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.
Budget Recap & EOFY Reminder
May 2021
A couple of weeks ago, the most recent Budget was handed down. It was a very diverse Budget, with many themes. Aged Care, jobs, growth, the economy – the spending is significant! There ...
Life Insurance – Why Have My Premiums Gone Up So Much?
May 2021
One of the most common questions we’ve had from clients this year is about their life insurance. In many cases, their renewal notices are showing increases of 25% to 40%! This is a ...
Investing for Retirees – The TINA Effect
May 2021
I love a good acronym and wish I could claim responsibility for this one. After hearing it to describe investing in the current climate, I researched the term ‘TINA’ only to find it ...
State of Play – Sell In May and Go Away!
May 2021
This old adage is well known in sharemarket circles. It is said that this centuries-old phrase reflected investment professional’s views that the peak of the annual price cycle occurred in May, and that ...
Here’s what people have said about us.
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
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