Financial Planning Ethics

Facts, ideas, thoughts and interpretations of ethics, morality and truth as they apply in the world of financial planning in Australia today.

Fear and Greed in financial planning

michaelsmusings fear and greed financial planner perth Photo by on Unsplash

Fear and greed are words that are rarely used in financial planning. I’ve often wondered why – are we planners being too soft on raw features of behaviour? Do we allow professional politeness and discretion to stomp all over basic, honest advice? Fear and greed are two fairly common observations a financial planner encounters in…