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The Smart Investor Show

The Smart Investor Show

著者: Julian Khursigara
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The Smart Investor Show is here to help you make better, smarter decisions when it comes to investing in property—especially in the ever-changing Australian market. Whether you're just getting started or already building a solid portfolio, this podcast gives you practical tips, expert advice, and real-world insights to help you stay ahead. We chat with buyer’s agents, mortgage brokers, developers, economists, and seasoned investors to bring you the tactics, trends, and stories that actually make a difference. We keep things clear, down-to-earth, and focused on what really matters—finding great opportunities, avoiding costly mistakes, and building long-term wealth through property. If you're keen to invest with confidence and get a better handle on the market, you’re in the right place.2025 The Smart Investor Show 個人ファイナンス 経済学
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  • Contracts, Conflicts and Property Law with Kaveer Soni
    2025/07/03
    In this episode of The Smart Investor Show, Julian is joined by Kaveer Soni, commercial lawyer and founder of Soni Legal. With legal experience spanning South Africa and Australia, Kaveer breaks down how investors can protect themselves in an increasingly complex property market.From risky house-and-land packages and joint ventures with family or friends, to trust structures, asset protection, and commercial property traps—this episode is a legal reality check for every investor.Kaveer shares his personal investment journey, the pros and cons of buying property with others, and the one thing you must do before signing a contract. If you're buying property, especially off-the-plan or with others, this is essential listening. Legal protection isn't just for worst-case scenarios—it's how smart investors plan for success. (00:00) Buyers caught out in shady contracts(01:00) Meet Kaveer Soni: dual-qualified lawyer and investor(02:00) South Africa, the US, and settling in Australia(04:00) How property built the Soni family foundation(06:00) From Johannesburg to Sydney: starting Soni Legal(07:00) The danger of buying property with friends and family(08:30) JV deals: love isn’t always enough(09:00) Legal documents that protect partnerships from breakdown(10:00) Trusts, structures, and asset protection(11:30) Risk profiles: business owners vs PAYG employees(13:00) Why six properties puts you in the 0.2%(14:00) House-and-land packages: contracts you must review(15:30) Developers reselling land and the legal loopholes(16:30) Independent legal advice: the $2,000 mistake that costs $200k(17:30) Social media marketing vs real due diligence(18:30) Why Kaveer uses buyer’s agents for independent guidance(19:00) Commercial property: leases, risks, and red flags(20:30) Final advice: talk to your lawyer before things go wrong About Kaveer:Kaveer Soni is an experienced commercial lawyer with a strong background in insolvency, litigation, and business advisory. Admitted in both South Africa and Australia, he brings over a decade of legal expertise to the table helping businesses navigate growth, manage risk, and resolve complex legal challenges.As the founder of Soni Legal, Kaveer is known for delivering frank, non-judgmental advice and realistic strategies that support his clients’ best interests. His experience spans negotiation, strategic planning, and supporting directors and insolvency practitioners through high-stakes decisions.With active memberships across local and international legal associations, Kaveer’s insights are both globally informed and grounded in practical outcomes.Connect with Kaveer:Visit the website: https://www.soni.legal/Follow Kaveer on LinkedInFollow Soni Legal on LinkedIn Business PageFollow Soni Legal on InstagramFollow Soni Legal on Facebook About Julian:Julian Khursigara is the CEO of Search Party Property, a Sydney-based buyers agency helping busy professionals build sustainable investment portfolios with clarity and confidence. With over two decades in customer experience and loyalty across the Asia-Pacific region, Julian brings a sharp, data-driven lens to property investing. What began as a personal passion quickly became a mission—to close the knowledge gap and empower everyday Australians to invest smarter. In recognition of this impact, Search Party Property was named a Finalist for Buyers Agency of the Year, and Julian a Finalist for Buyers Agent of the Year at the 2025 REB Awards.As host of The Smart Investor Show, Julian draws on his own investing journey and years of strategic insights to demystify property for time-poor professionals. His philosophy is simple: life’s no dress rehearsal, and smart property decisions today create the freedom to choose tomorrow. Through the show, he shares real-world lessons, expert conversations, and proven strategies to help listeners take control of their financial future—one property at a time. Connect with Julian:Visit the website: https://searchpartyproperty.com.au/ Follow Julian on LinkedIn: https://www.linkedin.com/in/buyersagent-sydney-brisbane-melbourne-adelaide-perth/ Follow Julian on Instagram: https://www.instagram.com/juliankhursigara_buyersagent/ Follow Julian on Facebook: https://www.facebook.com/investmentpropertybuyersagent/ Follow Julian on Tiktok: https://www.tiktok.com/@julian_buyersagent Subscribe to Julian Khursigara YouTube Channel: https://www.youtube.com/@juliankhursigara_buyersagent If you’d like a personalised review of your financial situation, help setting clear investment goals, and a data-driven strategy to guide your property journey—including insights into high-growth areas and a roadmap to financial freedom—book a time with Julian here: https://calendly.com/julian_spp/45min DisclaimerThe Smart Investor Show provides general information and commentary about property, finance, and investing. It does not constitute financial, legal, tax, or investment advice tailored to your...
