👉 Whether you're a first home buyer or expanding your portfolio, Atelier Wealth can help. Book a discovery session with a mortgage broker here: https://calendly.com/atelier-wealth-discovery-team  

👉 For everything you need to know about getting a loan approved and buying a property, read the Happy Home Loan Handbook by Aaron Christie-David. Get a FREE chapter here: https://atelierwealth.com.au/the-happy-home-loan-handbook/ 

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!

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

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