Wakefield Partners in Adelaide, South Australia | Financial planner

Wakefield Partners

Locality: Adelaide, South Australia

Phone: +61 8 8333 2488

Address: Level 1, 190 Fullarton Road 5065 Adelaide, SA, Australia

Website: http://www.wakefieldpartners.com.au

Likes: 186

Add/Update information

Reviews

Tags

• Investing service
• Financial planner
• Insurance broker

24.01.2022 Scott Keeley gives his view on risk profiling within portfolios

24.01.2022 Elise interviews lawyers regarding estate planning matters - are all your documents in place? #estateplanning #wills #financialplanning

22.01.2022 Going to get a larger tax refund? Find out what next!

22.01.2022 Wakefield Partners is running a FREE competition, just in time for Christmas! You can win a night for 2 at the new, unique Oval Hotel, situated at the iconic Adelaide Oval in the CBD. With breakfast included and a late checkout, it is an ideal spot for a staycation or a perfect gift idea. We’re proud of our new website, and to mark it’s 12 month anniversary, we’d like to invite you to check it out. By taking the following steps: Liking our Facebook page; Sharing our compet...ition Facebook post (please make your post public); and Subscribing to our e-newsletter if you haven’t already* @ our website wakefieldpartners.com.au You will be in the running to win a night for 2 at the new Oval Hotel. Simple! See more

21.01.2022 What's it really mean to be balanced? Elise discusses the differences that come from 'balanced' investment funds within Superannuation.

20.01.2022 Is there light at the end of the tunnel for the sharemarket? Lynette Anderson shares her thoughts

19.01.2022 Ever wondered what's involved with a move into aged care? Scott Keeley answers my questions

16.01.2022 A great article explaining the difference between a financial adviser and a financial counsellor!

13.01.2022 Elise discusses the merits of insurance coverage

13.01.2022 Scott Keeley discusses the last 12 months on the stock market - with reference to old Toyotas and Mexican beer

13.01.2022 Retiring from the workforce is a difficult step. Can you afford to do it? Scott Keeley of Wakefield Partners explains what level of income or savings is needed ...in retirement, strategies to improve your retirement income, how to choose a financial planner, and an overview of Centrelink entitlements and eligibility. WHEN: Tues. 17 November 2020, 12:30 - 2:30pm Booking are essential - call 8168 8776 to register #financialplanning #retirement See more

10.01.2022 Retiring from the workforce is a difficult step. Can you afford to do it? In this in-person seminar at Catalyst Foundation on Tuesday 18 August at 12.30, Scott ...Keeley of Wakefield Partners explains what level of income or savings is needed in retirement, strategies to improve your retirement income, how to choose a financial planner, and an overview of Centrelink entitlements and eligibility. Bookings are essential - call 8168 8776 to book your spot #retirement #financialplanning #planningforretirement See more

09.01.2022 Quiz Time! Learn about the importance of risk profiling clients and have a little fun working out what your preference may be. Are you surprised at your score? Tell us below! Like and Share the article with friends and family