The realities are obvious, even to Blind Freddy

Freddy, research suggests, was a glaringly incompetent policeman in failed pursuit of one of our more incorrigible highwaymen Ben Hall. In debate “Blind Freddy” is often called on to arbitrate on one side’s ill-conceived opinion. A debate which is currently working its way through financial planning circles here revolves around client decision making and financial planners liability shifting. One of our primary challenges is to personalise our client planning experience. This can best be done by using lifestyle or goals-based planning to help them better understand how their present and f...