Meet Allan Mason: From Kerry Packer’s accountant to property investment powerhouse

What if the key to financial freedom wasn’t luck but mindset? Allan Mason, Kerry Packer’s former accountant and the author of Retire Young, Make Lots of Money, and Pay Less Tax, joins the show to share decades of wisdom on how everyday Australians can build lasting wealth through smart investing, strategic tax planning, and decisive action.

In this episode, we unpack the mindset and money moves that separate successful investors from those who stay stuck on the sidelines.

You’ll learn:

  • How to buy your first investment property in Australia the smart way
  • Why paying off your home first might be the worst financial move
  • The truth about tax planning and why “minimising” isn’t always winning
  • How to think like the wealthy and play the long-term game

💬 Share your favourite takeaway in the comments, hit subscribe, and join the Property Accelerator community for more expert insights!

We talk about:

00:00Why You’ll Never Build Wealth Sitting Out
01:02Meet Allan Mason, Kerry Packer’s Accountant
04:10Should You Pay Off Your Home First?
07:05Why You Must “Play the Game” to Win
10:00The Two Regrets Every Investor Has
12:00Why Property Builds More Wealth Than Anything
14:10How to Break Free from the Poverty Trap
16:05How $3M Became $15M
19:50How to Legally Pay Less Tax
21:45Why You Need a Proactive Accountant
25:06Allan’s Journey to Working with Kerry Packer
28:15Tax Accountant vs Wealth Builder
30:00Reduce Tax Using Smart Property Moves
31:04Why Tax Planning Timing Matters
34:25The Tax Perks of Investing in Super
38:45Why Allan Still Works After Success
42:00Why Impact Beats Profit
46:16Shift Your Mindset, Build Wealth

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:
Website | Instagram | Facebook | LinkedIn | YouTube

About Allan Mason:

Allan Mason is a Chartered Accountant with over 40 years’ experience and nearly 15 years working across financial services and non-accounting ventures. He founded Encore Accounting in Brisbane and specialises in delivering elite tax, structuring, and wealth strategies for high-net-wealth clients. 

Having served high-profile business owners, including in connection with the late Kerry Packer, Allan is also the author of the bestselling Tax Secrets of the Rich. His work focuses on helping individuals and property investors legally optimise tax, structure their assets, and build lasting wealth.

🔗 Connect with Allan Mason:

Website | LinkedIn | X