Shares vs Property: a Financial Planner's Perspective

Becoming objective about financial decisions can sometimes be tricky. Let Ben Nash, founder of Pivot Wealth and author of Get Unstuck, share with you his experience and some discoveries about decision-making and strategies.

In this episode

Ben’s journey with starting Pivot WealthGaining knowledge through books and the universityEnjoying work as a Financial PlannerDiscovery about what was happening to his clientsConsiderations to take on Property and SharesMaximising and utilising different structures for respective situationsTips on selecting the people who can affect your decision-makingBen’s objective approach on helping people decide with a financial senseGreat questions to ask yourself to arrive at a good-balanced decision & strategy

Links

LinkedIn

Website

Email: [email protected] and [email protected]

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