News & Updates
The Pandemic and Early Superannuation Access
March 2020 - by Wakefield Partners
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!
March 2020 - by Scott Keeley
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
March 2020 - by Scott Keeley
Most of my knowledge of 20th century US history comes from knowing all of the words to Billy Joel’s “We Didn’t...
State of Play – Sharemarket Woes Continue
March 2020 - by Lynette Anderson
As I write this, the US is headed for it’s biggest one-day sell off since October 1987. This is on the...
What’s New at Wakefield Partners – Autumn 2020
March 2020 - by Wakefield Partners
The first two months of 2020 have come and gone, and it remains a busy time for Wakefield Partners. Our team...
The Power of Compound Returns
February 2020 - by Lynette Anderson
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?
February 2020 - by Scott Keeley
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!
February 2020 - by Wakefield Partners
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?
October 2019 - by Wakefield Partners
What is an Investment Strategy? An investment strategy provides you and other trustees with a framework for making investment decisions. When...
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’. ...
Are you financially prepared for retirement?
October 2019 - by Wakefield Partners
Transitioning from working life to retirement can be an exhausting and nerve racking time. With so many aspects to consider many people...
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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