Love & Money: Stories from couples in love and business

by 27 May 2024Podcast, The Money Brew Podcast

Welcome back to ‘The Money Brew’. Join me as I chat with Aaron Christie-David from Atelier Wealth Mortgage Brokers about his journey from corporate marketing to mortgage broker. Aaron shares the joy he gets helping people build property portfolios, aiming to provide a cushion for their retirement, and fostering a lifestyle not dictated solely by wages but by passion and preference.

In this episode:

  • The establishment of Atelier Wealth
  • The complexities of running a business as a couple
  • Building a life by passion and preference rather than wages
  • How they approach their money “dates”
  • Aaron’s book “The Happy Home Loan Handbook”.

Links:

Tune in to “The Money Brew” – Aaron’s story is not just about the success of Atelier Wealth but about the impact of shared dreams, resilience, and the pursuit of happiness in both his personal and professional life.

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Kylie is the Yin to Anthony’s Yang.

With a Diploma in Financial Planning, she’s spent over 25 years in the financial services industry, using her knowledge and skills to successfully weave an adoration of style and travel, alongside business, into her life.

While Kylie brings experience and knowledge from brands like ANZ, HSBC, Deutsche Bank and Merrill Lynch, she also brings heart and inspiration to Creo Wealth. This shows in how she manages the Creo Wealth team who feel appreciated by Kylie (oh, and Anthony too!)

But Kylie’s heart and inspiration doesn’t stop there. She’s a huge spender and certifiable shoe addict. This, along with her upbringing, means Kylie truly understands how hard it is to get in touch with your money story.

She’s on a mission to educate people to help them understand their money story. And then give them the tools to begin rewriting it. Kylie loves to use her stylish shoes to kick-start people’s confidence to set and reach their financial goals.

And the fun part for Kylie?

She always looks classy when she challenges Anthony for that last M&M.