#367: The Wealth-Building Balancing Act - Property, Shares, Debt, Cash Flow and the Question of How Much is Enough?

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#367: The Wealth-Building Balancing Act - Property, Shares, Debt, Cash Flow and the Question of How Much is Enough?

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This week, The Trio answer a fascinating listener question from Tom, who has built a $12 million property portfolio and is now facing a different challenge: where should future capital go?

Cate and Mike discuss the shift from accumulation to optimisation, comparing property, shares and superannuation as wealth-building tools. They explore the role of leverage, debt reduction and how age and working horizons influence risk. The episode also examines the hidden costs of large interstate portfolios, the increasing workload that comes with mature assets, and why simplicity becomes more valuable as retirement approaches.

Plus, Cate reveals what she'd analyse first before making the next move.

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/2026/06/22/wealth-building-balancing-act/

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