WAI-YEE CHEN | MONDAY, 27 SEP 2010 Wai-Yee Chen, head of derivatives for RBS Morgans' Sydney Asian Desk, discusses in this paper the effect of the global financial crisis on investments. It looks at how the GFC not only affected people's bank accounts, purse strings and nest eggs but ... Read more  CHARLES BADENACH | MONDAY, 27 SEP 2010 Peter*, 54, first sought financial advice during a difficult period of his life, after suddenly losing his wife to cancer. During this period of time, he found it difficult handling his financial responsibility while managing his own emotional stress. ... Read more TONY RUMBLE | THURSDAY, 14 JAN 2010 The relevance of financial planners is under increasing scrutiny from investors and regulators. APRA's June 2009 paper Investment performance ranking of superannuation firms questions the value of traditional managed funds and pose important questions ... Read more STEVE KEEN | THURSDAY, 14 JAN 2010 The RBA believes the Australian housing market wouldn't experience catastrophic effects like those of other OECD countries, especially the US. According to their numbers, house prices are no longer overvalued and mortgage repayments are back to ... Read more MARK STORY | THURSDAY, 14 JAN 2010 Confronting entrenched prejudices towards 'all things financial' can be the first step towards adding value as a fee-based financial planner. Read more MARK STORY | THURSDAY, 14 JAN 2010 'Trouble-free' retirement solutions invariably belie the dark art of balancing tax-effectiveness with asset preservation, assurance of income - plus that all-important capital growth. Having endured the ups and downs associated with running their own ... Read more MARK STORY | THURSDAY, 14 JAN 2010 Constantly re-weighting the asset mix according to changing market conditions provides the right tradeoff between performance and risk. Read more LESTER WILLS | FRIDAY, 22 MAY 2009 Lester Wills discusses research originally written by James Montier. Montier has developed a list of 10 perilous errors people make when investing. Wills says that when you consider Montier's list, they seem pretty obvious. "Too many things that are ... Read more DIANA BEAL | FRIDAY, 22 MAY 2009 Diana Beal is a retired academic. Her paper comes from research she conducted while Associate Professor in personal finance at the University of Southern Queensland. The research sought to answer the question about how much older Australians intended ... Read more |
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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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