News - Professionals

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...

Tax Savings from the Budget…What Now?

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

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?

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…

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...

Sceptical About Investing Ethically?

Think that investing in ethical companies won’t make a difference, is a thing of the future, or a bit airy fairy?...

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...

 

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