Dec 22 2024 47 mins 11
As 2024 wraps up, we’re diving into an intimate and powerful conversation with Aaron and Bernie about the year that was—and how you can take charge of your 2025 goals.
Recorded straight from their home, this episode reflects on the personal and professional lessons that reshaped their approach to life, business, and property investing.
Whether it’s battling burnout, shifting priorities, or building stronger foundations for wealth, this candid discussion will resonate with anyone looking to grow and realign for success.
💬 Key Topics Discussed:
🔹 Finding balance between family, health, and business
🔹 The importance of aligning values with your property and life decisions
🔹 Avoiding financial traps and staying the course with your investment strategy
🎧 If you’re ready to reflect, reset, and build a meaningful plan for the year ahead, tune in to this must-listen episode now!
Timestamps:
00:00 - Welcome to the 2024 Wrap-Up Episode
02:30 - Lessons from Burnout: Realigning Health, Family, and Business Priorities
05:45 - Rentvesting vs. Home Ownership: Making the Right Choice for Your Goals
09:15 - Investing as a Couple: Aligning Values for Success
12:40 - Building the Right Team: Why Second Opinions Matter
15:25 - The Tall Poppy Syndrome: Dealing with Success Criticism
18:10 - Why High Earners Need to Plan Beyond a Great Income
21:35 - Avoiding Financial Traps: Credit Cards, Car Loans, and Lifestyle Inflation
24:50 - The Long Game: Staying Disciplined and Trusting the Process
27:30 - Property as a Tool for Financial Freedom and Generational Wealth
31:00 - Reflecting on 2024: Planning for an Intentional and Successful 2025
39:15 - Property as a Pathway to Financial Freedom and Intergenerational Wealth
42:00 - Wrapping Up 2024: How to Make 2025 Your Best Year Yet
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
