News & Updates

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...

Alternative Phone Arrangements & Office Closure

To our valued clients, Following the State Government’s instructions, Wakefield Partners have now closed their office, and we are all working...

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....

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...

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...

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...

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...

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...

What’s New at Wakefield Partners – Spring 2020

After the turmoil of the first half of 2020 it has been nice to have a ‘business as usual’ quarter, with...

Risk Profiling – Why Is It Important?

Assessing our client’s tolerance to risk is a fundamental part of what we do as financial advisers. But why is it...

2019/2020 – The Roller Coaster Year!

The Australian Sharemarket (as measured by the ASX200) was down 10.9% in 2019/2020.  While a large drop like this is never...

Common Myths about Aged Care Fees

What a minefield the aged care sector can be for families who are considering this for a loved one! There is...

 

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