Financial Decision Making Capacity – A Challenge for Advisors

Financial Decision Making Capacity – A Challenge for Advisors

Autonomy First is delighted to be partnering with Deakin University to support a new research project, Financial Decision-Making Capacity – A Challenge for Advisors. This project engages primarily with financial service professionals and the tools they use to evaluate the decision making ability of their clients…

Is it not our job to do what our client tells us?

Is it not our job to do what our client tells us?

Should lawyers, financial planners and accountants simply do what their clients say?
In a recent Capacity & Capability Awareness Workshop, Michael Perkins was asked, “Is it not our job to do what our client tells us?”.
Find out what Michael’s answer was, and why…

WARNING! Writing a Will Can Be Dangerous

WARNING! Writing a Will Can Be Dangerous

The moment that you establish a Will, Power of Enduring Guardianship or Enduring Power of Attorney, you are signing documents that give someone the power to make decisions for you.
At this point, you become a vulnerable to them abusing this power, says Michael Perkins…

Is your client competent to work with you?

Is your client competent to work with you?

In Trusts and Estates practice, accountants, financial planners and lawyers all have to respond to the conduct and instructions of their clients.
But it is only solicitors who are held to a standard to understand the competence of their client in any given matter in which they are involved…