The start to 2021 has been more gentle than the start to 2020 but there’s always something to keep us interested. The ongoing investigation into Melissa Caddick, euphoria about GameStop and Bitcoin, and …
State of Play – The V-Shaped Recovery
In March last year, at the height of the COVID panic, financial and economic pundits started forecasting the shape of the recovery. If graphed, our economic recovery was compared to an alphabetic letter …
Get Some Advice! – Real Estate
With interest rates at an all time low, many investors are looking to real estate to increase their wealth portfolio. It may also see many new buyers join the market to buy their …
State of Play – Everything’s Rosy Again! Should’ve Loaded Up In March!
2020 is rapidly coming to a close, and for many, it has been a year to forget. Everyone has their own story about how the pandemic has impacted their day-to-day life. We are …
Get Some Advice! – Estate Planning
Often we are asked questions about protecting assets and ensuring that proceeds of an estate go to the right family members. Whilst we can give general guidelines for what to do, it is …
Win a Night for 2 at the Oval Hotel!
Wakefield Partners is running a FREE competition, just in time for Christmas! You can win a night for 2 at the new, unique Oval Hotel, situated at the iconic Adelaide Oval in the …
Tax Savings from the Budget…What Now?
The Federal Budget was released on Tuesday night the 6th of October 2020 – delayed from May due to the ongoing coronavirus pandemic. Many Australians may benefit from the tax cuts that have …
Investing in the ‘Balanced’ Option: Apples and Oranges
In our article about risk profiling, we discussed the underlying asset classes of the risk profile categories. As advisers, when assessing a person’s risk tolerance, we typically start in the middle and move …
Insurance – The Necessary Evil or Peace of Mind?
Okay, so you may not be doing any stunts like Mr Bean, but insurance should be considered for many Australians. The term ‘’insurance’’ covers a wide range of areas that can be insured, …
State of Play: Maybe It’s Not So Bad After All…
In our State of Play article last quarter, we hypothesized about the likelihood of ASX-listed companies paying dividends. In our end of financial year summary, we indicated that August’s earnings season would provide …