Highlights - 🏘 How Private Banking Can Help You Grow Your Property Portfolio 💰! Ajith Thazhath 🤝

0:00 Intro
0:05 Private Banking Overview
3:54 Benefits of private banking
9:33 Importance of Long-Term Relationships in Wealth Management
10:28 Characteristics of Sophisticated Investors
13:31 Avoiding Common Mistakes in Property Investment

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To learn more in detail Please Watch the Full Episode -
https://youtube.com/live/ev7IY3FN6MA
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Some of the Topics we discussed in the Main Live Session is below -


Session Intro
Journey into Private Banking Career
Private Banking Overview
Entry criteria for private banking
How Private Banking Services May Not Be Ideal for Lower Income Levels
Benefits of private banking
Financial Planning and Milestone Setting
Importance of Long-Term Relationships in Wealth Management
Private Banking vs. Retail Brokerage
Characteristics of Sophisticated Investors
Importance of Diversification in Banking Relationships
Psychology of High Net Worth Individuals
Building Networking Relationships
What are the typical deals run across your desk for these sophisticated investors?
Safeguarding Investments and Wealth
Creating Passive Income Streams
Real Estate as a Preferred Asset Class
Commercial vs. Residential Investments
Avoiding Common Mistakes in Property Investment
Key Takeaways and Building Connections
Connecting and Learning More from Ajith

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Morgan is a Sydney based Mortgage Broker, Director & Founder of Full Circle Finance. After completing a degree in Economics and holding many frontline banking roles, he decided at the age of 31 to take the next big step in his career by leaving a ‘comfortable’ 10 year corporate career at Australia’s best known bank, Commonwealth Bank to pursue his passion in property and finance.

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Connect with Aus Property Investors, Joe Tucker and Jef Miles:
  / auspropertyinvestorsgroup  

Every Wednesday at 7:30 pm we interview amazing property people, no spruikers, sharks or BS, only insightful people we see value sharing with the community.

SUBSCRIBE:    / @auspropertyinvestors3802  

Connect with Ajith: https://www.nab.com.au/

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Take 10 seconds and sign up for our Aus Property Investor newsletter: https://propertyinvesting.substack.com/

Every second Sunday of the month, you’ll get an email which is a download of the amazing guests we have had on the Facebook Group. Inside will be fun and useful things to ponder and try on your own property journey. 🙌

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About Aus Property Investors Facebook group:
It’s one of Australia’s largest Facebook Communities dedicated to Property Investing. It was started by two friends Joe Tucker and Jef Miles who love property investing in Australia. We would constantly phone call people we respected in the property space and chat about how they have done so well. We realised, heck we love these chats so much, why don’t we record them all. This is how the community was born, we’d invite all our property friends to share their insights with everyone. We have investors from all walks of property life, investors with $20M+ portfolios, people with 25+ properties and people like you, just starting out or have a few property wins under their belt. Join the community!

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This live is powered by Hello Haus 💪!! If you need to understand more about the Property Buying Process have a chat with Scott Aggett by checking out the link below, also in the comments we have a special offer 🥳🏠

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We have a second sponsor of the show powering us on and helping you along the way in your investing journey 🥳!! If you're at the stage where you feel that commercial property is the next step and are not sure where to start, check out Steve Palise from Palise Property and his epic and new + a great price commercial 🏠 Property Course, also in the comments we'll be bringing Aus Property Investors a special offer 👇

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