Our aim at Wakefield Partners is to provide personal one on one financial planning advice and services to existing clients and the general public.
The emphasis is on personal services and the development of a close working relationship between the client and their adviser, in contrast with the mass marketing of the major institutions.
It is envisaged that Wakefield Partners will remain a relatively small firm, very much a boutique provider of quality advice and service.
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Our advisers are practical and friendly people.
Where there is an issue that needs to be dealt with, they like to get the job done efficiently and with a minimum of fuss. This applies both to the advice process and the implementation.
Our advisers don’t just make recommendations, they also get involved in the follow up processes such as filling out the correct forms and ticking the right boxes. This hands on approach puts them in good stead to provide clients with ongoing advice and service in the future.
We’re proud of what we value.
At Wakefield Partners we follow a set of values that recognise our responsibilities to our clients, our staff and our business. We place great importance on these values and continually review them to ensure they remain appropriate. We do not aim to be the biggest, but we do aim to offer our clients personal ongoing service and a very high level of professionalism and expertise.
We recognise that each of our clients have specific needs and we formulate individual, and often unique, solutions for our clients.
We believe in working alongside our clients to achieve their goals.
We endeavour to build lasting relationships with our clients.
We maintain high ethical standards.
Collaborating, mentoring, teaching, supporting, and coaching define our relationships.
Embracing change and fostering continuous learning and thoughtful leadership.
Innovation and diversity increase our capacity for high quality services and advice.
We seek to sustain continuous growth.
We support our local communities through sponsorship and support.
As a small firm, Wakefield Partners recognises the need to have access to the resources and infrastructure of a larger group.
Our long term intermediary relationship with Morgans continues. As Australia’s largest national full stockbroking network, they provide us and our clients global reach coupled with our local service.
Accounting and financial planning fit hand-in-hand.
Our relationship with Lee Green has been a constant throughout our entire existence. Co-located in our building, Lee Green provide strategic personal and commercial accounting advice to clients across Australia and Asia.
Here’s what people have said about us.
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
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...
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...