How to plan for retirement using a cricket analogyBY ALLAN WARD | FRIDAY, 3 AUG 2018 3:47PM This past summer I went to a few Big Bash League cricket games (sorry to all the cricket purists who only like games that go for five days, not five hours). Going to the cricket ... Upgrade your subscription to access this article
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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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Who won the game?
For more than five years now we have been providing clients with a Retirement Health Check Report dated as at the client's birthday every year. It contains a very detailed and personalised analysis (shown in table format and graphically), including a full commentary about their progress towards achieving their retirement income goals and the effect that considering the various financial 'levers' available to them can have.
Tom - from memory it was the Strikers!
Brenton - great to hear. How are you tracking this? I'm assuming you have a system with a relatively high degree of automation? And by doing this do the clients tell you it makes it easier to understand the outcomes of their money decisions?