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Property Settlements: Common Pitfalls and How to Avoid Them

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Manage episode 488942297 series 3595474
Content provided by Aaron Christie-David. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aaron Christie-David or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

👉 Whether you're a first home buyer or expanding your portfolio, Atelier Wealth can help. Book a discovery session with a mortgage broker here: https://calendly.com/atelier-wealth-discovery-team
👉 For everything you need to know about getting a loan approved and buying a property, read the Happy Home Loan Handbook by Aaron Christie-David. Get a FREE chapter here: https://atelierwealth.com.au/the-happy-home-loan-handbook/

Meet Jared Zak: The legal backbone behind seamless property deals
What really happens after you sign on the dotted line? In this episode, I sit down with Jared Zak, founder of one of the largest conveyancing firms in New South Wales, to unpack the often-overlooked world behind contracts, settlements, and the emotional rollercoaster of property transactions.
Jared brings a rare blend of calm authority and real-world insight to the table. We dive deep into what happens when deals go sideways, why bank delays are more common than you think, and how to navigate family dynamics like the Bank of Mum and Dad, without creating legal landmines.
Whether you're a first-home buyer, investor, or industry professional, this is a must-listen if you want to understand how to protect yourself, your money, and your peace of mind.
This episode is packed with hard-won lessons, behind-the-scenes stories, and practical advice that could save you thousands and a whole lot of stress.
Key Moments:
00:00 Who is Jared Zak
02:03 How Jared Built One of Australia’s Top Conveyancing Firms
07:10 The Hidden Work Behind Settlements
10:16 The Bank of Mum and Dad: Risks, Loans & Legal Traps
16:07 Guarantors, Gifts, and Family Fallouts
25:17 Why Indep

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

  continue reading

223 episodes

Artwork
iconShare
 
Manage episode 488942297 series 3595474
Content provided by Aaron Christie-David. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aaron Christie-David or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

👉 Whether you're a first home buyer or expanding your portfolio, Atelier Wealth can help. Book a discovery session with a mortgage broker here: https://calendly.com/atelier-wealth-discovery-team
👉 For everything you need to know about getting a loan approved and buying a property, read the Happy Home Loan Handbook by Aaron Christie-David. Get a FREE chapter here: https://atelierwealth.com.au/the-happy-home-loan-handbook/

Meet Jared Zak: The legal backbone behind seamless property deals
What really happens after you sign on the dotted line? In this episode, I sit down with Jared Zak, founder of one of the largest conveyancing firms in New South Wales, to unpack the often-overlooked world behind contracts, settlements, and the emotional rollercoaster of property transactions.
Jared brings a rare blend of calm authority and real-world insight to the table. We dive deep into what happens when deals go sideways, why bank delays are more common than you think, and how to navigate family dynamics like the Bank of Mum and Dad, without creating legal landmines.
Whether you're a first-home buyer, investor, or industry professional, this is a must-listen if you want to understand how to protect yourself, your money, and your peace of mind.
This episode is packed with hard-won lessons, behind-the-scenes stories, and practical advice that could save you thousands and a whole lot of stress.
Key Moments:
00:00 Who is Jared Zak
02:03 How Jared Built One of Australia’s Top Conveyancing Firms
07:10 The Hidden Work Behind Settlements
10:16 The Bank of Mum and Dad: Risks, Loans & Legal Traps
16:07 Guarantors, Gifts, and Family Fallouts
25:17 Why Indep

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

  continue reading

223 episodes

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