#351: Property Ownership and Mortgage Structuring for Investments to Maximise Wealth Creation

The Property Trio (formerly The Property Planner, Buyer and Professor) · Mar 2, 2026 · 49:26

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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 .