Wakefield Partners
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At Wakefield Partners we recognize that each of our clients have specific needs and we formulate individual, and often unique, solutions for our clients. Our goal is to provide clients with a broad range of choice, whether that be superannuation or non superannuation, managed funds or direct investments, portfolio management or do it yourself. Some organizations appear to adopt a one size fits all
02/03/2023
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Happy 20 years Wakefield Partners. 🎉
17/02/2023
In his contribution to this Inside Investor article, Scott acknowledges the rise and rise of ETFs, but says there are some sectors where they remain unsuitable...
Advisers avoid cash ETFs but favour ETFs for growth | The Inside Investor ETFs have "well and truly taken over from actively managed funds" in investor preference for growth investments, advisers say – but when it comes to cash, they recommend eschewing the increasingly popular ETFs in favour of direct investments.
01/02/2023
Investing is a Marathon, Not a Sprint.
By Summer Stapledon
We often mention 'dollar-cost averaging' to our clients as our preferred method of investing funds into the share market, but it’s helpful to understand exactly what this term means. Follow the link to our website to learn more about this investment method and when we recommend using it, then give one of our advisers a call!
Investing is a Marathon, Not a Sprint - Wakefield Partners We often mention dollar-cost averaging to our clients as our preferred method of investing funds into the share market but it’s helpful to understand exactly what this term means. Simply, dollar cost averaging ... Read More
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Level 1, 190 Fullarton Road
Adelaide, SA
5065
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
