 𝑡ℎ𝑒 𝑓𝑖𝑟𝑠𝑡 𝑝ℎ𝑜𝑛𝑒 𝑐𝑎𝑙𝑙, 𝐼 𝑤𝑖𝑡𝑛𝑒𝑠𝑠𝑒𝑑 𝑡ℎ𝑒 𝑝𝑟𝑜𝑐𝑒𝑠𝑠 𝑎𝑛𝑑 𝑛𝑢𝑚𝑏𝑒𝑟𝑠 𝑐𝑜𝑚𝑒 𝑡𝑟𝑢𝑒.

 

𝑊ℎ𝑎𝑡 𝑎𝑚𝑎𝑧𝑒𝑠 𝑚𝑒 𝑡ℎ𝑒 𝑚𝑜𝑠𝑡 𝑎𝑏𝑜𝑢𝑡 𝐴𝑥𝑜𝑛 𝑖𝑠 𝑡ℎ𝑒𝑖𝑟 𝑑𝑒𝑣𝑜𝑡𝑖𝑜𝑛 𝑡𝑜 𝑐𝑢𝑠𝑡𝑜𝑚𝑒𝑟 𝑠𝑒𝑟𝑣𝑖𝑐𝑒. 𝐼 ℎ𝑎𝑑 𝑎 𝑚𝑖𝑛𝑜𝑟 𝑖𝑠𝑠𝑢𝑒 𝑤𝑖𝑡ℎ 𝑚𝑦 𝑡𝑒𝑛𝑎𝑛𝑡, 𝑤ℎ𝑖𝑐ℎ 𝑚𝑦 𝑝𝑟𝑜𝑝𝑒𝑟𝑡𝑦 𝑚𝑎𝑛𝑎𝑔𝑒𝑟 𝑠𝑜𝑟𝑡𝑒𝑑 𝑜𝑢𝑡. 𝑊ℎ𝑒𝑛 𝐼 𝑐𝑎𝑢𝑔ℎ𝑡 𝑢𝑝 𝑤𝑖𝑡ℎ 𝑅𝑜𝑏𝑏𝑖𝑒 𝑎 𝑤𝑒𝑒𝑘 𝑙𝑎𝑡𝑒𝑟 𝑎𝑛𝑑 𝑚𝑒𝑛𝑡𝑖𝑜𝑛𝑒𝑑 𝑖𝑡 𝑡𝑜 ℎ𝑖𝑚, ℎ𝑒 𝑤𝑎𝑠 𝑔𝑒𝑛𝑢𝑖𝑛𝑒𝑙𝑦 𝑎𝑛𝑛𝑜𝑦𝑒𝑑 𝑡ℎ𝑒 𝑝𝑟𝑜𝑝𝑒𝑟𝑡𝑦 𝑚𝑎𝑛𝑎𝑔𝑒𝑟 𝑑𝑖𝑑𝑛’𝑡 𝑘𝑒𝑒𝑝 𝐴𝑥𝑜𝑛 𝑖𝑛 𝑡ℎ𝑒 𝑙𝑜𝑜𝑝, 𝑤ℎ𝑖𝑐ℎ 𝑖𝑠 ℎ𝑜𝑤 𝑚𝑢𝑐ℎ 𝑡ℎ𝑒𝑦 𝑐𝑎𝑟𝑒. 𝐴𝑥𝑜𝑛 𝑡𝑎𝑘𝑒𝑠 𝑠𝑖𝑔𝑛𝑖𝑓𝑖𝑐𝑎𝑛𝑡 𝑝𝑟𝑖𝑑𝑒 𝑖𝑛 𝑎𝑛𝑦 𝑜𝑟𝑔𝑎𝑛𝑖𝑠𝑎𝑡𝑖𝑜𝑛 𝑖𝑡 𝑟𝑒𝑐𝑜𝑚𝑚𝑒𝑛𝑑𝑠 𝑡𝑜 𝑖𝑡𝑠 𝑐𝑙𝑖𝑒𝑛𝑡𝑠 𝑏𝑒𝑐𝑎𝑢𝑠𝑒 𝑖𝑡 𝑖𝑠 𝑝𝑎𝑟𝑡 𝑜𝑓 𝑡ℎ𝑒 𝑠𝑒𝑟𝑣𝑖𝑐𝑒. 𝐼𝑓 𝑡ℎ𝑜𝑠𝑒 𝑜𝑟𝑔𝑎𝑛𝑖𝑠𝑎𝑡𝑖𝑜𝑛𝑠 𝑔𝑖𝑣𝑒 𝑎𝑛𝑦𝑡ℎ𝑖𝑛𝑔 𝑜𝑡ℎ𝑒𝑟 𝑡ℎ𝑎𝑛 𝑜𝑢𝑡𝑠𝑡𝑎𝑛𝑑𝑖𝑛𝑔 𝑠𝑒𝑟𝑣𝑖𝑐𝑒, 𝐴𝑥𝑜𝑛 𝑤𝑖𝑙𝑙 𝑛𝑜𝑡 ℎ𝑒𝑠𝑖𝑡𝑎𝑡𝑒 𝑡𝑜 𝑓𝑖𝑛𝑑 𝑠𝑜𝑚𝑒𝑜𝑛𝑒 𝑒𝑙𝑠𝑒 𝑤ℎ𝑜 𝑚𝑒𝑒𝑡𝑠 𝑖𝑡𝑠 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑𝑠.

