News - Families
Work-life Balance – Only You Can Make it Happen!
December 2022 - by Lynette Anderson
Another year has swiftly vanished. How was the last 12 months for you? Did you achieve what you set out to...
Cost of Living – A Perfect Storm!
September 2022 - by Scott Keeley
It’s easy to blame ‘cost of living increases’ for everything at the moment! In my line of work, no conversation is...
Buy Now, Pay the Price Later?
March 2022 - by Wakefield Partners
Australians were introduced to credit cards way back in 1974. Since then, we’ve embraced them with enthusiasm and for some 40...
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...
New Beginnings
March 2022 - by Lynette Anderson
While divorce carries a heavy emotional burden at any age, the financial stakes for older divorcees can be greater, and the...
Optimising Superannuation While You’re Young
December 2021 - by Wakefield Partners
Superannuation isn’t just limited to saving for retirement. Through making extra contributions, your super can even help you save for your...
Giving Your Children a Head Start in Life
September 2021 - by Lynette Anderson
We all want to give our children a head-start in life. Teaching Children the concept of money at a young age...
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 – The V-Shaped Recovery
February 2021 - by Lynette Anderson
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
February 2021 - by Wakefield Partners
With interest rates at an all time low, many investors are looking to real estate to increase their wealth portfolio. It...
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