Financial Advice preparing for Life EventsBY STEVE SALVIA | VOLUME 6, ISSUE 1Matthew*, 30, and Ashley*, 37, are a de facto couple planning a wedding with a baby on the way who decided that they needed help from a financial adviser to help them deal with ... Get articles like this delivered to your email - Sign up for the free weekly newsletter  More Articles |
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Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
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If this is the advice you nominated to be shared with Australia I shudder to think of your other work. Fee for advice means very little when the advice is this poor, paid from an AXA product no doubt with asset based ongoing income. No wonder financial planners have no credibility.
I found this case study informative and helpful. Thanks for providing the details regarding fees. Its higher than what I would have expected but if the clients found value and were happy to pay then there is no argument. Im interested to know what 'Concerned Planner' would have recommended if he thought this was a poor strategy. Thanks jofp for providing these articles.