New venture blends property strategy with financial expertise
In this episode of In the Balance, co-hosts Phil Tarrant from SPI and Munzurul Khan from KHI Partners are joined by KHI head buyer’s agent, Ross Le Quesne, to discuss the launch of KHI’s strategic buyer’s agency that blends financial expertise with strategic property guidance.
Ross, once one of Australia’s top mortgage brokers, has partnered with KHI Partners founder Munzurul to launch a new buyer’s agency focused on strategic property investment.
The duo aims to combine Ross’ financial expertise with KHI’s trusted advisory approach to offer clients holistic, long-term investment solutions.
Their agency will target both residential and commercial properties, with a strong focus on the Melbourne market, where a dedicated acquisitions team is already in place.
Ross’ move into buyer’s advocacy is driven by his passion for property and desire to help investors move past analysis paralysis. His financial background allows him to provide not just property advice, but tailored strategies that align with broader wealth goals.
KHI’s emphasis on trust and accountability ensures this new venture stays grounded in client-first values while embracing collaboration across the industry, working alongside brokers and planners to deliver more comprehensive support.
As buyer’s agents gain recognition in Australia, Ross and Manzurul are well-positioned to lead with insight, experience, and a strong commitment to investor success.
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45:21
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45:21
Why insurance is the missing link in your property and business strategy
In this episode of In the Balance, co-hosts Phil Tarrant from SPI and Munzurul Khan from KHI Partners are joined by managing director of KHI Insurance Services, Rochelle Kettles, to unpack the critical but often overlooked role of insurance in property investment and business operations.
The trio highlights how insurance, though often overlooked, is essential for property investors and business owners, with Rochelle explaining the distinctions between insurers, underwriters, and brokers.
A major point is the danger of underinsuring properties, especially given rising construction costs and evolving building codes, with Munzurul sharing a personal story about underinsurance, reinforcing the need for regular policy reviews.
The conversation then expands into business insurance, with Rochelle pointing to the growing relevance of management liability insurance due to rising occupational health and safety claims and the rise of cyber insurance.
The episode also underscores the value of working with knowledgeable brokers who can provide guidance and advocate during claims.
For investors and business owners, the takeaway is clear: insurance should be proactive, not reactive.
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1:00:47
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1:00:47
Beyond the portfolio – A property investor’s guide to estate planning
In this episode of In the Balance, Phil Tarrant from SPI is joined by co-hosts Munzurul Khan from KHI Partners and Tyrone Dutt from KHI Estate Planning to discuss portfolio succession and estate planning.
While many investors focus on acquiring assets, few think about what happens to their wealth when they’re no longer around, often resulting in a large portion of assets being lost to taxes or distributed against their wishes.
According to the KHI experts, a well-crafted estate plan includes a will, power of attorney, guardianship, and superannuation directives to ensure investors control their portfolio until the end.
Tyrone also suggests that investors involve their families in the process, which helps avoid future disputes and builds financial literacy in the next generation.
Although costs can range from $4,000 to $10,000, the KHI experts recommend that investors review their estate plans every two to three years or following major life changes to remain aligned with personal goals.
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1:06:33
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1:06:33
Building a legacy: How to balance success and charity
In this episode of In the Balance, Phil Tarrant from SPI is joined by co-hosts Munzurul Khan and his wife Purabi from KHI Partners to discuss how investors can create wealth through their portfolios while giving back to the community.
The co-hosts start the conversation by following up on the concept of a property chief financial officer from the previous episode, with Munzurul explaining how managing a large portfolio requires strategic decision-making, focusing on factors like interest rates and maintenance costs.
The trio then moves on to Purabi’s experience, transitioning from education to corporate management as she became the chief operating officer of KHI.
The episode also explores the Khan Foundation, a charity that supports health and education initiatives in Kenya, Bangladesh, and Asia.
Munzurul and Purabi emphasise the significance of giving back through thoughtful charity work, highlighting that kindness and making an impact are possible at any point in an investor’s journey, regardless of their wealth.
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57:49
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57:49
How CFOs help shape investment decisions
In this episode of In the Balance, hosts Munzurul Khan from KHI Partners and SPI’s Phil Tarrant are joined by the lead internal accounting partner at KHI Partners, Gary Yang, to discuss the role of a chief financial officer (CFO) within a property investment portfolio.
The trio starts by exploring the traditional roles of CFOs in businesses, which typically encompass managing the balance sheet, profit and loss, and cash flow, which are essential to property investment.
Gary explains that the role of a property CFO involves more than just presenting financial data. It requires understanding the client’s objectives and the ability to construct and analyse data while providing actionable insights.
As property portfolios grow and evolve, the trio emphasises the need for a structured approach to financial management and presenting a compelling narrative to lenders, which a CFO can facilitate.
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.
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