News - Aged Care
The Mechanics of the Age Pension
June 2022 - by Scott Keeley
Record numbers of Australians are retiring and are seeking retirement income planning advice. A key component to retirement income is the...
The Finances of Aged Care – You Have Time!
March 2022 - by Scott Keeley
Working with families who are considering Aged Care for a loved one for the first time can be traumatic. Sometimes the...
Budget Recap & EOFY Reminder
May 2021 - by Wakefield Partners
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?
May 2021 - by Wakefield Partners
One of the most common questions we’ve had from clients this year is about their life insurance. In many cases, their...
Is This Your First Appointment?
March 2021 - by Wakefield Partners
Most of our clients are referred by existing clients. We are incredibly pleased that they happily pass on our details. Many...
State of Play – Everything’s Rosy Again! Should’ve Loaded Up In March!
November 2020 - by Lynette Anderson
2020 is rapidly coming to a close, and for many, it has been a year to forget. Everyone has their own...
Get Some Advice! – Estate Planning
November 2020 - by Wakefield Partners
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!
November 2020 - by Wakefield Partners
Wakefield Partners is running a FREE competition, just in time for Christmas! You can win a night for 2 at the...
Common Myths about Aged Care Fees
June 2020 - by Scott Keeley
What a minefield the aged care sector can be for families who are considering this for a loved one! There is...
I’m Only Allowed To Give Away $10,000!
April 2020 - by Scott Keeley
Whether it is to reduce Aged Care Fees, or to increase Centrelink/DVA Pension payments, inevitably gifting will be considered. With a...
Getting more out of your pension!
October 2019 - by Scott Keeley
Many people find their way to our website by searching using keywords such as ‘maximising age pension’ or ‘increasing centrelink payments’. ...
Estate Planning is more than just a Will
October 2019 - by Lynette Anderson
It is never too soon to begin the Estate Planning process. It is much more than simply making a Will. Estate...
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