News & Updates

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...

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...

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....

 

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