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 – Newsflash! Sharemarket Does what Sharemarkets Do!
June 2022
Volatility in share prices is not new. Nor is the view that “this time it’s different”. In a world of pandemics, wars, inflation and elections, I’d be surprised if there wasn’t market reaction. ...
Apps vs Knowledge
June 2022
Investing apps such as Raiz, Spaceship, and CommSec Pocket have become extremely popular in recent years especially for new investors. The Australian Securities and Investment Commission (ASIC) has shared their concern for increasing ...
The Mechanics of the Age Pension
June 2022
Record numbers of Australians are retiring and are seeking retirement income planning advice. A key component to retirement income is the Age Pension. While I’ve written an article discussing the basics of applying ...
“No soup for you!” …until now – New Super legislation opens the window for over 67’s
June 2022
Super legislation changes come and go, many of them are “ho hum” and merely tinker around the edges. We’ve been inundated with enquiries and interest in an upcoming one though. If you’re over ...
Here’s what people have said about us.
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
Scott Keeley from Wakefield Partners has been looking after Wendy and I for some thirteen years. Right from the very beginning, Scott’s friendly and respectful manner,...
Wendy & James
I have been a client of Wakefield Partners for over 25 years. During that time I have entrusted all of our investment portfolio transactions including the...
Geoff