Scaling through M&A? Ask yourself these four questions firstBY XAN KITCHIN | FRIDAY, 27 JUN 2025 1:59PM Growth has suddenly become sexy again and the temptation to jump into a commercial contract or private equity purchase arrangement that builds overnight scale is a clear and evident allure to hard working ...
 Why we are losing more financial advisers than ever in historyI have been in the financial services industry for 40 years, having been the past NSW President of the Australian Lifewriters Association (ALA) which ...  Regional migration calls for broader service propositionA net 43,000 Australians moved to regional areas from capital cities in 2020, according to the Australian Bureau of Statistics - the largest net inflow ...  What the Retirement Income Covenant means for advisersThe proposed retirement income covenant creates some interesting reading for financial planners.  Ongoing fee arrangements: Frequently asked questionsWe've received a few questions from clients about the new Ongoing Fee Arrangements (OFA), so our team of lawyers and consultants have teamed up to ...  How to sell your business in the most tax-effective waySelling your business can be a life changing event. Whether you are a small business owner, or a shareholder in a much larger business, a 'liquidity ...  A look at paraplanning through the pandemicWhile based on UK research, the Paraplanning through the pandemic report provides valuable insight into the paraplanning market over the last two years ...  How most advice businesses get it wrong with technologyWe have all heard of the incredible benefits that technology can bring to an advice practice. But the promise of a repeatable, automated, well-oiled process ...  DDO is coming: Are you ready?The industry is now less than one month out from RG274 Product design and distribution obligations (DDO) coming into force on October 5. I would argue ...  Advisory vs discretionary portfolio services: Which one is right for your advice business?The pros and cons of advisory and discretionary portfolio services, and the decision to go one way or the other (or both), are questions I'm often ...  Lean on me: Rethinking the value of adviceA sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us. |
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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.
Expert Feed
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How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
