News & Updates

Music Festival

Financial Planning in Your 20’s

Each stage of life holds unique financial opportunities for an individual. During your 20s, you have the benefit of time on...

Children's Savings Jar

Giving Your Children a Head Start in Life

We all want to give our children a head-start in life. Teaching Children the concept of money at a young age...

Corporate Skyline

Earnings Season – Buyback Bonanza!

A bumper earnings season has seen many major portfolio stalwarts such as Telstra, Woolworths and the major banks announce share buyback...

Shoe Shine Stock Market Advice

State of Play – Buy, Sell or Do Nothing?

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

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...

 

Like what you’ve seen? You can get occasional updates sent to your inbox.

One of our major goals at Wakefield Partners is to ensure that all cilents from all sectors are kept up to date with the latest changes and opportunities that may affect or improve outcomes for them.

While we're not in touch with each and every one of you on a weekly basis, we would like to be able to bring these updates to your attention whenever we can.

Subscribe to our newsletter, and we'll do our very best to deliver appropriate and timely updates to your inbox!

Subscribe

Subscribe to our newsletter for updates

If you’d like to have the occasional update delivered to your inbox, simply click the button below.

Subscribe