Financial & Investment Planning
Wakefield Partners are proud to offer a wide range of financial and investment planning services, tailored to your individual needs.
Whether it’s making your first investment or planning for your estate, our advisers can assist you to meet your goals.
Our broad service offerings cover…
Superannuation & Pensions
The superannuation environment is complex, the rules daunting, and the jargon somewhat overwhelming - We on the other hand, are not.
Whether it’s making your own plans or carrying out the wishes of your loved ones, our advisers can assist.
The best laid financial plans can easily come unstuck in the event of sickness, disability or even death. Wealth protection through various insurances can alleviate this.
Shares & Investments
Investing is a key component of most financial plans. Whether its your super fund, or other money, we work closely with you to develop a suitable portfolio.
Aged Care & Centrelink
It is inevitable that you will explore potential Centrelink entitlements at some stage of your life.
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