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 …
The Wakefield Family
March 2023 - by Wakefield Partners
Investing is a Marathon, Not a Sprint
December 2022 - by Wakefield Partners
We often mention dollar-cost averaging to our clients as our preferred method of investing funds into the share market but it’s helpful to understand exactly what this term means. Simply, dollar cost averaging …
Do You Know How Your Super is Invested?
September 2022 - by Wakefield Partners
With the end of financial year behind us, yearly super statements have begun to arrive. This coincides with a ramping up of advertising from major industry funds, shouting from the rooftops about their …
Scott Keeley Talks ‘Cost of Living’ on Fresh 92.7, Wavelength
August 2022 - by Wakefield Partners
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 …
Apps vs Knowledge
June 2022 - by Wakefield Partners
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 …
Buy Now, Pay the Price Later?
March 2022 - by Wakefield Partners
Australians were introduced to credit cards way back in 1974. Since then, we’ve embraced them with enthusiasm and for some 40 years, no other credit facility came close to offering a viable alternative. …
Optimising Superannuation While You’re Young
December 2021 - by Wakefield Partners
Superannuation isn’t just limited to saving for retirement. Through making extra contributions, your super can even help you save for your first home deposit! It’s often viewed as somewhere your employer pays contributions, …
Financial Planning in Your 20’s
September 2021 - by Wakefield Partners
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 …
Budget Recap & EOFY Reminder
May 2021 - by Wakefield Partners
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?
- by Wakefield Partners
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 …