News - Shares & Investments
New Beginnings
March 2022 - by Lynette Anderson
While divorce carries a heavy emotional burden at any age, the financial stakes for older divorcees can be greater, and the...
State of Play – Omicron Musings
December 2021 - by Scott Keeley
Volatility is back! After a relatively tame quarter, Omicron threatens to turn the market calmness on it’s head. The seasons roll around...
How Much Do You Need To Retire!
December 2021 - by Lynette Anderson
If 50 really is the new 40, then life has just begun. The kids are gaining independence or may have left...
Optimising Superannuation While You’re Young
December 2021 - by Wakefield Partners
Superannuation isn’t just limited to saving for retirement. Through making extra contributions, your super can even help you save for your...
ETFs & ESG – Investing in a Modern World (Or Investing Like the Cool Kids Do)
December 2021 - by Scott Keeley
Building investment portfolios is a core part of what we do as part of the financial/investment planning process. We pride ourselves...
Financial Planning in Your 20’s
September 2021 - by Wakefield Partners
Each stage of life holds unique financial opportunities for an individual. During your 20s, you have the benefit of time on...
Giving Your Children a Head Start in Life
September 2021 - by Lynette Anderson
We all want to give our children a head-start in life. Teaching Children the concept of money at a young age...
Earnings Season – Buyback Bonanza!
September 2021 - by Scott Keeley
A bumper earnings season has seen many major portfolio stalwarts such as Telstra, Woolworths and the major banks announce share buyback...
State of Play – Buy, Sell or Do Nothing?
September 2021 - by Scott Keeley
It was no Winter of Discontent in 2021, with the ASX200 continuing it’s upward march, rising nearly 5% over the last...
Investing for Retirees – The TINA Effect
May 2021 - by Wakefield Partners
I love a good acronym and wish I could claim responsibility for this one. After hearing it to describe investing in...
State of Play – Sell In May and Go Away!
May 2021 - by Wakefield Partners
This old adage is well known in sharemarket circles. It is said that this centuries-old phrase reflected investment professional’s views that...
Is This Your First Appointment?
March 2021 - by Wakefield Partners
Most of our clients are referred by existing clients. We are incredibly pleased that they happily pass on our details. Many...
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