Magdeline Jacovides CFP®
About Me
With so much general financial advice available, it can be overwhelming to know what the right path is to take. The word ‘Mazi’ in Greek means together. At Mazi Wealth, we work together, with you to design your best life. We use a proven process to understand your unique situation, clarify your financial goals and simplify a roadmap that cuts through the complexity. Throughout the process you will be empowered to make decisions that are right for your situation. We will help develop a customised financial plan that adapts and changes as your life progresses.We are a privately owned firm and are not owned or aligned with any banks or super funds. You can be confident that we provide holistic advice that is in your best interest.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Graduate Certificate
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Years of Experience 11 Years
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Licensed By Spark Advisors Australia Pty Ltd