What if the key to financial success wasn’t just about the numbers but about alignment?

In this episode, I sit down with property expert Arjun Paliwal to unpack one of the biggest challenges couples face: getting on the same page financially. From navigating different risk appetites to deciding between rentvesting or buying a home, we dive deep into the conversations that can make or break a couple’s wealth-building journey.

Arjun shares his personal experience in balancing property investing with family life, the biggest mistakes couples make when structuring their investments, and why the best investors think like business owners. If you’ve ever debated whether to invest, buy your dream home, or how to make financial decisions as a team, this episode is for you.

Arjun Paliwal talks about:

01:00Arjun Paliwal Intro
03:15Why Couples Struggle with Financial Alignment
07:42The Logic vs. Emotion Debate in Investing
13:30Rentvesting vs. Buying a Home
19:10The Role of Goal Setting and Clear Communication
27:45How to Treat Your Portfolio Like a Business
33:20DIY vs. Done-for-You Investing
39:05Misconceptions About Investing in Today’s Market
42:30Case Study of a Couple Who Built Wealth Strategically
47:55The Long-Term Mindset Shift

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 Arjun: 

Arjun Paliwal is the Founder & Head of Research at InvestorKit, an award-winning property investment advisory firm that has facilitated $1 billion+ in property transactions and helped investors purchase 1,200+ properties across Australia.

Under his leadership, InvestorKit made history as the only back-to-back ‘Buyers Agency of the Year’ winner (2023 & 2024) by Real Estate Business (REB). Recognized as REB’s ‘Rising Star’ (2020), a three-time finalist for Sydney Young Entrepreneur of the Year, and a Top 50 Small Business Leader in Australia (2022), Arjun is known for his data-driven investment strategies.

A former Commonwealth Bank of Australia (CBA) Branch Manager and CEO Award winner, he now leads a team of 40+ experts, guiding investors toward long-term financial success through research-backed property acquisitions.

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

Connect with Arjun: 

Visit the website: https://www.investorkit.com.au/

Follow Arjun on LinkedIn: https://www.linkedin.com/in/propertybuyersagent/

Follow Arjun on Facebook: https://www.facebook.com/arjunfrominvestorkit

Follow Arjun on Instagram: https://www.instagram.com/arjpaliwal/?hl=en