News - Wakefield Partners

Wakefield Partners Family Photo

The Wakefield Family

This month we celebrate 20 Years of Wakefield Partners, so we thought it was a great opportunity for each of us...

Wakefield Partners 20 Years Anniversary

Wakefield Partners 20 Years On – Rick Flint

Has it really been 20 years? Impossible! However, I do remember our first week in 2003 but that is largely because...

Insurance for your Family's Future

Don’t Leave Your Family’s Future Unknown!

In the world’s current climate, it has become apparent just how quickly and unexpectedly things can take a turn for the...

Fresh 92.7 Wavelength Cost Of Living Article

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...

Budget Recap & EOFY Reminder

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?

One of the most common questions we’ve had from clients this year is about their life insurance. In many cases, their...

Investing for Retirees – The TINA Effect

I love a good acronym and wish I could claim responsibility for this one. After hearing it to describe investing in...

State of Play – Sell In May and Go Away!

This old adage is well known in sharemarket circles. It is said that this centuries-old phrase reflected investment professional’s views that...

Bitcoin, GameStop and Other Speculation

While Bitcoin has been making the news for a few years now. GameStop is a relatively new topic of interest. While...

Is This Your First Appointment?

Most of our clients are referred by existing clients. We are incredibly pleased that they happily pass on our details. Many...

What’s New at Wakefield Partners – Autumn 2021

The start to 2021 has been more gentle than the start to 2020 but there’s always something to keep us interested. ...

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...

 

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