News - Shares & Investments
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...
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...
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...
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...
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...
2019/2020 – The Roller Coaster Year!
July 2020 - by Scott Keeley
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?
June 2020 - by Wakefield Partners
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!
May 2020 - by Wakefield Partners
For many, the looming End of Financial year triggers frantic concerns about whether everything that should have been done, has been...
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