👤 Guest: Morgan Patrick Wilson ⏱️ Duration: 38:00 🎙️ Top Quotes “If you’re chasing rate as your number one priority, just go directly to the bank. But if you're trying to grow a portfolio, it's all about the funding stack.”“When structuring a property portfolio, tax effectiveness and asset protection are everything. Do it once, do it right, and don’t look back.”“Your super fund is the most tax-efficient investment vehicle we have in Australia — but you have to know how and when to use it.”📌 E...
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👤 Guest: Morgan Patrick Wilson ⏱️ Duration: 38:00 🎙️ Top Quotes “If you’re chasing rate as your number one priority, just go directly to the bank. But if you're trying to grow a portfolio, it's all about the funding stack.”“When structuring a property portfolio, tax effectiveness and asset protection are everything. Do it once, do it right, and don’t look back.”“Your super fund is the most tax-efficient investment vehicle we have in Australia — but you have to know how and when to use it.”📌 E...
Episode 57 What Really Happens When You Apply for a Loan (Part 1)
Finance This, Property That
10 minutes
4 months ago
Episode 57 What Really Happens When You Apply for a Loan (Part 1)
In this foundational episode of a two-part series, Dion Fernandez—mortgage planner, finance strategist, and Broker of the Year nominee—pulls back the curtain on what actually happens when you apply for a loan with his team. Far from just collecting documents and pressing "submit," Dion reveals a high-performance process built for results, not rejections. Whether you're a busy professional, self-employed, or a serious investor, you'll discover how his structured approach helps avoid declines, ...
Finance This, Property That
👤 Guest: Morgan Patrick Wilson ⏱️ Duration: 38:00 🎙️ Top Quotes “If you’re chasing rate as your number one priority, just go directly to the bank. But if you're trying to grow a portfolio, it's all about the funding stack.”“When structuring a property portfolio, tax effectiveness and asset protection are everything. Do it once, do it right, and don’t look back.”“Your super fund is the most tax-efficient investment vehicle we have in Australia — but you have to know how and when to use it.”📌 E...
