Episodios

  • THE Accountant for Property Investors: HOW to scale your property portfolio with Nick Fowell
    Jun 5 2024

    How do you build your property investment team? In this episode, Nick Fowell, an accountant passionate about property and tax, reveals the secrets to assembling a top-notch property investment team. He emphasises the crucial benefits of having buyers' agents, accountants, and mortgage brokers working together seamlessly.

    Nick shares his personal journey in property investment, packed with essential tips on staying consistent and organised. He also highlights how to avoid common pitfalls that can trip up even seasoned investors. Nick delves into the best structures for property investment, offering invaluable insights that can transform your investment strategy.

    Whether you're a newcomer or a seasoned pro in property investment, Nick's advice will help you elevate your game. Learn how the right team can make all the difference in achieving your property investment goals. Don’t miss this chance to gain expert knowledge and take your property investment strategy to the next level!

    Timestamps

    0:00 - Intro
    3:37 - Analysing the Habits of Successful Investors
    8:30 - Advice on Record Keeping on Land Tax
    11:24 - Asset Protection: Utilising a Trust and 99-to-1s
    16:58 - ATO Gotcha’s and Red Flags on Taxes, Admin and Paperwork
    26:02 - Understanding the PAYG Variation
    31:35 - Buyer’s Agent’s Fee are NOT Tax Deductible
    33:51 - Planning Your Strategy Before EOFY
    35:50 - How Should Self-Employed People Operate for Growth?

    About Nick:
    Nick Fowell is a partner at Carnegie Financial Services, focusing on Accounting and Advisory. He has aided in the success of numerous businesses by enhancing their financial strategies through effective tax planning and investment structuring, employing modern and innovative approaches.

    His expertise spans from consulting small business owners in optimising cash flow to guiding investors in strategic property acquisitions. Nick's commitment to client success can be seen in his dedication to education in the financial sector, as well as personalised approach to each client case.

    Connect with Nick:

    Follow Nick on LinkedIn:
    https://www.linkedin.com/in/nicholas-fowell-138708184/

    Visit Carnegie Financial’s website:
    https://www.carnegie.com.au/


    About Aaron:

    Aaron-Christie David founded Atelier Wealth, a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors to make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.

    With over 10 years of financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.

    Connect with Aaron:

    Visit the website: https://atelierwealth.com.au/

    Follow the Australian Investment Property Podcast’s Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/

    Follow Aaron on Facebook:
    https://www.facebook.com/aaronchristiedavid

    Follow Aaron on LinkedIn:
    https://www.linkedin.com/in/aaronchristiedavid/

    Subscribe to Atelier Wealth’s YouTube Channel:
    https://www.youtube.com/@atelierwealth_au



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    47 m
  • The Truth About Managing Money as a Parent with "Kids Ain't Cheap" Author Ana Kresina
    Jun 2 2024

    Struggling to manage money with kids? This episode reveals the truth about finances and parenthood! Financial educator Ana Kresina shares her expertise on budgeting, cash flow, and investing for your family's future, even with rising prices!

    Many parents wonder where all their money goes when raising kids. We're tackling this crucial topic and its impact on your property investment strategies. Join us as we showcase how savvy investors secure a long-term future for their families amidst skyrocketing property prices.

    Author of Kids Ain't Cheap, Ana Kresina provides practical tips on navigating financial decisions during those critical early parenting years. Don’t miss this episode packed with valuable insights on balancing family expenses while making smart investment choices.

    Timestamps

    00:00 - Intro
    03:59 - Financial Planning For New Parents, Costs and Budgeting
    09:03 - Pros And Cons of Rentvesting
    12:25 - Managing Cash Flow and Tax Implications
    17:01 - Financial Impacts of Parenthood on Women
    28:25 - Shaping Children’s Attitudes Towards Money
    31:39 - Investing For Early Retirement

    About Ana:
    Ana Kresina, originally from Canada, is the author of Kids Ain't Cheap and the upcoming How To Not Work Forever, releasing on June 26th. As Pearler's Head of Product and Community, she excels in the financial technology sector.

