News - Estate Services
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...
Insurance – The Necessary Evil or Peace of Mind?
September 2020 - by Wakefield Partners
Okay, so you may not be doing any stunts like Mr Bean, but insurance should be considered for many Australians. The...
Where There’s a Will There’s a Way!
May 2020 - by Lynette Anderson
Are you one of the 50% of Australians that doesn’t have a Will? Too many times people pass away without a...
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...
“I don’t need financial planning advice”
October 2019 - by Scott Keeley
We all need financial planning advice. Don’t let this happen to your family! My sister in law passed away a number...
“I’ll come and see you when I’ve got money to invest!”
October 2019 - by Scott Keeley
I’ve lost count of the times I have heard “I’ll come and see you when I’ve got money to invest”. The...
Spring Cleaning?! Have You Resolved To Get Your Finances In Order?
October 2019 - by Wakefield Partners
With the changing of the seasons comes the time to open the windows, wash all the linens and clear out the...
Don’t ‘Set and Forget’ your Life Insurance
October 2019 - by Scott Keeley
Most people understand the need for life insurance. Our industry often uses the analogy that people would never consider backing their...
Cancer – Our No 1 Killer
October 2019 - by Wakefield Partners
It is sad to say, but most of us have had a loved one, close friend or work colleague die of...
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