video1.0<iframe src="https://www.loom.com/embed/0388fb616c604bef8b4d7b42582f50e9" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/0388fb616c604bef8b4d7b42582f50e9-1686530145612.gif573.02Hi, 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.