IN THE BALANCE: 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.