    Ana co-hosts Australia’s top-charting business podcast, Get Rich Slow Club, and has been featured in major media outlets like the ABC, Australian Financial Review, and Channel 9's Today Show.

    Connect with Ana:

    Follow Ana on LinkedIn:
    https://www.linkedin.com/in/anakresina/

    Follow Ana’s Instagram account:
    https://www.instagram.com/anakresina

    Visit Ana’s website:
    https://www.anakresina.com/

    Subscribe to Get Rich Slow Club’s YouTube Channel:
    https://www.youtube.com/@getrichslowclub

    About Aaron:

    Aaron-Christie David founded Atelier Wealth, a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors to make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.

    With over 10 years of financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.

    Connect with Aaron:

    Visit the website: https://atelierwealth.com.au/

    Follow the Australian Investment Property Podcast’s Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/

    Follow Aaron on Facebook:
    https://www.facebook.com/aaronchristiedavid

    Follow Aaron on LinkedIn:
    https://www.linkedin.com/in/aaronchristiedavid/

    Subscribe to Atelier Wealth’s YouTube Channel:
    https://www.youtube.com/@atelierwealth_au



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    37 m
  • HOW much have these properties increased? Real life case studies
    May 29 2024

    Tired of the media's negativity around property? Join Julian as he dives deep into the performance of today's market, highlighting opportunities for investors. He'll cut through the noise and unpack the real impact of interest rates, revealing the key factors that contribute to the market's resilience.

    Ready to take action? Learn from real-life client success stories and discover practical, actionable strategies to maximize your property investment.

    Tune in and unlock a new perspective on mastering the property market in 2024! Don't miss this chance to take control of your financial future.

    Timestamps

    00:00 - Intro
    06:14 - Strategy for First-Time Home Buyers and The Importance of Starting Small
    08:11 - Portfolio 1: 2 Properties in 12 months
    11:20 - Property Investment, Debt and Education
    14:53 - Property Investing Strategies and Property Market Trends
    19:40: Portfolio 2: 2 Properties in 3 months
    26:21 - Taking Action, Challenging Excuses and Offering Support
    28:13 - Portfolio 3: 2 Properties in 11 months
    31:06 - Financial Security for Future Generations
    33:59 - Retirement and Family Goals

    About Julian:

    Julian Khursigara is a highly respected property expert and seasoned real estate investor with over a decade of experience in the Australian market. As the founder of Search Party Property, Julian has helped countless clients achieve their financial goals through smart and strategic investments. Known for his deep market insights and data-driven approach, he has a knack for identifying opportunities even in challenging economic climates. Julian is also a passionate advocate for financial education, frequently sharing his expertise through podcasts, seminars, and industry events.

    Connect with Julian:

    Follow Julian on LinkedIn:
    https://www.linkedin.com/in/buyersagent-sydney-brisbane-melbourne-adelaide-perth/

    Follow Julian’s Facebook:
    https://www.facebook.com/investmentpropertybuyersagent/

    Follow Julian’s Instagram account:
    https://www.instagram.com/juliankhursigara_buyersagent/

    Visit Search Party Property’s website:
    https://searchpartyproperty.com.au/

    About Aaron:

    Aaron-Christie David founded Atelier Wealth, a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors to make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.

    With over 10 years of financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.

    Connect with Aaron:

    Visit the website: https://atelierwealth.com.au/

    Follow the Australian Investment Property Podcast’s Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/

    Follow Aaron on Facebook:
    https://www.facebook.com/aaronchristiedavid

    Follow Aaron on LinkedIn:
    https://www.linkedin.com/in/aaronchristiedavid/

    Subscribe to Atelier Wealth’s YouTube Channel:
    https://www.youtube.com/@atelierwealth_au



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    45 m
  • Resilience and Financial Wellbeing: how to survive and thrive when things don’t go to plan | Client Story with Graeme Cowan
    May 26 2024

    Financial setbacks can leave you feeling lost. But there's hope! Join Graeme Cowan, a resilience expert, as he shares his inspiring story of overcoming hardship.

