How to manage the rise of 'early' inheritancesBY FELIPE ARAUJO | FRIDAY, 9 MAY 2025 2:31PM For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant shift is underway: the rise of 'early' inheritances.
 Understanding a client's fearsI was reading A Certainty Advice Group white paper recently titled "What price valuable advice?" with the quote: "a valuable adviser first seeks to find ...  Probability is power, but numbers alone can't change behaviourUncertainty is a fundamental part of investing. The outcome of fluctuations in economies, markets, asset classes, regulations and investor behaviour is ...  Breaking down inequality: The different sex debateThe equality theme is highly topical in our society today. No two clients are alike: another step in the value storyThank you to those advisers and investors who gave me feedback on my last post. It is heart-warming to see so many advisers wanting to understand more ... No two clients are alikeIts Friday afternoon and I am reflecting on my week, I have seen several new clients' faces this week, we sit at the large table in my office, next to ...  Are young investors wasting their youth?It was George Bernard Shaw who coined the phrase 'youth is wasted on the young'. In Australia today, it seems the young may be wasting their investing ...  Learn or leave"Environments of uncertainty, ambiguity, and change require exploration, invention, experimentation, and adaptation, all of which require learning" ...  Adding value at claim timeMad About Life principal Jodie Douglas provides a case study to highlight the vital role a financial adviser plays in claims management.  Advisers have the answers on ETFsFinancial Standard recently hosted its ETF Forum in Melbourne and we used the opportunity to present the results of an adviser survey conducted in the ... |
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Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
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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