Cate Bakos, David Johnston and Mike Mortlock

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

Business EN ↓ 371 episodes

Formerly The Property Planner, Buyer and Professor, our show rebranded in 2023 to The Property Trio. Residential property is the only asset class we live in, it is where we raise our families, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are overloaded with information and one size fits all recommendations from the media, well-meaning friends a...

Author

Cate Bakos, David Johnston and Mike Mortlock

Episodes

#96: Market update - Hot Property - median home values, largest property rise since 1988, stock on the market, capitals vs regionals and mor 12.04.2021 41:45

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's market update #20, Dave, Cate and Pete take our listeners through: 1. Hobart median dwelling values Despite being the capital city with the smallest population, median home values in Hobart are higher than Brisbane, Perth, Adelaide, and Darwin. The trio explore the reasons behind this surprising statistic. But is it sust...

#95: Security guarantees, co-borrowing, gifts and more - Helping your kids buy their first property 04.04.2021 39:50

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's ep#76, Dave, Cate and Pete take our listeners through: Market insights 1. March index results show the largest growth since 1988 CoreLogic property results are finally starting to show what we've been seeing on the ground since late last year. Every capital city is increasing full steam ahead. We think the market is only...

#94: Purchasing property in Australia - the winner's curse and how to avoid it 29.03.2021 40:22

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's Ep#75, of the Property Planner, Buyer and Professor Podcast, Dave, Cate and Pete take you through: Market insights 1. NZ abolishes negative gearing Any properties purchased after Saturday 27th of March will not attract tax deductibility on the interest portion of the repayments, while existing investment properties will...

#93: Property Investment - The seven secret steps to buying a house 22.03.2021 40:08

In this week's Ep#74, Dave, Cate and Pete take you through: Market insights 1. ABS and Core Logic data reinforces strong growth for 2021 According to ABS data for the December quarter of 2020, each capital city recorded growth between 2.6% and 3.4% which is between 10%1 and 15% annualised. CoreLogic data, which is more recent, for start of this year suggests even stronger growth of between 3% and...

#92: Property planning and your next purchase - critical considerations and why modelling financial outcomes is vital to success 15.03.2021 42:58

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's Ep#73 of the Property Planner, Buyer and Professor Podcast, Dave, Cate and Pete take you through: Market insights 1. Business confidence reaches decade highs According to the NAB monthly business survey, business confidence rose further in February to reach 16 index points, its highest level since early 2010. Whilst we'r...

#91: Market update - Property values rise at the fastest rate in 17 years, which locations are outperforming, emerging trends and more 08.03.2021 41:14

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's market update #19 of the Property Planner, Buyer and Professor Podcast, the team discuss "Property values rise at the fastest rate in 17 years, which locations are outperforming, emerging trends and more". Dave, Cate and Pete take you through: 1. The February results are in! Summer might be coming to an end, but the prop...

#90: Property prices - what causes values to fall & how to tackle a rising market 01.03.2021 36:40

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode #72, the Property Planner, Buyer and Professor Podcast team discuss "Property prices - what causes values to fall & how to tackle a rapidly rising market", as Dave, Cate and Pete take you through: 1. On the flip side Many of the facets we discussed in the previous episode #71 "Capital growth - what increases...

#89: Capital growth - what increases property value? 22.02.2021 42:29

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode #71, the Property Planner, Buyer and Professor Podcast team discuss "Capital Growth - What increases property value?", as Dave, Cate and Pete take you through: 1. Consumer confidence It doesn't matter how low interest rates are or how easy it is to borrow money. If people are not comfortable and confident, they'r...

#88: Market update - The early trajectory for 2021 - January results, regionals v cities, what's in store for CBD, NZ targets investors, imp 16.02.2021 39:58

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's market update #18 of the Property Planner, Buyer and Professor Podcast, the team discuss "The early trajectory for 2021", as Dave, Cate and Pete take you through: 1. The current property climate We may be heading towards autumn, but temperatures are going through the roof as the property market heats up. If you don't wan...

#87: Optimising tax deductions 2020 and 2021 - Top mortgage and loan strategy tips 09.02.2021 41:41

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode #70 of the Property Planner, Buyer and Professor Podcast, the team discuss "Tax optimisation - using mortgage strategy to create wealth ", as Dave, Cate and Pete take you through: Weekly market insights 1. RBA revises low interest rate forecast Governor of the RBA Phillip Lowe has said that he expects interest ra...

#86: Self-managed super funds (SMSF) in Australia - Pros and Cons 02.02.2021 35:08

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode #69 of the Property Planner, Buyer and Professor Podcast, the team discuss "Self-managed super funds (SMSF) in Australia - Pros and Cons", as Dave, Cate and Pete take you through: 1. What is an SMSF? The trio take you through a crash course in SMSF basics and who you can turn to for advice. 2. How does property f...

#85: Off the market properties - everything you need to know 25.01.2021 26:52

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's ep#68 of the Property Planner, Buyer and Professor Podcast, the team discuss "Off the market properties - everything you need to know", as Dave, Cate and Pete take you through: 1. What are off-markets? In a nutshell, off-market properties are properties that are up for sale without public advertising or marketing. 2. The...

