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Building Generational Wealth: Our Property Journey

For Alex and Sophie, property has become about far more than investments or market performance. It is a way to create security for their future family and build something that can support the next generation.

 

 

Video Summary

Alex and Sophie began their journey with Axon in 2019 after Alex connected with Robbie and met him in person.

They built their first property in South East Queensland in 2020. Alex explains how Axon’s process allowed him to move through the build without feeling overwhelmed or constantly worried.

His confidence in the team also helped Sophie feel comfortable despite having little knowledge of property or military life.

Before meeting Robbie, wealth creation was not something they had seriously considered. After holding their first property for approximately five years, they are now preparing to purchase their second.

Their long-term goal is to create financial security, support their retirement and pass greater opportunities on to their future children.

Video Transcript

Building Wealth for the Next Generation

Alex: It isn’t only about investments or the economy.

It is about looking after our future children so they can have a good quality of life and, hopefully, eventually retire comfortably as well.

I’m Alex, and this is my partner, Sophie.

We first connected with Axon in 2019.

Robbie spoke with me through an online conversation and was then open to meeting me in person.

From there, we began our journey with Axon.

We built our first property in South East Queensland in 2020.

I think the process Axon had in place made it much easier for me to take my mind off everything involved in building the property.

It gave us an opportunity to begin creating wealth without feeling overly nervous about the process.

Sophie: I found the experience quite easy because Alex was already confident in the process.

That made me feel more confident as well.

I didn’t know much about property or military life, but seeing how comfortable Alex was with the team helped me feel comfortable with them too.

Alex: Wealth creation wasn’t something we had really considered before meeting Robbie.

He explained what property could potentially unlock for us as a family.

We have now owned our first property for approximately five years, and we are preparing to move into our second.

For us, it is about building family wealth.

It isn’t only about ensuring we have a comfortable retirement.

It is also about passing that legacy on to our future children.

That gives the journey a deeper meaning.

We want to look after our future kids, help them enjoy a good quality of life and hopefully give them the opportunity to retire comfortably one day as well.

We eventually discovered that it wasn’t the right property or the right location.

It wasn’t delivering capital growth. In fact, it was experiencing negative growth.

It was only after speaking with Robbie that we decided to sell that property, move into rentvesting and properly begin our journey with Axon.

From there, we started building several properties with the team.

What I liked about Robbie was that he was genuine.

He told us exactly how it was.

He could cut through the noise, explain things clearly and communicate in a way that genuinely resonated with us.

Here we are now in a far stronger position than we were seven or eight years ago before meeting Axon.

When we eventually retire, we’ll have a property to live in.

We’ll be able to look after our children and create a legacy to pass on to them.

They can also learn from our experiences and begin their own investment journeys the right way.

I genuinely can’t say a bad word about the experience.

It is one of the best decisions we could have made, and it has helped set our family up for the future.