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 ...
 Taking the risk out of insurance reformDysfunctional arguments Americans have regarding their Affordable Care Act remind us how poorly most people understand insurance.  Help, my financial planner is an alienYou think credit cards are evil, you get giddy over tax and you love insurance. You are most definitely from another planet. On the right trackThe word 'disruption' never got a mention at yesterday's FPA Congress but if there was an industry getting disrupted on multiple fronts, financial planning ...  The super threshold - what it means and what it doesn'tThe introduction of a $1.6 million superannuation transfer balance cap was one of the biggest changes handed down in the 2016 federal budget. Advice at claim timeIf the recent scandal at CommInsure has taught us anything, it's the value of having a financial adviser at claim time. From grudge to nudge: a fresh approach to adviceWords, not just actions, have the power to transform financial advice. 'Tis the SeasonParliament's decision on November 24 must have allayed any fears that advisers were going to get a proverbial lump of coal under the Christmas tree. Beyond productOne of the biggest themes to come out of the Murray inquiry is the idea of redefining the value proposition of financial advice. |
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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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