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 ...
 Retiring with dignity requires superior income solutionsWith the financial services industry being shaken up by the Hayne Royal Commission and greater government scrutiny, Australians are demanding greater ...  Potential problems with pension paymentsThere's no doubt the new rules and regulations associated with Super Reform are confusing. We are now seeing new issues starting to emerge that will have ...  What life and loss taught me about the value of financial adviceThey say the past shapes us, and sometimes in ways we couldn't even begin to imagine.  Risk advice is not just important at claim timeIncome protection (IP) is an essential form of insurance for most professionals, and statistics show that consumers are more likely to receive their claims ...  Is the end coming for the sophisticated investor?The distinction between wholesale and retail clients is a fundamental part of the financial services laws. The continuing increase in retail client regulation ...  Individual licensing: Be careful what you wish forHave you noticed how every other day it seems there is a new call for advisers to be individually licensed, as if individual licensing is a panacea to ...  Let's reboot how consumers see adviceTo be frank, the way in which financial advice is presented to consumers today is so old school.  Lessons for fixed income investors from the GFCThis September marked the 10-year anniversary of the collapse of Lehman Brothers, which was regarded as the focal point of the global financial crisis ...  Finding the financial planning licensing sweet spotWith the heat temporarily dissipated on the debate about the best way to regulate financial advisers following the handing down of Commissioner Hayne's ...  All fees are conflicted"All fees are conflicted. Every fee is conflicted in its own way" - Tolstoy (sort of). |
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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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