🎧 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 59 Why Valuers Are Killing Your Property Deals – And How to Respond
Finance This, Property That
13 minutes
3 months ago
Episode 59 Why Valuers Are Killing Your Property Deals – And How to Respond
In this insightful episode, mortgage planner and finance strategist Dion Fernandez unpacks a frustrating reality in the property investment world: how inconsistent and conservative property valuations can derail your finance strategy. Drawing from real client experiences, Dion reveals why different valuers can assess the same property with wildly different outcomes—and what you can do about it. Listeners will walk away with a deeper understanding of: Why valuations can come in low, even in a ...
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...