 

𝐴𝑥𝑜𝑛 𝑓𝑜𝑠𝑡𝑒𝑟𝑒𝑑 𝑎𝑛 𝑒𝑐𝑜𝑠𝑦𝑠𝑡𝑒𝑚 𝑜𝑓 𝑒𝑥𝑝𝑒𝑟𝑡 ‘𝑇𝑎𝑐𝑡𝑖𝑐𝑎𝑙 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠’ 𝑤ℎ𝑜 ℎ𝑜𝑙𝑑 𝑡ℎ𝑒 𝑠𝑎𝑚𝑒 𝑣𝑎𝑙𝑢𝑒𝑠 𝑎𝑛𝑑 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑𝑠 𝑎𝑠 𝐴𝑥𝑜𝑛. 𝑇ℎ𝑖𝑠 𝑖𝑠 𝑡ℎ𝑒 𝑡𝑟𝑢𝑒 𝑝𝑜𝑤𝑒𝑟 𝑜𝑓 𝐴𝑥𝑜𝑛; 𝑒𝑣𝑒𝑟𝑦 𝑠𝑒𝑟𝑣𝑖𝑐𝑒 𝑖𝑠 𝑖𝑛𝑐𝑙𝑢𝑑𝑒𝑑 𝑎𝑛𝑑 𝑐𝑎𝑛 𝑏𝑒 𝑡𝑟𝑢𝑠𝑡𝑒𝑑.

 

𝐴𝑥𝑜𝑛 𝑚𝑎𝑑𝑒 𝑒𝑣𝑒𝑟𝑦𝑡ℎ𝑖𝑛𝑔 𝑒𝑎𝑠𝑦, 𝑠𝑡𝑟𝑒𝑎𝑚𝑙𝑖𝑛𝑒𝑑 𝑎𝑛𝑑 𝑒𝑓𝑓𝑖𝑐𝑖𝑒𝑛𝑡.

𝐿𝑜𝑜𝑘𝑖𝑛𝑔 𝑎ℎ𝑒𝑎𝑑 – 𝐽𝑎𝑘𝑒 𝑎𝑛𝑑 ℎ𝑖𝑠 𝐷𝑒𝑓𝑎𝑐𝑡𝑜, 𝐸𝑚𝑖𝑙𝑦, ℎ𝑎𝑣𝑒 𝑗𝑜𝑖𝑛𝑒𝑑 𝑓𝑜𝑟𝑐𝑒𝑠, 𝑎𝑛𝑑 𝑤𝑒 ℎ𝑎𝑣𝑒 𝑐𝑟𝑒𝑎𝑡𝑒𝑑 𝑎 𝑠𝑐𝑒𝑛𝑎𝑟𝑖𝑜 𝑤ℎ𝑒𝑟𝑒 𝑡ℎ𝑒𝑦 𝑤𝑖𝑙𝑙 𝑝𝑢𝑟𝑐ℎ𝑎𝑠𝑒 𝑎𝑛𝑜𝑡ℎ𝑒𝑟 𝐼𝑃 𝑡𝑜𝑔𝑒𝑡ℎ𝑒𝑟. 𝑊𝑖𝑡ℎ 𝐸𝑚𝑖𝑙𝑦 𝑎𝑙𝑟𝑒𝑎𝑑𝑦 ℎ𝑎𝑣𝑖𝑛𝑔 ℎ𝑒𝑟 𝑜𝑤𝑛 𝐼𝑃, 𝑡ℎ𝑖𝑠 𝑝𝑜𝑤𝑒𝑟 𝑐𝑜𝑢𝑝𝑙𝑒 𝑤𝑖𝑙𝑙 ℎ𝑎𝑣𝑒 3 𝑥 𝐼𝑃𝑠 𝑖𝑛 𝑡ℎ𝑒𝑖𝑟 𝑝𝑜𝑟𝑡𝑓𝑜𝑙𝑖𝑜 𝑏𝑒𝑓𝑜𝑟𝑒 𝑡ℎ𝑒𝑦 𝑡𝑢𝑟𝑛 30. 𝑇ℎ𝑎𝑡 𝑐𝑜𝑛𝑐𝑒𝑝𝑡 𝑎𝑙𝑜𝑛𝑒 𝑖𝑠 𝑠𝑜𝑚𝑒𝑡ℎ𝑖𝑛𝑔 𝑡𝑜 𝑏𝑒 𝑠𝑢𝑝𝑒𝑟 𝑝𝑟𝑜𝑢𝑑 𝑜𝑓!

 

It all started with Jake’s willingness to learn about an alternate way of being successful with property.

 

Let us know what you think about this outstanding property and the associated success story!