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.
Financial Planning in Your 20’s
September 2021
Each stage of life holds unique financial opportunities for an individual. During your 20s, you have the benefit of time on your side. With professional planning and guidance from an adviser, you can ...
Giving Your Children a Head Start in Life
September 2021
We all want to give our children a head-start in life. Teaching Children the concept of money at a young age will put them in good stead for their financial future. The reason ...
Earnings Season – Buyback Bonanza!
September 2021
A bumper earnings season has seen many major portfolio stalwarts such as Telstra, Woolworths and the major banks announce share buyback schemes. Some of these are on-market, meaning there is no decision making ...
State of Play – Buy, Sell or Do Nothing?
September 2021
It was no Winter of Discontent in 2021, with the ASX200 continuing it’s upward march, rising nearly 5% over the last 3 months. Strong corporate earnings and positive investor sentiment more than offset ...
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