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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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