Financial & Investment Planning
Services.
Wakefield Partners are proud to offer a wide range of financial and investment planning services, tailored to your individual needs.
Whether it’s making your first investment or planning for your estate, our advisers can assist you to meet your goals.
Our broad service offerings cover…
Superannuation & Pensions
The superannuation environment is complex, the rules daunting, and the jargon somewhat overwhelming - We on the other hand, are not.
Estate Services
Whether it’s making your own plans or carrying out the wishes of your loved ones, our advisers can assist.
Insurance
The best laid financial plans can easily come unstuck in the event of sickness, disability or even death. Wealth protection through various insurances can alleviate this.
Shares & Investments
Investing is a key component of most financial plans. Whether its your super fund, or other money, we work closely with you to develop a suitable portfolio.
Aged Care & Centrelink
It is inevitable that you will explore potential Centrelink entitlements at some stage of your life.
Related News & Updates
Check in regularly for our latest news on topical events and articles.
Waiting for a… Rate Cut!
April 2024
Share markets have continued to perform strongly during the first quarter of 2024 as inflation continued to soften in Australia and...
State of Play – Thrills, Spills and Financial Markets
February 2024
2024 is shaping up to be an arm wrestle between market economic expectations and realities, company earnings and investor sentiment. The...
State of Play – Banking Crisis? It’s All About Inflation and Interest Rates
March 2023
Writing these quarterly articles, I was glad when the worst of COVID was finished. I could only spin how the pandemic...
The Wakefield Family
March 2023
This month we celebrate 20 Years of Wakefield Partners, so we thought it was a great opportunity for each of us...
Wakefield Partners 20 Years On – Rick Flint
March 2023
Has it really been 20 years? Impossible! However, I do remember our first week in 2003 but that is largely because...
State of Play – Beware the Santa Rally!
December 2022
2022 has been a tough year for Australian and global sharemarkets. Yet remarkably, we may well end up pretty much where...