My chat with Aaron from Atelier Wealth on my money story | Episode 12

by 22 May 2023The Money Brew Podcast

Sharing my chat with Aaron from Atelier Wealth on my money story amongst other things. Brew yourself a cuppa and enjoy.

In this week’s episode, Kylie Sultana, Practice Development Manager at Creo Wealth and creator of Money Management course, shares her insights and tools to improve your relationship with money and create a financial plan aligned with your values and goals.

She also talks about her insights on the Barefoot Investor strategy, how to understand and rewrite your money story, how to effectively quantify your return on investment, how older and younger couples approach financial planning and retirement differently, why Kylie created her money course and how it can help you take control of your financial well-being, and so much more!

If you want to learn how to reframe your mindset around money so you can become more empowered and make better financial choices, then make sure to listen to this episode!

 

About 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 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 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/UCKdm2ssEHel1kyQLAHGvNPQ

 

Connect with Kylie:
Follow Kylie on LinkedIn: https://www.linkedin.com/in/kyliesultana/
Visit Creo Wealth’s website: https://creowealth.com.au/
Follow Creo Wealth on Facebook: https://www.facebook.com/creowealth
Follow Creo Wealth on Instagram: https://www.instagram.com/creowealth
Check out Kylie’s Money Management Course: https://creowealth.com.au/money-management-course/

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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.