News - Professionals
Cost of Living – A Perfect Storm!
September 2022 - by Scott Keeley
It’s easy to blame ‘cost of living increases’ for everything at the moment! In my line of work, no conversation is...
State of Play – Uncertainty Abounds!
March 2022 - by Scott Keeley
While Russia’s invasion of Ukraine undoubtedly creates some market volatility and opportunities, this time it feels somewhat different. “Sharemarket Weakness Provides...
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...
How Much Do You Need To Retire!
December 2021 - by Lynette Anderson
If 50 really is the new 40, then life has just begun. The kids are gaining independence or may have left...
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...
ETFs & ESG – Investing in a Modern World (Or Investing Like the Cool Kids Do)
December 2021 - by Scott Keeley
Building investment portfolios is a core part of what we do as part of the financial/investment planning process. We pride ourselves...
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...
State of Play – Buy, Sell or Do Nothing?
September 2021 - by Scott Keeley
It was no Winter of Discontent in 2021, with the ASX200 continuing it’s upward march, rising nearly 5% over the last...
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....
Life Insurance – Why Have My Premiums Gone Up So Much?
May 2021 - 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...
Is This Your First Appointment?
March 2021 - by Wakefield Partners
Most of our clients are referred by existing clients. We are incredibly pleased that they happily pass on our details. Many...
State of Play – The V-Shaped Recovery
February 2021 - by Lynette Anderson
In March last year, at the height of the COVID panic, financial and economic pundits started forecasting the shape of the...
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