As 2024 wraps up, we’re diving into an intimate and powerful conversation with Aaron and Bernie about the year that was—and how you can take charge of your 2025 goals.

Recorded straight from their home, this episode reflects on the personal and professional lessons that reshaped their approach to life, business, and property investing.

Whether it’s battling burnout, shifting priorities, or building stronger foundations for wealth, this candid discussion will resonate with anyone looking to grow and realign for success.

💬 Key Topics Discussed:
🔹 Finding balance between family, health, and business
🔹 The importance of aligning values with your property and life decisions
🔹 Avoiding financial traps and staying the course with your investment strategy

🎧 If you’re ready to reflect, reset, and build a meaningful plan for the year ahead, tune in to this must-listen episode now!

Atelier Wealth's Mortgage Brokers talk about:

00:00Introduction to the TRIFECTA
02:30Lessons from Burnout: Realigning Health, Family, and Business Priorities
05:45Rentvesting vs. Home Ownership: Making the Right Choice for Your Goals
09:15Investing as a Couple: Aligning Values for Success
12:40Building the Right Team: Why Second Opinions Matter
15:25The Tall Poppy Syndrome: Dealing with Success Criticism
18:10Why High Earners Need to Plan Beyond a Great Income
21:35Avoiding Financial Traps: Credit Cards, Car Loans, and Lifestyle Inflation
24:50The Long Game: Staying Disciplined and Trusting the Process
27:30Property as a Tool for Financial Freedom and Generational Wealth
39:15Property as a Pathway to Financial Freedom and Intergenerational Wealth
42:00Wrapping Up 2024: How to Make 2025 Your Best Year Yet

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.

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.

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