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.
2019/2020 – The Roller Coaster Year!
July 2020
The Australian Sharemarket (as measured by the ASX200) was down 10.9% in 2019/2020. While a large drop like this is never nice, a closer look at the whole year in chart form shows ...
Common Myths about Aged Care Fees
June 2020
What a minefield the aged care sector can be for families who are considering this for a loved one! There is a multitude of forms, fees and processes that can overwhelm and confuse. ...
Sceptical About Investing Ethically?
June 2020
Think that investing in ethical companies won’t make a difference, is a thing of the future, or a bit airy fairy? If you’re a sceptic or want some clarity on investing in responsible ...
Not Another End Of Financial Year Checklist!
May 2020
For many, the looming End of Financial year triggers frantic concerns about whether everything that should have been done, has been done. While every year is different, there are a number of items ...
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
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