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Are you an investor or a homebuyer who wants to use research data to make better quality decisions?
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 episode, Kent Lardner, founder of Suburbtrends, shares his knowledge and insights about using technology and data to help you become a smarter investor or home buyer.
He talks about lead indicators, SA1, SA2, and SA3, overcoming home bias using data, making an educated decision without analysis paralysis, and so much more.
If you want to get valuable insights about using research data to make smarter and more confident investing and buying decisions, then make sure to listen to this episode!
Looking for expert conversations that educate investors like yourself to help you build a quality property portfolio? You’re in the right place. Stay tuned!
Time Stamps:
00:00 - Intro
01:21 - Kent's 3Ps (Personal, Professional, and Property Journey)
06:30 - Investors Transitioning to a More Advanced Use of Technology in Investing
08:48 - How to Make Good Decision Making without Analysis Paralysis
12:56 - Lead Indicators
14:14 - The SA1 and SA2
16:25 - Good Quality Educated Decisions Using Data
22:18 -How Investors Overcome Home Bias Using Data
24:57 - Kent's Other Plans for This Year
27:49 - Final Messages
29:03 - 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:
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
The Sunshine Coast property market is currently being sought after by many investors. But what's the story behind this? Why are people investing in property here?
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 episode, Keeta Gibson, founder and director of Ocean Buyers Agency, shares her wealth of knowledge about the Sunshine Coast property market to help you decide what to look out for if you're considering buying property in this beautiful place.
She also shares her insights on why people are attracted to Sunshine Coast vs. Gold Coast, the changes in the actual property types, which suburbs corridor has performed better than others, what is being invested into the region, and so much more.
If you're interested in buying, investing, or moving to Sunshine Coast and want to hear exclusive information from a local who's also an expert buyer's agent, then make sure to listen to this episode!
Looking for expert conversations that educate investors like yourself to help you build a quality property portfolio? You’re in the right place. Stay tuned!
Time Stamps:
00:00 - Intro
03:07 - Keeta's 3Ps (Personal, Professional, and Property Journey)
07:24 - Demand on the Sunshine Coast
10:57 - Change in Area Demographics and Community Fabric
14:22 - Rental Yields and Better Suburbs
18:30 - Investors Favoring Some Units
22:46 - Sunshine Coast Region Investments
28:49 - 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://atelierwealt
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
Want to learn how our guest today was able to achieve a 6-figure passive income from his property portfolio using a data-driven strategy?
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, PK Gupta, host of the Aus Property Mastery Podcast and creator of the Property Investment Accelerator Course, shares his journey from being a beginner property investor to a successful property mogul and everything he learned along the way.
PK also discusses whether you should prioritise quality over quantity when it comes to property investing, which types of properties can withstand interest rate increases, how he helped his online community grow their wealth, and much more!
If you're interested in learning more about PK's background story and how he has earned six figures passively using his data-lead property investing strategy, then make sure to listen to this episode!
Looking for expert conversations that educate investors like yourself to help you build a quality property portfolio? You’re in the right place. Stay tuned!
Time Stamps:
00:00 Intro
01:30 - PK Gupta's Background Story
06:10 - PK Gupta's Property Journey Through Highs and Lows
13:29 - Quality Over Quantity Debate
17:50 - Rising Rates
24:22 - PK Gupta's Community Engagement
31:12 - Future Plans and Development
33:07 - Final Messages
34:23 - 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:
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
There's no doubt that investing in property is a great way to secure your financial future. But with interest rates on the rise, is it still possible to achieve investment 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, Paul Glossop, an award-winning property investment specialist and the founder of Pure Property Investment, shares with us his expert insights on how to invest in property successfully even when rates are on the rise.
Paul also discusses short-term vs. long-term property investing, what would happen with rent and cash flow if you owned multiple properties, where he is buying and seeing opportunities, and much more!
If you want to learn directly from a property investment specialist how you can secure your financial future and build long-term wealth even amidst increasing rates, then make sure to listen to this episode!