    Learn how to develop the mental toughness you need to:

    • Navigate Financial Challenges
    • Prioritise Well-being During Financial Stress
    • Build Resilience for Long-Term Financial Security
    • Plus! Practical Strategies to Manage Stress & Develop Healthy Habits

    Graeme also dives into: Building a Growth Mindset for Financial Resilience

    This episode equips you with the tools and mindset to bounce back from financial hardship and build a stronger financial future.

    Timestamps

    00:00 - Intro
    01:52 - Mental health, resilience and wellness in the corporate world
    05:11 - Men’s mental health, relationships and well-being
    12:15 - Building resilience, self-care and finding a “tribe” for support
    14:29 - Three elements of well-being and resilience: vitality, intimacy and prosperity
    20:05 - Team dynamics, mental well-being and property market insights
    26:27 - Self-care and mental health resources

    About Graeme:

    Graeme Cowan is a professional speaker recognised for his authentic and compelling style, engaging audiences worldwide with the power of conversations to spur action and change. He serves as a Board Director for ‘R U OK?’ witnessing firsthand how this initiative fosters significant societal shifts.

    Previously, Cowan held senior leadership roles at Johnson & Johnson, Pfizer, and AT Kearney, before a severe five-year battle with depression changed his perspective on resilience, mood, and performance. Described by the Australian Financial Review as a "resilience expert," he has authored five books, including the internationally successful "BACK FROM THE BRINK," endorsed by former UK Prime Minister Tony Blair.

    Connect with Graeme:

    Follow Graeme on LinkedIn:
    https://www.linkedin.com/in/graemecowan1/

    Follow Graeme’s Facebook:
    https://www.facebook.com/graeme.cowan.3745

    Follow Graeme’s Instagram account:
    https://www.instagram.com/graemecowan/

    Visit Graeme’s website:
    https://graemecowan.com.au/

    About Aaron:

    Aaron-Christie David founded Atelier Wealth, a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors to make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.

    With over 10 years of financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.

    Connect with Aaron:

    Visit the website: https://atelierwealth.com.au/

    Follow the Australian Investment Property Podcast’s Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/

    Follow Aaron on Facebook:
    https://www.facebook.com/aaronchristiedavid

    Follow Aaron on LinkedIn:
    https://www.linkedin.com/in/aaronchristiedavid/

    Subscribe to Atelier Wealth’s YouTube Channel:
    https://www.youtube.com/@atelierwealth_au



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    32 m
  • Broker Q&A: Lenders Mortgage Insurance: Foe or Friend? Plus HOW to use equity to purchase
    May 22 2024

    How to conquer the property market WITHOUT a 20% deposit? This episode cracks the code!

    Let’s smash through the down payment barrier! First up, how can you optimise your deposit strategy and make every dollar count? Got some home equity? Use it to turbocharge your portfolio and get those tax perks! How can you channel the upcoming tax cuts to smart investment?

    Now, let's talk about building a killer portfolio. Think long-term, stay savvy, and keep that hustle mindset going strong. Nail these steps, and you'll be riding the wave to financial freedom in no time. 🚀

    Timestamps

    00:00 - Introduction and Unpacking Lenders Mortgage Insurance (LMI)
    08:08 - How to strategically use equity in your home to invest
    19:48 - Should I pay principal and interest on my investment property loans?
    26:10 - Tax Cuts: Spend or Invest
    29:55 - What is property portfolio to you?
    34:56 - Outro

    About Atelier Wealth:
    Today, Atelier Wealth is a multi-award-winning mortgage brokerage. Our passion, experience, and dedication are key ingredients in helping us maintain our position as one of Sydney’s leading mortgage brokers.

    We will do everything in our power to help our clients on their property journey. We work with a variety of clients with differing personal and financial circumstances. Some of our clients may be struggling to secure a loan for any number of reasons.

    No matter what your property goal is, we can help. At Atelier Wealth, we find it incredibly rewarding to assist our clients to secure finance. We work in partnership with our clients to make their property dreams come true. Together we’ll make it happen.

    About Aaron:

    Aaron-Christie David founded Atelier Wealth, a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors to make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.

    With over 10 years of financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.

