News - Pre-Retirees & Retirees

State of Play – Everything’s Rosy Again! Should’ve Loaded Up In March!

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

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!

Wakefield Partners is running a FREE competition, just in time for Christmas!  You can win a night for 2 at the...

Investing in the ‘Balanced’ Option: Apples and Oranges

In our article about risk profiling, we discussed the underlying asset classes of the risk profile categories. As advisers, when assessing...

State of Play: Maybe It’s Not So Bad After All…

In our State of Play article last quarter, we hypothesized about the likelihood of ASX-listed companies paying dividends.  In our end...

Risk Profiling – Why Is It Important?

Assessing our client’s tolerance to risk is a fundamental part of what we do as financial advisers. But why is it...

2019/2020 – The Roller Coaster Year!

The Australian Sharemarket (as measured by the ASX200) was down 10.9% in 2019/2020.  While a large drop like this is never...

Common Myths about Aged Care Fees

What a minefield the aged care sector can be for families who are considering this for a loved one! There is...

Not Another End Of Financial Year Checklist!

For many, the looming End of Financial year triggers frantic concerns about whether everything that should have been done, has been...

Where There’s a Will There’s a Way!

Are you one of the 50% of Australians that doesn’t have a Will? Too many times people pass away without a...

State of Play – The Focus Shifts to Dividends

Now that the bargains have perhaps been snapped up, time to consider how these companies will look in the short to...

I’m Only Allowed To Give Away $10,000!

Whether it is to reduce Aged Care Fees, or to increase Centrelink/DVA Pension payments, inevitably gifting will be considered. With a...

 

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