Looking for expert conversations that educate investors like yourself to help you build a
quality property portfolio? You’re in the right place. Stay tuned!
Time Stamps:
00:00 - Intro
02:15 - What to Expect in the Short-Term Market
05:50 - The Long-Term Game
11:08 - What Happens with Cash Flows and Rents
15:13 - The Era of Brokers
19:32 - Key Areas in Seeking Out for Clients
29:05 - Paul's Property During the Pandemic
31:22 - Final Advice
32:34 - 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:
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
Do you want to get rid of the mental roadblock that's been holding you back from growing and scaling your property investment portfolio?
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, Keith Abraham, a world-renowned motivational speaker, leadership coach, and author of five best-selling books, shares with us how you can hit the level of performance you need to achieve your investment goals.
He also talks about how you can overcome self-sabotage, how proven success habits increase your confidence, and how his free resources can help you accelerate your performance and become the best version of yourself.
If you want to learn more about how you can harness your passion, focus on what's important, and achieve your goals like a top-performing investor, then make sure to listen to this episode!
Looking for expert conversations that educate investors like yourself to help you build a quality property portfolio? You’re in the right place. Stay tuned!
Time Stamps:
00:00 - Intro
03:13 - Keith's 3Ps (Personal, Professional, and Property Journey)
06:04 - When The "Why" is Clear, the "How" Becomes Easy
11:06 - Keith's Resources and "Goal Driver"
16:26 - Self-Imposed Roadblocks
19:30 - Success Habits Tips
21:30 - The Challenge on Taking Advice
24:42 - Final Messages
26:29 - 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:
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
Have you ever wondered what lenders are looking for when they decide to approve or deny your loan application?
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, we are joined by Jaymee Belleza, Credit Manager at Bluestone Home Loans, as she shares with us what goes into a lender's decision-making process when it comes to approving or denying a loan application.
She also gives valuable insights regarding why a loan gets rejected, whether a declined credit card can be overturned, why a credit manager asks too much of the clients, how credit assessors can help you, and so much more.
If you want to learn more about the approval process directly from a credit manager so you can make your loan application as smooth and stress-free as possible, then make sure to listen to this episode!
Looking for expert conversations that educate investors like yourself to help you build a quality property portfolio? You’re in the right place. Stay tuned!
Time Stamps:
00:00 Intro
01:03 What Does It Mean to Be a Credit Manager?
02:36 What are Credit Managers Looking for in Loan Applications?
06:09 Company Discrepancies
07:27 Reasons for Loan Rejections
08:56 Numbers or Percentage of Loans Approved
10:20 Why Unexpected Things Happen
12:09 Can A Declined Credit Card be Overturned?
13:58 Reasons Why Credit Managers Ask Too Much to the Client
16:38 Jamie's Advice to Move Forward
18:08 Senior Underwriter vs. Normal Underwriter
22:03 How Does an Application Get Upweighted or Recognised?
23:36 How Credit Assessors Help You
26:20 Can Somebody Put a Settlement Condition?
28:56 Final Thoughts/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 bro
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
Did you know that there is a high need for a professional design firm that focuses on investment projects?
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.
Joining us for this week’s episode is Nathan Battishall, a building designer expert for the last 18 years, working with developers, builders, and investors to help them with projects ranging from townhouses to high-density condominiums and townhouse complexes.
Nathan also talked about his strategies and even gave some advice on taking huge risks and more!
If you want to learn more from Nathan about investing, building or property development, make sure to listen to this episode!
Looking for expert conversations that educate investors like yourself to help you build a quality property portfolio? You’re in the right place. Stay tuned!
