{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/0388fb616c604bef8b4d7b42582f50e9\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/0388fb616c604bef8b4d7b42582f50e9-1686530145612.gif","duration":573.02,"title":"Mazi Wealth- Financial Advice Process ","description":"Hi, I'm Deline Jacovides, founder and lead financial advisor at Mazi Wealth. In this video, I'll explain the process of getting initial financial advice, which involves a discovery phase to understand your current financial situation, goals, and risk profile. Then, I'll create a personalized strategy and present different options for you to consider. We'll have a meeting to discuss the pros and cons of each option and make sure we're on the same page. After that, I'll formalize the recommendations in a Statement of Advice, which is the legal documentation required for personalized financial advice. The timeline for this process is around three months. I offer comprehensive financial advice that covers different areas such as cashflow, superannuation, insurance, estate planning, debt management, and investment. After you have received the initial financial plan I recommend coming back for a review after 12 months to make sure the advice is still relevant and to consider changes to your circumstances ongoing advice if needed."}