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The Property Trio (formerly The Property Planner, Buyer and Professor)

The Property Trio (formerly The Property Planner, Buyer and Professor)

#377: The 6 Principles for Property Success to Build Lasting Wealth & Create Your Ideal Lifestyle

The Property Trio (formerly The Property Planner, Buyer and Professor) · Aug 31, 2026 · 1:04:15

0:001:04:15

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The Trio unpack the six principles that separate lasting property wealth from a scattered portfolio. They start with goal setting and long-term planning, then move through mortgage strategy, risk management, and the money management habits that fund a lifestyle by design.

Dave discusses a sobering example of first home buyers facing negative equity after buying at 95% LVR, while Mike explains why compounding and buy and hold tend to beat timing the market.

The Trio also make the case for quality over quantity, arguing well chosen properties beat a sprawling portfolio.

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/  

Shownotes: https://www.propertytrio.com.au/2026/08/31/the-six-principles-for-property-ssuccess/

Episodes: The Property Trio (formerly The Property Planner, Buyer and Professor)

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