News - Families

Dragged Out Your Super Statement? We Need To Talk….

With plenty of time on their hands, people are also now looking at their super as a priority.  The opportunity for...

The Pandemic and Early Superannuation Access

Working from home may have its disadvantages, the dog won’t talk back to me (total conversation killer) and the UberEATS leftover...

Your Shares: The Stimulus Isn’t Working!

Massive stimulus packages aren’t a new thing.  You’d be forgiven for thinking that recent Australian packages should have had more of...

Tom Hanks, Toilet Paper, Trump and Travel Bans

Most of my knowledge of 20th century US history comes from knowing all of the words to Billy Joel’s “We Didn’t...

The Power of Compound Returns

Some rules never change and the fundamental rule for long term investors is the power of compound returns.  The above graph...

Your Shares: Coronavirus – The Black Swan?

As I write this, worldwide markets are in the midst of a decent sell-off. The US have erased 2020’s gains in...

The Ethical Conundrum!

With a changing world comes changes in our thinking and inevitably our investing preferences. Wakefield Partners have been receiving more requests...

SMSF Investment Strategy Chaos: What are they and how do they effect you?

What is an Investment Strategy? An investment strategy provides you and other trustees with a framework for making investment decisions.  When...

Estate Planning is more than just a Will

It is never too soon to begin the Estate Planning process. It is much more than simply making a Will. Estate...

Looking to buy an investment property?

I am often asked about the merits of property investment. Invariably my answer is that like most things in life, some...

“I don’t need financial planning advice”

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!”

I’ve lost count of the times I have heard “I’ll come and see you when I’ve got money to invest”. The...

 

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