The Australian Dream is to build personal wealth, strike a work/life balance and pave the way to a comfortable retirement. But while many have the aspiration to...
Having the right financial team will benefit your portfolio.
Strategic planning with a trusted mortgage broker and accountant can improve the chances of better loan terms and make a difference in investors’ complex portfolios.
In this episode of In the Balance, hosts Munzurul Khan from KHI Partners and SPI’s Phil Tarrant are joined by Frank Wong and Janine Sim of KHI Finance to discuss Australia’s ever-changing economic landscape and the strategic role of mortgage brokers and accountants in helping investors build their portfolio.
The group starts their discussion by reflecting on the current worldwide economic climate, including the role of the Reserve Bank of Australia and its forecast interest rate cut in the coming months.
Drawing from their years of expertise, Frank and Janine share their insights on the importance of strategic financial planning, particularly in the face of rising interest rates and challenging markets, noting the need to have a trusted team around.
Additionally, the group also discusses the growing interest in property trusts and the rise of private lending.
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58:45
The benefits of investment diversification
While property investment appears to be the go-to strategy for many Australians, financial experts have urged them to diversify their holdings into liquid assets, such as stocks, to protect themselves in the event of unforeseen expenses.
In this episode of In the Balance, hosts Munzurul Khan from KHI Partners and SPI’s Phil Tarrant are joined by financial planners Stephen James and Max Pagnin to discuss the benefits of investment diversification.
Drawing from their expertise and firsthand experience, Stephen and Max explain how to diversify your investment portfolio and the importance of investing in shares as they offer liquidity – an advantage property lacks – which can be crucial for unexpected expenses.
The group also discusses financial planners’ role in guiding clients through the complexities of wealth creation.
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54:06
Democratising financial literacy
There has never been a better time for Australians to take control of their financial futures, all it takes is a little bit of time and research.
On this episode of In the Balance, hosts Munzurul Khan from KHI Partners and SPI’s Phil Tarrant discuss avenues for increasing financial literacy. They welcome to the show two of Munzurul’s colleagues, Stephanie Youngman and Aboho Haroon, who each share some of the valuable lessons they’ve learnt as accountants from observing client risks and opportunities.
Stephanie shares her experience as a property investor, and how she amassed a portfolio of six properties to secure her financial goals. Aboho, meanwhile, delves into the intricacies of self-managed super funds as one avenue for a prosperous retirement.The group discusses how access to information has changed, and shares how resources – just like this podcast – have made information on financial matters more accessible to the general public.
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Introducing In the balance
What does “wealth” mean? Ideas will differ, but everyone can have a plan for attaining that goal.
In the inaugural episode of In the balance, Munzurul Khan and Trevor Hau from KHI Partners join SPI’s Phil Tarrant to talk about wealth creation and the many different avenues open to people in Australia for solidifying their financial future – and the professionals who can help get them there.
The trio discuss what it means to take control of your money, and how to go about crafting a strategy to achieve financial goals.
In this podcast series, listeners can expect to dive into the nitty-gritty of accounting, finance and strategy to make sure their books are always balanced, and their future is bright.
The Australian Dream is to build personal wealth, strike a work/life balance and pave the way to a comfortable retirement. But while many have the aspiration to do this there is a reason why very few achieve it. And why? It takes a team of trusted experts. And at the heart of that team? An accountant who does more than just your annual tax return. Join Australia’s top property accountant Munzurul Khan, the KHI team and property commentator Phil Tarrant as they discuss strategies to help you achieve your financial goals and contribute to your life. Welcome to In the balance.
Australia