From grudge to nudge: a fresh approach to adviceBY MICHELLE BALTAZAR | THURSDAY, 18 FEB 2016 5:11PM Words, not just actions, have the power to transform financial advice. This week I attended a roadshow hosted by the Association of Financial Advisers (AFA). It was pretty full-on ... Upgrade your subscription to access this article
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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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The current risk profiler used by most dealer groups is not just outdated it is nonsensical to a client.
ASIC requirements are "know your client" and "know your product". There is so much knowledge to be gained from properly knowing your clients. Then the portfolio construction process can begin to suit outcomes desired. Asset allocation will follow on from this in the portfolio construction, which should be unbiased. Portfolio construction processes and reviews should be dynamic not static.
Clients should not be pigeonholed by questions and numbers they (in must risk profilers) do not understand.