News - Families
The Ethical Conundrum!
By Elise Treagus With a changing world comes changes in our thinking and inevitably our investing preferences. Wakefield Partners have been...
SMSF Investment Strategy Chaos: What are they and how do they effect you?
What is an Investment Strategy? An investment strategy provides you and other trustees with a framework for making investment decisions. When...
Estate Planning is more than just a Will
It is never too soon to begin the Estate Planning process. It is much more than simply making a Will. Estate...
Looking to buy an investment property?
I am often asked about the merits of property investment. Invariably my answer is that like most things in life, some...
“I don’t need financial planning advice”
We all need financial planning advice. Don’t let this happen to your family! My sister in law passed away a number...
“I’ll come and see you when I’ve got money to invest!”
I’ve lost count of the times I have heard “I’ll come and see you when I’ve got money to invest”. The...
Spring Cleaning?! Have You Resolved To Get Your Finances In Order?
With the changing of the seasons comes the time to open the windows, wash all the linens and clear out the...
Don’t ‘Set and Forget’ your Life Insurance
Most people understand the need for life insurance. Our industry often uses the analogy that people would never consider backing their...
How Much Super is Enough?
Many years ago there was a wise old financial adviser who worked in country South Australia. Each year in May and...
How to Save Money (on a limited income)
As financial planners we get to meet people from all walks of life, from the well heeled to those who have...
SMSFs are Booming
Last week I was chatting to a client who is a recent convert to self managed super. Mid way through our...
Cancer – Our No 1 Killer
It is sad to say, but most of us have had a loved one, close friend or work colleague die of...
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