We give expert advice on all stages of life.
No matter what stage of life you may be at, Wakefield Partners are here to listen, answer your questions, help set goals and guide you through the process to reach them. Use the life 'stages' below to help find the services we can offer.
Professionals
Busy people understand the importance of aligning themselves with people they can trust.
Families
There are more important things to focus on than finances at this stage of life.
Retirement
So many strategies and ever-changing legislation can take the gloss off of what retirement really is; the start of the rest of your life.
Aged Care
Organising aged care for a loved one is traumatic and emotional enough, even without the money side of things.
Let us help you find your way.
Wakefield Partners offers financial services for all walks of life. From insurance to estate planning to shares and investments, from superannuation to Centrelink, find out how we can help you.
We’re a boutique financial planning practice conveniently located on the Adelaide City fringe.
Not only do we offer a local service, but also a global reach through our association with the national and international Morgans network.
If you would like to establish a long term relationship with a dedicated adviser, then talk to us. We aim to be approachable, friendly, and flexible. Our clients have needs and objectives. Our role is to guide them through the advice and investment process with sound financial planning strategies.
Come and talk to us, check us out. We are good listeners. And we promise to explain complex concepts in plain English!
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News & Updates
Check in regularly for our latest news on topical events and articles.
State of Play – The V-Shaped Recovery
February 2021
In March last year, at the height of the COVID panic, financial and economic pundits started forecasting the shape of the recovery. If graphed, our economic recovery was compared to an alphabetic letter ...
Get Some Advice! – Real Estate
February 2021
With interest rates at an all time low, many investors are looking to real estate to increase their wealth portfolio. It may also see many new buyers join the market to buy their ...
State of Play – Everything’s Rosy Again! Should’ve Loaded Up In March!
November 2020
2020 is rapidly coming to a close, and for many, it has been a year to forget. Everyone has their own story about how the pandemic has impacted their day-to-day life. We are ...
Alternative Phone Arrangements & Office Closure
November 2020
To our valued clients, Following the State Government’s instructions, Wakefield Partners have now closed their office, and we are all working from home. As the office is unattended, our usual phone number (08) ...
Here’s what people have said about us.
We are writing on behalf of Lynette Anderson who has been helping us with the complex business left to us by my father in the UK....
Pam & Alistair
Elise from Wakefield Partners performed a review of my current superannuation and life insurance and it was very informative. I know that I can trust Wakefield...
Yvette
My wife and I have been lucky to have Scott Keeley from Wakefield Partners as our financial adviser for nearly 15 years. During that time both...
Greg & Sandy