News - Superannuation & Pensions
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...
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...
Budget Recap & EOFY Reminder
May 2021 - by Wakefield Partners
A couple of weeks ago, the most recent Budget was handed down. It was a very diverse Budget, with many themes....
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...
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...
Get Some Advice! – Estate Planning
November 2020 - by Wakefield Partners
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!
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...
Insurance – The Necessary Evil or Peace of Mind?
September 2020 - by Wakefield Partners
Okay, so you may not be doing any stunts like Mr Bean, but insurance should be considered for many Australians. The...
Like what you’ve seen? You can get occasional updates sent to your inbox.
One of our major goals at Wakefield Partners is to ensure that all cilents from all sectors are kept up to date with the latest changes and opportunities that may affect or improve outcomes for them.
While we're not in touch with each and every one of you on a weekly basis, we would like to be able to bring these updates to your attention whenever we can.
Subscribe to our newsletter, and we'll do our very best to deliver appropriate and timely updates to your inbox!
Subscribe to our newsletter for updates
If you’d like to have the occasional update delivered to your inbox, simply click the button below.