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Introduction to Wakefield Partners

The aim of Wakefield Partners is to provide personal one on one financial planning advice and services to existing clients and the general public. The emphasis is on personal services and the development of a close working relationship between the client and their adviser, in contrast with the mass marketing of the major institutions.

It is envisaged that Wakefield Partners will remain a relatively small firm, very much a boutique provider of quality advice and service.

Wakefield Partners Financial & Investment Planning Pty Ltd. ABN 70 103 086 317.

The Relationship with      


As a small firm, Wakefield Partners recognized the need to have access to the resources and infrastructure of a larger group. Therefore, Wakefield Partners is associated with Morgans Financial Planning Pty Ltd (Morgans).

Morgans provides the full range of financial planning and investment services. Advisers hold proper authorities through Morgans, a licensed securities dealer.

Morgans is associated with the CIMB Group, a leading ASEAN universal bank, the largest Asia Pacific investment bank (excluding Japan) and one of the world's largest banks.

Morgans has over 50 offices across Australia. Most offices are locally owned and small to medium size firms. It has developed a broad range of systems and support structures to provide financial planning services to the offices many of which are located in provincial areas.

Our view is that Morgans provides both leadership and support to help financial planners provide advice to meet each client’s individual needs. It provides planners with access to an extensive range of products and services.

The combination of Wakefield Partners and Morgans Financial Planning provides clients with global reach coupled with local service.

Morgans Financial Planning Pty Ltd. ABN 55 072 002 441. AFSL 235408.