Investor Insight | How He Has Built His Portfolio: Lessons and Sharing His Journey episode artwork

EPISODE · Jan 15, 2023 · 38 MIN

Investor Insight | How He Has Built His Portfolio: Lessons and Sharing His Journey

from Australian Property Investment Podcast · host Aaron Christie-David

Want to learn our client's mindset and strategies that helped him become a savvy and successful property investor?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, my wife and business partner Bernadette and I interview our client Michael O'Neill, who shares his wealth of knowledge and experience throughout his property journey. He specifically talks about why a strong understanding of economics alone is not enough to excel in property investing, how he built his reliable team of property experts, whether refinancing a property with the new super fund is a great idea, the lessons he wishes he had learned earlier as a property investor, and so much more. If you want to hear from someone who has taken strides in gaining true knowledge in property investing, then make sure to listen to this episode!Time Stamps:00:00 - Intro01:39 - Michael's Three Ps (Personal Professional and Property Journey)03:10 - Being an Investor and Economist07:43 - Buying a Share vs Buying a Property09:07 - Michael's Learnings throughout the Journey11:17 - Building Your Team14:57 - Refinancing Property with Superfund23:08 - How to Handle Moving Goal Post25:40 - Having a Mentor28:51 - Tax Benefits in New Houses31:02 - Determine the Critical Aspects of Your Goals33:34 - Engaging with a Lot of Professionals37:15 - Final Messages37:55 - OutroAbout 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.facebook.com/aaronchristiedavid  Follow Aaron on LinkedIn: https://www.linkedin.com/in/aaron-christie-david-a7482a21/ Subscribe to Atelier Wealth’s YouTube Channel: https://www.youtube.com/channel/UCKdm2ssEHel1kyQLAHGvNPQConnect with Michael: Follow Michael on LinkedIn: https://www.linkedin.com/in/michaeloneill303/ 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/aaronchristiedavidFollow 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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Want to learn our client's mindset and strategies that helped him become a savvy and successful property investor? 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, my wife and business partner Bernadette and I interview our client Michael O'Neill, who shares his wealth of knowledge and experience throughout his property journey. He s...

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Investor Insight | How He Has Built His Portfolio: Lessons and Sharing His Journey

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