    Connect with Aaron:

    Visit the website: https://atelierwealth.com.au/

    Follow the Australian Investment Property Podcast’s Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/

    Follow Aaron on Facebook:
    https://www.facebook.com/aaronchristiedavid

    Follow Aaron on LinkedIn:
    https://www.linkedin.com/in/aaronchristiedavid/

    Subscribe to Atelier Wealth’s YouTube Channel:
    https://www.youtube.com/@atelierwealth_au



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    35 m
  • Investing in ETFs - how you can build a portfolio that is diversified and compliments property | Owen Rask’s secrets revealed
    May 19 2024

    Tired of boring financial advice?

    Empower your investment journey with Owen Rask, the self-made millionaire who built a multi-million dollar education business!

    Owen shares his unconventional path from farm life to financial guru, revealing the secrets to building a diversified portfolio with ETFs alongside property investments. In this video, you'll discover the key differences between financial education and marketing, overcome common investing mistakes, and develop a long-term strategy for achieving financial freedom.

    Timestamps

    00:00 - Intro
    06:40 - Owen Rask’s Background, Career and Passion
    08:57 - Education vs. Marketing in Finance Industry
    13:29 - ETFs Benefits for Investors; Diversification and Low Costs
    21:25 - Finding The Right Team For Financial Advice
    26:41 - Investing Mistakes and the Importance of a Long-Term Perspective
    32:48 - Property Cycles and Risk Management
    37:15 - Investor Psychology and Understanding One’s Limitations

    About Owen:

    Owen “Rask” Raszkiewicz is The Rask Group’s Founder and Chief Investment Officer of Rask Invest. Prior to founding Rask, Owen was an investment analyst at the regarded managed funds research business Zenith Investment Partners and a Writer/Analyst for The Motley Fool Australia.

    Owen also founded Rask Media & Best ETFs, media networks, harnessing both automation and professionals to rise to over 200,000 monthly unique readers in the first two years. He regularly speaks to audiences throughout Australia, including via Rask’s very own finance and investor events, financial literacy programs for employers, financial planning conferences, professional investment clubs, the ASA, student organisations, athletic clubs, sophisticated investor events and more.

    Connect with Owen:
    Follow Owen on LinkedIn:
    https://www.linkedin.com/in/owen-rask-4035a9b9/
    Follow Rask’s Facebook:
    https://www.facebook.com/raskaustralia/
    Follow Rask’s Instagram account:
    https://www.instagram.com/raskaustralia/
    Visit Rask’s website:
    https://www.rask.com.au/

    About Aaron:

    Aaron-Christie David founded Atelier Wealth, a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors to make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.

    With over 10 years of financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.

    Connect with Aaron:

    Visit the website: https://atelierwealth.com.au/

    Follow the Australian Investment Property Podcast’s Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/

    Follow Aaron on Facebook:
    https://www.facebook.com/aaronchristiedavid

    Follow Aaron on LinkedIn:
    https://www.linkedin.com/in/aaronchristiedavid/

    Subscribe to Atelier Wealth’s YouTube Channel:
    https://www.youtube.com/@atelierwealth_au



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    47 m
  • HOW can you retire early through investing in property? Dan Walsh shares how he built a $20m+ portfolio
    May 16 2024

    How to start early, think smart and retire young through property investment? This episode with property investment expert Daniel Walsh dives deep into the challenges and opportunities you'll face. Discover the importance of starting early, mindset shifts, financial literacy, and leveraging passive income for a richer future. Learn how to break free from the middle-class trap and retire younger through proven strategies.

    Timestamps

    00:00 - Intro
    03:34 - Building Wealth Through Property Investing and Starting Early
    07:21 - Mindset and Financial Literacy Hindering Success
    13:00 - Discussions About Generational Wealth
    17:37 - Wealth Maintenance Through Passive Income and Smart Financial Habits
    22:54 - Breaking The Middle Class Mindset
    30:01 - Retiring Younger and Richer Through Financial Knowledge and Success Habits
    35:56 - The Pros and Cons of Paying Off Mortgage vs. Investing for Wealth Creation
    40:07 - Debt, Money Supply and Wealth Inequality
    44:20 - How To Become Successful Through Learning From Others

    About Daniel:

    Daniel Walsh founded Your Property Your Wealth in 2015 after amassing a personal property portfolio worth over $20M+ in just 10 years. Starting his property investing journey at 19, Daniel's passion for real estate and wealth creation inspired him to help others achieve financial freedom through property investing. He emphasises the importance of a well-balanced portfolio that includes both capital growth and cash flow. Your Property Your Wealth aims to build a community of top 1% investors in Australia, offering expert guidance to help clients build wealth while minimising risks and maximising results.

