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 – Banking Crisis? It’s All About Inflation and Interest Rates
March 2023
Writing these quarterly articles, I was glad when the worst of COVID was finished. I could only spin how the pandemic impacted your investments so many ways, and it felt good to move ...
The Wakefield Family
March 2023
This month we celebrate 20 Years of Wakefield Partners, so we thought it was a great opportunity for each of us to reflect on our time here. Scott Keeley By the end of ...
Wakefield Partners 20 Years On – Rick Flint
March 2023
Has it really been 20 years? Impossible! However, I do remember our first week in 2003 but that is largely because it was the week that US President George Bush decided that it ...
State of Play – Beware the Santa Rally!
December 2022
2022 has been a tough year for Australian and global sharemarkets. Yet remarkably, we may well end up pretty much where we started! The ASX was punctuated with dramatic plunges and corrections followed ...
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
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
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