Time Stamps:
00:00 Intro
00:29 Nathan's 3Ps (Personal, Professional, and Property Journey)
07:20 Council Approval
08:15 Building Delays
09:45 Nathan's Pre-pandemic Site
11:06 Nathan's Creative Ways
12:23 Nathan's Strategy
16:38 Nathan's Numbers
18:38 Nathan's Advice About Taking Risks
21:23 Nathan's Team Sequence
22:43 Nathan's Insight
27:07 Nathan's Team
32:11 Client Case Study #1
35:20 Client Case Study #2
42:06 Final Thoughts
42:06 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 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 Aaron on Facebook:
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
Interested in exploring the South Coast from a buyer's agent investment standpoint? You’ve come to the right place.
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, we are joined by Tim McGoldrick, a licenced real estate agent that specialises in the South Coast area. He has been assisting his customers in buying, selling, and renting houses since 2005, handling all aspects of the real estate business.
Tim also discussed how to engage an agent during a negotiation and how a buyer put their best foot forward when dealing with real estate and more!
If you want to learn more from Tim about properties on the South Coast, make sure to listen to this episode!
Looking for expert conversations that educate investors like yourself to help you build a quality property portfolio? You’re in the right place. Stay tuned!
Time Stamps:
00:00 - Intro
01:16 - Tim's 3 Ps (Personal, Professional and Property Journey)
04:37 - Tim's Idea of Rebranding
06:14 - Market Changes in Pre-Covid and Post-Covid
07:44 - Demographic and Investors Shifting in the Market
11:06 - The Cost of Running a Property
15:12 - Government-Backed Infrastructure
17:45 - The Best Way for a Buyer to Deal with Agents
20:47 - How Does Someone Make a Successful Offer
26:06 - What Attracts Investors to Buy on South Coast
29:38 - 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 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
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
Finding the perfect property requires time and planning. How would you know if you have found a suitable property ready for purchase?
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, we are joined by the Chairman of the Real Estate Institute Illawarra, Trever Molenaar, as he shares with us his wealth of knowledge on buying a property.
Trever also discussed how to make an educated purchasing decision, his insights on current market shifts, level the playing field by discerning good and bad buyers and more!
If you want to learn more from Trever about educated property buying, make sure to listen to this episode!
Looking for expert conversations that educate investors like yourself to help you build a quality property portfolio? You’re in the right place. Stay tuned!
Time Stamps:
00:00 - Intro
01:47 - Trever's 3Ps (Personal, Professional and Property Journey)
04:30 - Dealing with Clients in a New Lifestyle
07:45 - What Attracts Investors to a New Developing Areas
10:03 - Families Moving to Other Places to Buy Low-Priced Property
11:01 - Bad Buyer vs Good Buyer
15:47 - Trever's Insights on Current Market Shifts
18:24 - Process in Increasing Rent
19:04 - Message to Vendors, Buyers and Investors
21:56 - 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 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 Aaron on Facebook: https://www.facebook.c
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
You may think only the wealthy need an estate plan, but anyone—regardless of age, marital status, or total assets—benefits from having one in place.
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, Olivia Southall and Nicki McNamara of Kells Your Lawyers share their expertise in will and estate planning and why it is essential to create an advance directive or a living will.
They also discuss how having a clear estate plan may spare your assets and family's well-being from a lot of concern and decision-making.
If you want to learn more from Olivia and Nicki about Will and Estate Planning, then make sure to listen to this episode!
Looking for expert conversations that educate investors like yourself to help you build a quality property portfolio? You’re in the right place. Stay tuned!
Time Stamps:
00:00 - Intro
02:07 - Olivia and Nicki's 3Ps (Personal, Professional and Property Journey)
05:39 - What is a Will and Estate Plan?
09:10 - Talk to Your Family About Making A Will
11:02 - If There's Already A Will in Place
14:03 - If There is No Will in Place
14:54 - When Is the Right Time to Delegate Authority
16:03 - Dealing with Easy and Complex Cases
18:15 - Superannuation Nominations
20:17 - The Law of Intestacy and How to Discuss this Law with the Family
22:29 - What to Consider When Updating Your Will
26:16 - Dealing with Court Proceedings
27:54 - Final Thoughts and Conclusions
29:49 - 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 webs
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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