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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.
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News & Updates
Check in regularly for our latest news on topical events and articles.
Scott Keeley Talks ‘Cost of Living’ on Fresh 92.7, Wavelength
On July 4th 2022, Scott Keeley was asked to chat with the Wavelength team at Fresh 92.7 about the cost of living. Below is the snippet of the interview where Scott gives us ...
State of Play – Newsflash! Sharemarket Does what Sharemarkets Do!
Volatility in share prices is not new. Nor is the view that “this time it’s different”. In a world of pandemics, wars, inflation and elections, I’d be surprised if there wasn’t market reaction. ...
Apps vs Knowledge
Investing apps such as Raiz, Spaceship, and CommSec Pocket have become extremely popular in recent years especially for new investors. The Australian Securities and Investment Commission (ASIC) has shared their concern for increasing ...
The Mechanics of the Age Pension
Record numbers of Australians are retiring and are seeking retirement income planning advice. A key component to retirement income is the Age Pension. While I’ve written an article discussing the basics of applying ...
Here’s what people have said about us.
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...
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
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