News & Updates
What’s New at Wakefield Partners – Autumn 2021
March 2021 - by Wakefield Partners
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
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...
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...
Tax Savings from the Budget…What Now?
October 2020 - by Wakefield Partners
The Federal Budget was released on Tuesday night the 6th of October 2020 – delayed from May due to the ongoing...
Investing in the ‘Balanced’ Option: Apples and Oranges
October 2020 - by Wakefield Partners
In our article about risk profiling, we discussed the underlying asset classes of the risk profile categories. As advisers, when assessing...
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...
State of Play: Maybe It’s Not So Bad After All…
August 2020 - by Lynette Anderson
In our State of Play article last quarter, we hypothesized about the likelihood of ASX-listed companies paying dividends. In our end...
What’s New at Wakefield Partners – Spring 2020
August 2020 - by Wakefield Partners
After the turmoil of the first half of 2020 it has been nice to have a ‘business as usual’ quarter, with...
Risk Profiling – Why Is It Important?
August 2020 - by Wakefield Partners
Assessing our client’s tolerance to risk is a fundamental part of what we do as financial advisers. But why is it...
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