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  • Summary of Services

Our Services

At Wakefield Partners we want you to tell us your objectives and priorities, it’s your life and it’s your money. 

Our role is to advise you on how you can achieve your goals and help you construct a clearly defined, yet flexible strategy that will help you achieve your long term financial goals while accommodating changes that may occur in your life. 

Our comprehensive range of advice and services provides you the peace of mind that your needs are handled in the most appropriate way by specialists who understand your situation and objectives.

We provide financial advice and assistance in the following areas:
  • Investment Products
  • Super & Retirement including Self Managed Super Funds (SMSF)
  • Age Care
  • Centrelink
  • Risk Management
  • Estate Planning
  • Personal Insurance

We also provide the specialised services listed below:
  • Centrelink & Age Care Advice Services
  • SMSF Review Services
  • SMSF Investment Strategy Services
  • Stockbroking Services
  • Estate Planning Kit Services
  • Estate Planning Preparation and Battle Pack Services