The first two months of 2020 have come and gone, and it remains a busy time for Wakefield Partners. Our team continues to work on Annual Reviews for our clients as well as meeting with new clients, while managing the increasing compliance burdens of a post-Royal Commission world.
We are excited about the opportunities that lay ahead. Being small, young and self-licensed allows us to be nimble and rapidly change direction if needed. Our desire to be ‘financial advisers to all’ continues.
Scott and Lynette continue to study to upskill as required in this new regime, while Elise studies towards her Certified Financial Planner (CFP) designation. As such, much of the banter around the office is about exam and assignment results. Petra sadly has to listen to us all ramble on.
Lynette travelled over to the Yorke and Eyre Peninsulas late last year, visiting our country clients, and hopes to do this again soon. Scott continues to travel to Naracoorte and the broader South East once a month, where we have many clients.
Scott also continues to conduct his monthly ‘Financial Planning for Retirement’ seminars at Catalyst Foundation in the CBD.
With our close relationship with our co-tenants, the much larger Lee Green Strategic Accountants, Elise has been engaging in regular voluntary work with Meals on Wheels. She is also Wakefield Partners’ representative for the upcoming Habitat for Humanity project that will see a housing build in Fiji for disadvantaged members of the community. If you would like to donate towards this worthy cause, please click here.
Petra runs our office, ensuring that all our commitments are met and client correspondence is dealt with efficiently and accurately.
Wakefield Partners’ founder Rick Flint drops in from time to time and seems to be thoroughly enjoying his retirement. He continues to be a great supporter to us, but the dad jokes are long gone!
As always, we thank our clients for their ongoing support. If you feel that Wakefield Partners could assist you or your friends, please pass our details on.