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.
Dragged Out Your Super Statement? We Need To Talk….
April 2020
With plenty of time on their hands, people are also now looking at their super as a priority. The opportunity for younger people to access super prior to retirement has many dusting off ...
The Pandemic and Early Superannuation Access
March 2020
Working from home may have its disadvantages, the dog won’t talk back to me (total conversation killer) and the UberEATS leftover Salt & Pepper Tofu is staring at me. However, the ability to ...
Your Shares: The Stimulus Isn’t Working!
March 2020
Massive stimulus packages aren’t a new thing. You’d be forgiven for thinking that recent Australian packages should have had more of an impact on our sharemarket. In October 2008, the US Congress approved ...
Tom Hanks, Toilet Paper, Trump and Travel Bans
March 2020
Most of my knowledge of 20th century US history comes from knowing all of the words to Billy Joel’s “We Didn’t Start The Fire”. When I listen to it now, I try to ...
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
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
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