January 22, 2023

Ben Brett - Why Investing in Property Is Only Part of Your Portfolio. This Financial Planner Explains the Building Blocks to Creating Financial Freedom

29 minutes

Want to make the most of a property investment? Learn these steps first to increase your chances of success.

Welcome to the Australian Property Investment Podcast. In each episode, we ask a guest expert to share their key insights for aspiring investors to make confident property choices.

In this week's episode, Ben Brett, owner and financial planner at Bounce Financial, shares his 12-step wealth roadmap to help you reach financial freedom as a property investor.

Bret also talks about the importance of proper planning when buying a home, ways to minimise financial uncertainties, the truth about property speculation, common financial mistakes to avoid when purchasing property, and much more.

If you're a property investor interested in learning how to properly plan your way to financial freedom, then make sure to listen to this episode!

Time Stamps:

00:00 - Intro

01:45 - Livable and Friendly Places in Brisbane

02:28 - Ben Brett's Three Ps (Personal Professional and Property Journey)

03:48 - The End Goal Isn't Retirement Anymore

06:29 - The Real Value of Property

09:08 - Property Speculations

12:29 - Asset Rich Cash Poor

13:26 - Bren's 12-Step Methodology

20:39 - Mistakes in Purchasing a Property

24:20 - Individual Financial Planning

26:31 - Criteria for Choosing a Financial Planner

27:40 - Final Messages

28:40 - Outro

About Our Host:

Aaron-Christie David is the founder of Atelier Wealth and a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors 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 in 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 Aaron on Facebook: https://www.f

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

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By Aaron Christie-David