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    22 分
  • How We Really Think About Property with Evan Lucas
    2025/06/25
    In this episode of The Smart Investor Show, Julian sits down with economic futurist, behavioral finance expert, and bestselling author Evan Lucas. From his unexpected career journey to hard truths about rentvesting, regional trends, and the misunderstood "Bank of Mum and Dad," Evan unpacks how emotions drive our money decisions.They dive into affordability, post-COVID shifts, investing mindsets, and why owning 10 properties might not equal financial freedom. It’s a candid, insightful conversation that blends global insight with real, human behavior. Whether you're a seasoned investor or just money-curious, this episode will challenge how you think about wealth.In this episode of The Smart Investor Show, Julian sits down with economic futurist, behavioral finance expert, and bestselling author Evan Lucas. From his unexpected career journey to hard truths about rentvesting, regional trends, and the misunderstood "Bank of Mum and Dad," Evan unpacks how emotions drive our money decisions.They dive into affordability, post-COVID shifts, investing mindsets, and why owning 10 properties might not equal financial freedom. It’s a candid, insightful conversation that blends global insight with real, human behavior. Whether you're a seasoned investor or just money-curious, this episode will challenge how you think about wealth. [01:00] Introducing Evan Lucas: futurist, author, economic mind[04:00] Evan’s early life, med school dreams & pivot to finance[11:30] Creating your own luck and building momentum[13:30] Property as taboo: Why families don’t talk money[15:00] Evan’s first property purchase – a rare fast-track[18:30] Perth, Brisbane, and why infrastructure still misses the mark[21:00] Should we limit negative gearing?[25:00] Cultural approaches to shared wealth vs Aussie individualism[30:00] Escapism, value, and why lifestyle is trumping location[33:00] Rentvesting: smart strategy or future trap?[35:00] Wealth, autonomy & when to sell investments[41:00] Australia’s domestic focus vs global economic shocks[43:00] COVID’s reminder: don’t ignore the outside world About Evan:Evan Lucas is a behavioural finance expert, economic futurist, and keynote speaker with over 15 years of global experience across Australia, the UK, Singapore, and the Netherlands. He is passionate about helping people understand the psychology behind financial decision-making and how our behaviour not just the numbers shapes our financial outcomes. With a background in macro strategy, portfolio modelling, and market analysis, Evan brings a uniquely human lens to the world of finance. As a trusted voice in media, Evan regularly appears on ABC News, The Project, SBS’s Insight, Sky News, and more, breaking down complex financial themes for everyday Australians. He is also the author of Mind Over Money, a book that explores how emotions and habits influence our money choices. Whether he’s on TV or delivering a workshop, Evan’s mission is simple: make the complex simple, so people can make better choices with their money. Through his keynotes and live events, Evan challenges audiences to rethink their relationship with money, tune into their behaviours, and build stronger financial habits. His dynamic speaking style, rooted in real-world data and behavioural insigh,t educates, energises, and empowers people to take action in an ever-changing economic landscape. Connect with Evan:Visit the website: www.evanlucas.com.auFollow Evan on LinkedInFollow Evan on InstagramSubscribe to Evan's YouTube Channel About Julian:Julian Khursigara is the CEO of Search Party Property, a Sydney-based buyers agency helping busy professionals build sustainable investment portfolios with clarity and confidence. With over two decades in customer experience and loyalty across the Asia-Pacific region, Julian brings a sharp, data-driven lens to property investing. What began as a personal passion quickly became a mission—to close the knowledge gap and empower everyday Australians to invest smarter. In recognition of this impact, Search Party Property was named a Finalist for Buyers Agency of the Year, and Julian a Finalist for Buyers Agent of the Year at the 2025 REB Awards.As host of The Smart Investor Show, Julian draws on his own investing journey and years of strategic insights to demystify property for time-poor professionals. His philosophy is simple: life’s no dress rehearsal, and smart property decisions today create the freedom to choose tomorrow. Through the show, he shares real-world lessons, expert conversations, and proven strategies to help listeners take control of their financial future—one property at a time. Connect with Julian:Visit the website: https://searchpartyproperty.com.au/ Follow Julian on LinkedIn: https://www.linkedin.com/in/buyersagent-sydney-brisbane-melbourne-adelaide-perth/ Follow Julian on Instagram: https://www.instagram.com/juliankhursigara_buyersagent/ Follow Julian on Facebook: https://...
