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
Wakefield Partners 20 Years On – Rick Flint
- by Rick Flint
Has it really been 20 years? Impossible! However, I do remember our first week in 2003 but that is largely because it was the week that US President George Bush decided that it …
Don’t Leave Your Family’s Future Unknown!
September 2022 - by Lynette Anderson
In the world’s current climate, it has become apparent just how quickly and unexpectedly things can take a turn for the worst, leaving many families in difficult financial situations. This article highlights the …
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 …
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 …
Investing for Retirees – The TINA Effect
- by Wakefield Partners
I love a good acronym and wish I could claim responsibility for this one. After hearing it to describe investing in the current climate, I researched the term ‘TINA’ only to find it …
State of Play – Sell In May and Go Away!
- by Wakefield Partners
This old adage is well known in sharemarket circles. It is said that this centuries-old phrase reflected investment professional’s views that the peak of the annual price cycle occurred in May, and that …
Bitcoin, GameStop and Other Speculation
March 2021 - by Scott Keeley
While Bitcoin has been making the news for a few years now. GameStop is a relatively new topic of interest. While they are completely unrelated to each other, we have fielded more than …
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 new clients contact us wanting to know what to expect at our …