    Connect with Daniel:

    Follow Daniel on LinkedIn:
    https://www.linkedin.com/in/danielwalshinvestor/

    Follow Daniel’s Instagram account:
    https://www.instagram.com/danielwalsh_ypyw/

    Visit Your Property Your Wealth’s website:
    https://www.yourpropertyyourwealth.com.au/



    About Aaron:

    Aaron-Christie David founded Atelier Wealth, a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors to make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.

    With over 10 years of financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.

    Connect with Aaron:

    Visit the website: https://atelierwealth.com.au/

    Follow the Australian Investment Property Podcast’s Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/

    Follow Aaron on Facebook:
    https://www.facebook.com/aaronchristiedavid

    Follow Aaron on LinkedIn:
    https://www.linkedin.com/in/aaronchristiedavid/

    Subscribe to Atelier Wealth’s YouTube Channel:
    https://www.youtube.com/@atelierwealth_au



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    49 m
  • Does property follow the 18 year cycle? International Economics Expert Akhil Patel shares his predictions
    May 12 2024

    Want to get into the property market like a boss? This episode's your golden ticket! Akhil Patel, the director of Property Sharemarket Economics breaks down his framework for understanding those all-important property cycles, including his famous 18-year model for the Australian market.

    Don't settle for guesswork:

    • Nail the timing: Learn when to buy and sell in that ever-changing property game.
    • See what's coming next: Crack the code on the key factors that move the property market.
    • Weather the storm: Discover strategies to keep your wealth safe and sound, no matter what the property cycle throws your way.

    Timestamps

    00:00 - Intro
    05:08 - Land Cycle and Its Impact On Economy and Investing
    10:31 - Australian Property Market and Affordability Concerns
    15:23 - Global Inflation and Property Market Trends
    19:24 - Property Market Linked To Stock Market
    24:55 - Migration Trends, Supply and Demand
    27:57 - Property Market Risks, Potential 20% Correction
    31:55 - Property Market Peaks
    38:53 - Economic Predictions and the Motivation Behind Them
    44:00 - Australian Property Cycle and Investing Strategies

    About Akhil:
    Akhil Patel is the Director of Property Sharemarket Economics, an investment research service that teaches subscribers how to ‘remember the future’ based on leading knowledge of economic and financial cycles.

    Akhil became interested in such cycles after his family’s business went through difficult periods during the major recessions in the early 1990s and 2008. He refused to accept the conventional wisdom that these events could not be forecast in advance. After much study, he decided to develop a body of work that would help people – whether they were investors, business owners or those just interested in doing something with their savings.

    Connect with Akhil:
    Follow Akhil on LinkedIn:
    https://www.linkedin.com/in/akhilgpatel/
    Subscribe to Akil’s YouTube Channel:
    https://www.youtube.com/@PropertySharemarketEconomics
    Follow Akhil’s Instagram account:
    https://www.instagram.com/akhilgpatel/
    Visit Property Sharemarket Economics’s website:
    https://propertysharemarketeconomics.c

    About Aaron:

    Aaron-Christie David founded Atelier Wealth, a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors to make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.

    With over 10 years of financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.

    Connect with Aaron:

    Visit the website: https://atelierwealth.com.au/

    Follow the Australian Investment Property Podcast’s Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/

    Follow Aaron on Facebook:
    https://www.facebook.com/aaronchristiedavid

    Follow Aaron on LinkedIn:
    https://www.linkedin.com/in/aaronchristiedavid/

    Subscribe to Atelier Wealth’s YouTube Channel:
    https://www.youtube.com/@atelierwealth_au



    Más Menos
    47 m