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    44 分
  • Go Slow to Go Fast: Why Strategy Matters More Than Products with Frank Lin
    2025/06/19
    [00:00] Why every decision today shapes tomorrow[01:00] Meet Frank Lin: background and philosophy[02:30] Frank’s origin story: immigration, study, and stumbling into finance[06:00] Becoming a Certified Financial Planner and SMSF Specialist[08:00] The “Doctor Strange” mindset: simulating outcomes for clients[10:00] Frank’s view on AI and constant learning in finance[12:00] Strategy over products: what clients really pay for[14:00] Emotions vs logic in financial decisions[17:00] SMSFs: myths, mistakes, and setting them up the right way[22:00] The real minimum balance you need for SMSF property[24:00] Why cash flow is everything (especially in property)[26:00] Insurance: the misunderstood pillar of smart planning[30:00] Industry fund insurance vs advisor insurance – pros and cons[34:00] Succession planning: why it starts earlier than you think[39:00] The financial habits of the truly wealthy[42:00] Why action beats overthinking — and how few actually take it[44:00] Wrap-up: how to get in touch with FrankAbout Frank:Frank Lin is the Director of XIN Wealth and a Certified Financial Planner® with over 12 years of experience helping families achieve financial freedom. With deep expertise in SMSFs, superannuation, insurance, and tax planning, Frank is passionate about delivering strategic, high-quality advice tailored to each client’s needs.As an SMSF Specialist Advisor (SSA®), Frank specialises in growing and protecting wealth through smart planning, investment strategies, and family wealth succession. His success is driven not just by knowledge, but by a genuine dedication to supporting clients with care and clarity.Whether it’s building a long-term financial roadmap or navigating complex financial decisions, Frank’s mission is to empower families with confidence, peace of mind, and a secure financial future. Connect with Frank:Visit the website: https://xin.com.au/wealth/wealthConsultationSubscribe to XIN Wealth Talk on YouTubeFollow Frank on InstagramFollow Frank on LinkedIn About Julian:Julian Khursigara is the CEO of Search Party Property, a Sydney-based buyers agency helping busy professionals build sustainable investment portfolios with clarity and confidence. With over two decades in customer experience and loyalty across the Asia-Pacific region, Julian brings a sharp, data-driven lens to property investing. What began as a personal passion quickly became a mission—to close the knowledge gap and empower everyday Australians to invest smarter. In recognition of this impact, Search Party Property was named a Finalist for Buyers Agency of the Year, and Julian a Finalist for Buyers Agent of the Year at the 2025 REB Awards.As host of The Smart Investor Show, Julian draws on his own investing journey and years of strategic insights to demystify property for time-poor professionals. His philosophy is simple: life’s no dress rehearsal, and smart property decisions today create the freedom to choose tomorrow. Through the show, he shares real-world lessons, expert conversations, and proven strategies to help listeners take control of their financial future—one property at a time. Connect with Julian:Visit the website: https://searchpartyproperty.com.au/ Follow Julian on LinkedIn: https://www.linkedin.com/in/buyersagent-sydney-brisbane-melbourne-adelaide-perth/ Follow Julian on Instagram: https://www.instagram.com/juliankhursigara_buyersagent/ Follow Julian on Facebook: https://www.facebook.com/investmentpropertybuyersagent/ Follow Julian on Tiktok: https://www.tiktok.com/@julian_buyersagent Subscribe to Julian Khursigara YouTube Channel: https://www.youtube.com/@juliankhursigara_buyersagent If you’d like a personalised review of your financial situation, help setting clear investment goals, and a data-driven strategy to guide your property journey—including insights into high-growth areas and a roadmap to financial freedom—book a time with Julian here: https://calendly.com/julian_spp/45min DisclaimerThe Smart Investor Show provides general information and commentary about property, finance, and investing. It does not constitute financial, legal, tax, or investment advice tailored to your personal circumstances. Before making any financial decisions, you should seek professional advice from a qualified adviser.While we aim for accuracy and quality, we cannot guarantee all information is complete, up-to-date, or free from errors. Past performance is not a reliable indicator of future results.
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    44 分

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