Episode Details
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#351: Property Ownership and Mortgage Structuring for Investments to Maximise Wealth Creation
Published 6 months ago
Description
In this episode, a great listener question from Brendan sparks the conversation. The Trio take a strategic deep dive into ownership structures, equity release and lender policy, helping investors align tax outcomes, borrowing power and long-term portfolio planning.
The Property Trio is:
David Johnston, Mortgage Broker - Managing Director of Property Planning Australia https://propertyplanning.com.au/
Cate Bakos, Buyers Advocate - Managing Director of Cate Bakos Property https://www.catebakos.com.au/
Mike Mortlock, Quantity Surveyor - Managing Director of MCG Quantity Surveyors https://www.mcgqs.com.au/
📩 Got a question you want answered in a future episode? Send it through https://www.propertytrio.com.au/contact-us/
You can find more info about topics covered in today's show here:
https://www.propertytrio.com.au/2026/03/02/ownership-structuring-strategy/
And... don't forget our LIVE Podcast Event this week - Thursday 5th March at Latrobe Golf Club - 8 Farm Road, Alphington, VIC.
You can access tickets Here.
The Property Trio is:
David Johnston, Mortgage Broker - Managing Director of Property Planning Australia https://propertyplanning.com.au/
Cate Bakos, Buyers Advocate - Managing Director of Cate Bakos Property https://www.catebakos.com.au/
Mike Mortlock, Quantity Surveyor - Managing Director of MCG Quantity Surveyors https://www.mcgqs.com.au/
📩 Got a question you want answered in a future episode? Send it through https://www.propertytrio.com.au/contact-us/
You can find more info about topics covered in today's show here:
https://www.propertytrio.com.au/2026/03/02/ownership-structuring-strategy/
And... don't forget our LIVE Podcast Event this week - Thursday 5th March at Latrobe Golf Club - 8 Farm Road, Alphington, VIC.
You can access tickets Here.