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Case study video · 16 minutes
How I helped a 50 year old tech sales exec at CrowdStrike build a strategy to retire early on $20K a month
This is exactly what I walk through in a first meeting. Real numbers. Real plan. 16 minutes.
General information only. Not personal advice.
Watch the full walkthrough
16 minutes. Every strategy, with the real numbers.
Short on time? Jump to the part that matters to you:
- 1:02 Michael and Linda’s starting position
- 2:32 The goal: $20K a month, work optional
- 5:36 Cash flow system
- 7:07 RSU sell down plan
- 8:07 Investment property
- 9:08 Shares and debt recycling
- 11:10 Tax plan and family trust
- 12:10 Super review and contributions
- 15:14 Insurance and estate plan
- 15:44 Retirement income modelling
Like what you’re seeing? Grab a time now. It’s obligation free.
50
Tech sales exec at CrowdStrike
$800K
In CrowdStrike shares, vested and unvested
$3.5M
Family home, with $800K still owing
$20K/mth
Retirement income goal
Where Michael started
Big income. Lazy balance sheet. No plan.
Michael is 50. He sells for CrowdStrike. $252K base plus commission.
Linda is 45. Marketing manager, 3 days a week.
Two kids in private school.
On paper they were doing great.
A $3.5M home with $800K still owing.
$800K in CrowdStrike shares, vested and unvested.
$800K in super across two funds.
But almost all their wealth sat in the house and one company’s shares.
Too much tax. No plan for the RSUs. A 10 year old estate plan.
Michael didn’t want to chase sales targets forever.
He wanted work to be optional.
The goal
$20K/mth
After tax. Indexed to inflation. Work optional within 10 years.
What we did in the first 100 days
- Restructured the home loans in the first month
- Set up a simple cash flow system, the same one I’ve used for 17 years
- Built an RSU sell down plan, so not all their eggs sit in one basket
- Set up a $1M line of credit for debt recycling into shares and ETFs
- Bought a $1.5M investment property in Brisbane through a buyers agent
- Set up a family trust with their accountant
- Overhauled their super and started $5K a month in extra contributions
- Topped up Linda’s insurance
- Updated their wills, power of attorney and testamentary trust
Then we modelled it all. The plan shows $20K a month, indexed, to life expectancy.
How many of these have you sorted?
Most tech execs I meet have 2 or 3 of these in place. Michael had 1.
- ☐ A clear retirement income goal, with a date
- ☐ A cash flow system that builds a surplus every month
- ☐ A plan for your RSUs, including when to sell
- ☐ An investment plan for your surplus cash
- ☐ A view on shares, ETFs and investment property
- ☐ Debt recycling, turning your home loan into tax deductible debt
- ☐ A proactive tax plan, not just a tax return
- ☐ Super reviewed for fees, investments and risk
- ☐ Using your pre tax and after tax super contributions
- ☐ The right insurance cover for both of you
- ☐ An up to date will, power of attorney and estate plan
- ☐ Retirement income modelling that shows your number
Every box you can’t tick is a lever you’re not pulling yet.
Want your own roadmap?
The roadmap in this video is what I build for every client in our first meeting.
It’s obligation free, as long as there’s scope for me to help you. You’ll walk away knowing your number, your gaps, and the levers that move you fastest.
If you go ahead, your Early Retirement Blueprint is built within 30 days. If you’re not 100% happy with the strategy, you get your $5,500 back. All of it.
I take on 4 new clients a month.
18 yrs
In financial planning
300+
Retirement plans delivered
4.9★
From 150 Google and LinkedIn reviews
1 plan
Registered tax agent and mortgage broker, so tax, lending and investing sit together
83 LinkedIn recommendations
What clients say on LinkedIn.
Common questions
The things people ask me before we meet.
Do I need to work at CrowdStrike?
No. I work with senior tech professionals across Google, Salesforce, AWS, Adobe, Oracle and more. If you get RSUs, the same levers apply.
Is $20K a month realistic for me?
It depends on your income, assets and timeframe. Most of my clients aim for $15K to $25K a month. The first meeting shows where you stand.
What does the first meeting cost?
Nothing. It’s obligation free, as long as there’s scope for me to help you.
What do I need to bring?
A rough idea of your income, super, home loan and shares. We’ll fill in the rest together.
This case study is illustrative and based on one client’s circumstances. It is general information only and does not take into account your objectives, financial situation or needs. Results are not guaranteed.
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