Deline Jacovides

John Cachia, recognized as Advisor of the Year from Thriving Wealth, and Deline Jacovides, Inspire Women’s Advisor of the Year from Mazi Wealth, dive into the interplay between luck and strategy in financial success. They discuss the risks of geared ETFs and why chasing shiny objects rarely leads to success. Deline and John also explore debt recycling and whether self-managed super funds really are the best choice, emphasizing the need for personalized financial advice and careful investment strategies.

Deline Jacovides, an award-winning financial advisor and founder of Mazi Wealth, shares her expertise on discretionary family trusts. She explains their function in Australia and when they might be beneficial. Deline debunks the myth that trusts are only for the wealthy, and discusses the real costs of setting one up. Listeners discover the nuances of investing in property versus shares within a trust, along with the tax advantages and misconceptions surrounding trust structures. Personal finance management is emphasized as vital in making informed decisions.