#84: Market update - Property Predictions for 2021 19.01.2021 42:29

In this week's market update #17 of the Property Planner, Buyer and Professor Podcast, the team gaze into the crystal ball to make their "2021 predictions: capital cities, regions, first home buyers, investors, construction and why property values will continue to surge", Dave, Cate and Pete take you through: 1. Why the market will rise in 2021 The trio explain the key factors at play that will co...

#83: Market update - 2020, that's a wrap! Who were the property outperformers, the under-achievers and why the market remained resilient 12.01.2021 37:03

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's market update #16 of the Property Planner, Buyer and Professor Podcast, the team discussed "Who were the property outperformers, the under-achievers and why the market remained resilient", as Dave, Cate and Pete broached: 1. 2020, the year of the first home buyer First home buyers have been entering the market in droves...

#82: Goal setting fundamentals for property success 05.01.2021 42:04

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode #67 of the Property Planner, Buyer and Professor Podcast, the team share some of their insights, experiences and best tips for our listeners when it comes to setting goals. In line with the first week of 2021, this podcast is well-timed according to our trio, as they each see a heightened degree of property inves...

#81: Holiday houses - delirium or dream? 28.12.2020 36:14

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode #66 of the Property Planner, Buyer and Professor Podcast, the team discuss "Holiday homes - delirium or dream?", as Dave, Cate and Pete take you through: 1. Lifestyle, investment or hybrid - what is a holiday house? The trio share whether you should be looking at your holiday home as a lifestyle property, a money...

#80: How to combat your naysayers and make successful property decisions 22.12.2020 42:47

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode #65 of the Property Planner, Buyer and Professor Podcast, the team discuss "How to combat your naysayers and make successful property decisions", as Dave, Cate and Pete take you through: Weekly market insights 1. Demand for holiday homes increases Fears of another outbreak, combined with additional household savi...

#79: Property v Shares - How to strike the right balance in your investment portfolio, which investment strategy is superior, how to get sta 15.12.2020 46:58

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode #64 of the Property Planner, Buyer and Professor Podcast, the team discuss "Property v Shares - How to strike the right balance in your investment portfolio, which investment strategy is superior, how to get started and should it actually be property AND shares?", as Dave, Cate and Pete discuss: Weekly market ins...

#78: Setting yourself up to purchase with confidence and why getting your pre-approval in place is more critical than ever 08.12.2020 38:03

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode #63 of the Property Planner, Buyer and Professor Podcast, the team discuss "Setting yourself up to purchase with confidence and why getting your pre-approval in place is more critical than ever", as Dave, Cate and Pete discuss: Weekly market insights 1. Economic wins driving our recovery Australian Bureau of Stat...

#77: Understanding the real estate agent behaviours that buyer's don't like 01.12.2020 42:49

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode of the Property Planner, Buyer and Professor Podcast, the team pick apart the behaviours of real estate agents that drive buyer's' up the wall and shed light on the method behind the madness, as Dave, Cate and Pete discuss: Weekly market insights 1. Rent-vesting to make a comeback? With interest rates the lowest...

#76: Market update - The state of the market, where we are headed, bank predictions, the RBA governor speaks, debt servicing at record lows, 24.11.2020 40:08

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's market update on the Property Planner, Buyer and Professor Podcast, the team analyse the factors playing out in Australia and abroad that are shaping our economic recovery and property market growth, as Dave, Cate and Pete take you through: 1. All aboard as the last of the big banks revise their property forecast UP for...

#75: How to spot an up and coming suburb - understanding demographics and statistics 17.11.2020 43:41

https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode of the Property Planner, Buyer and Professor Podcast, the team conduct a crash course on "How to navigate the demographic statistics that will help you identify an up and coming suburb", as Dave, Cate and Pete take you through: Weekly market insights 1. Melbourne market is moving Records have been set and houses...

#74: Market update - Responsible lending changes - What this means for property, you, business owners, lenders and mortgage brokers 10.11.2020 38:22

http://propertyplannerbuyerandprofessor.com.au/ In this week's episode of the Property Planner, Buyer and Professor Podcast, the team delve into the planned upcoming changes to responsible lending legislation and what this will mean for the property and mortgage market, as Dave, Cate and Pete take you through: Weekly market insights 1. Property values continue to climb. Despite the economic recess...

#73: Preparing for auction: Part 1 - Appraising, budget setting, due diligence, reserves, low-ball offers & auction twists 03.11.2020 41:36

http://propertyplannerbuyerandprofessor.com.au/ In this week's episode of the Property Planner, Buyer and Professor Podcast, the team delve into how to prepare for auction so you can put your best foot forward, as Dave, Cate and Pete take you through: Weekly market insights 1. The recession has ended The September quarter has seen an inflation rise of 1.6%, the largest quarterly jump in 20 years,...

#72: Property myths busted - Part 2: what deposit you need, bidding skills, first home owners grant, the 6-year CGT exemption & off-market o 27.10.2020 33:44

http://propertyplannerbuyerandprofessor.com.au/ In this week's episode of the Property Planner, Buyer and Professor Podcast, the team dive into more property myths that can lead purchasers down the garden path to poor property decisions. First, they share their market insights, as Dave, Cate and Pete take you through: 1. Weekly market insights 1 - New home loans see a record jump in August ABS fig...