🎧 Episode Synopsis In this value-packed episode of Finance This Property That, host Dion sits down with Morgan Wilson from Creditte to unpack the often-missed synergy between brokers and accountants. They dive deep into how aligned tax advice and lending strategy can make or break a property portfolio — especially for self-employed investors. From real-world client stories to costly mistakes around trust structures, SMSFs, and low-doc lending, this episode is a masterclass in getting your tea...
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🎧 Episode Synopsis In this value-packed episode of Finance This Property That, host Dion sits down with Morgan Wilson from Creditte to unpack the often-missed synergy between brokers and accountants. They dive deep into how aligned tax advice and lending strategy can make or break a property portfolio — especially for self-employed investors. From real-world client stories to costly mistakes around trust structures, SMSFs, and low-doc lending, this episode is a masterclass in getting your tea...
Episode 56 The 3-Step Framework for Strategic Property Finance
Finance This, Property That
14 minutes
4 months ago
Episode 56 The 3-Step Framework for Strategic Property Finance
In this short but powerful episode, mortgage planner and finance strategist Dion Fernandez breaks down the 3-Step Framework he uses with clients to build serious property portfolios—without chasing low interest rates at the expense of strategy. Whether you’re a time-poor professional, self-employed borrower, or an ambitious investor, this episode lays out how to turn property finance into a long-term wealth-building machine. Dion outlines why defining your outcome is critical before choosing ...
Finance This, Property That
🎧 Episode Synopsis In this value-packed episode of Finance This Property That, host Dion sits down with Morgan Wilson from Creditte to unpack the often-missed synergy between brokers and accountants. They dive deep into how aligned tax advice and lending strategy can make or break a property portfolio — especially for self-employed investors. From real-world client stories to costly mistakes around trust structures, SMSFs, and low-doc lending, this episode is a masterclass in getting your tea...
