How to Build Wealth, Scale a Brokerage & Buy Property the Right Way

👉 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/

What if your mortgage broker thought like a wealth strategist? In this episode, I share the journey of growing Atelier Wealth from a two-person start-up into a brokerage that helps Australians buy their first investment property, unlock equity, and scale into the top 1% of investors.

I open up about the seasons of business, the lessons from burnout, and why building a team is the only way to create freedom as a broker. From working hand-in-hand with buyer’s agents to writing The Happy Home Loan Handbook and launching the Property Accelerator community, this conversation is about more than loans. It’s about mindset, growth, and helping everyday Australians realise what’s possible.

Dive into this episode to learn the strategies behind building a high-performance broking business, the importance of referral partnerships, and why the best time to invest is still now.

Key Takeaways

• How to buy your first investment property in Australia.
• Why broking should be treated as a team sport.
• Building strong referral ecosystems with buyers’ agents, accountants, and planners.
• Why waiting on government policy is risky, control what you can, buy when you can.

🎙️ Subscribe to the Property Investment Podcast for weekly strategies. https://tinyurl.com/3fuwkvph
🚀 Join the Property Accelerator Community and learn how top 1% investors build portfolios. Drop us a message. https://tinyurl.com/p7tesmnk

Key Moments:

00:00 How Atelier Wealth grew from two people to 22 brokers
04:10 How to build referral partnerships with buyers’ agents
09:00 How to choose the right buyers’ agent and the red flags to avoid
10:25 How to balance business growth with family priorities
20:00 What does a modern broking team structure look like?
23:45 Why I wrote the Happy Home Loan Handbook
30:00 Building the Property Accelerator community for investors
32:10 Why now is the best time to buy property in Australia
45:30 Why he shares everything with other brokers

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