We give expert advice on all stages of life.
No matter what stage of life you may be at, Wakefield Partners are here to listen, answer your questions, help set goals and guide you through the process to reach them. Use the life 'stages' below to help find the services we can offer.
Professionals
Busy people understand the importance of aligning themselves with people they can trust.
Families
There are more important things to focus on than finances at this stage of life.
Retirement
So many strategies and ever-changing legislation can take the gloss off of what retirement really is; the start of the rest of your life.
Aged Care
Organising aged care for a loved one is traumatic and emotional enough, even without the money side of things.
Let us help you find your way.
Wakefield Partners offers financial services for all walks of life. From insurance to estate planning to shares and investments, from superannuation to Centrelink, find out how we can help you.
We’re a boutique financial planning practice conveniently located on the Adelaide City fringe.
Not only do we offer a local service, but also a global reach through our association with the national and international Morgans network.
If you would like to establish a long term relationship with a dedicated adviser, then talk to us. We aim to be approachable, friendly, and flexible. Our clients have needs and objectives. Our role is to guide them through the advice and investment process with sound financial planning strategies.
Come and talk to us, check us out. We are good listeners. And we promise to explain complex concepts in plain English!
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News & Updates
Check in regularly for our latest news on topical events and articles.
The Ethical Conundrum!
February 2020
By Elise Treagus With a changing world comes changes in our thinking and inevitably our investing preferences. Wakefield Partners have been receiving more requests for ethical investments than ever before. But what does ...
SMSF Investment Strategy Chaos: What are they and how do they effect you?
October 2019
What is an Investment Strategy? An investment strategy provides you and other trustees with a framework for making investment decisions. When preparing an investment strategy, you as Trustee must consider many factors that ...
Getting more out of your pension!
October 2019
Many people find their way to our website by searching using keywords such as ‘maximising age pension’ or ‘increasing centrelink payments’. In my face-to-face encounters or phone calls, getting the most out of ...
I’m Only Allowed To Give Away $10,000!
October 2019
Whether it is to reduce Aged Care Fees, or to increase Centrelink/DVA Pension payments, inevitably gifting will be considered. With a real lack of other asset minimisation strategies available now (since rule changes ...
Here’s what people have said about us.
Elise from Wakefield Partners performed a review of my current superannuation and life insurance and it was very informative. I know that I can trust Wakefield...
Yvette
We are writing on behalf of Lynette Anderson who has been helping us with the complex business left to us by my father in the UK....
Pam & Alistair
I have been a client of Wakefield Partners for over 25 years. During that time I have entrusted all of our investment portfolio transactions including the...
Geoff