How Sophisticated Investors Are Earning 10-18% Returns Beyond Stocks & Property

This podcast episode features Matt Bazzica, a private wealth strategist specialising in helping high net worth clients-typically those with investment funds averaging around $5 million-manage and grow their wealth beyond traditional avenues. Matt and host Luke Moroney discuss the importance of diversification that goes beyond common stocks, bonds, and property. They dive into alternative investment opportunities such as private lending and business acquisition funds, which yield attractive returns of 10-18% annually with potential for monthly income. The conversation goes deeper into critical topics like due diligence, asset protection, liquidity management, and investment structuring. Matt highlights frequent mistakes wealthy investors make, such as bundling unrelated assets to save costs, which can expose their wealth to unnecessary risks. He emphasises the necessity of working with an expert team-including accountants, financial advisors, and solicitors-to ensure investment structures protect assets efficiently and optimise tax outcomes. A significant part of the discussion covers asset protection strategies, like establishing testamentary trusts, to preserve wealth legacy and shield assets from potential risks such as divorce or business liabilities. Liquidity planning is addressed as a “silent killer” in alternative investments, reinforcing the importance of knowing entry and exit strategies, timelines, and realistic expectations around investment duration.