Wakefield Partners

Check out this great review I received on Adviser Ratings!

https://www.adviserratings.com.au/showReview/6036520

There’s always plenty of noise in investment markets, and 2024 is shaping up as no different . Our Associate Adviser Marcus Carr shares our house view…

State of Play – Thrills, Spills and Financial Markets - Wakefield Partners 2024 is shaping up to be an arm wrestle between market economic expectations and realities, company earnings and investor sentiment. The latter became exceedingly bullish across the backend of 2023 as media pundits ... Read More

Great to see Senior Financial Planner Lynette Anderson’s comments in the Inside Investor.

For resilient portfolios in uncertain times, advisers rely on quality | The Inside Investor With tighter monetary policy likely to keep returns on equities capped for the remainder of the year, advisers identify key themes that will provide growth and defence for a resilient portfolio.

Every year I’m too busy. Every year I’m too late! I’m sorry, I need to be better!

Wakefield Partners exists because of amazing, proactive, organised and client-focused women.

Thank you to my team, I see everything you do. Happy belated ❤️

❤️

Happy 20 years Wakefield Partners. 🎉

Happy 20 years Wakefield Partners. 🎉

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.

Work-life Balance – Only You Can Make it Happen!
By Lynette Anderson

Another year has swiftly vanished and we're already half way through February! How was the last 12 months for you? Did you achieve what you set out to do or were you busy with work, leaving little time for yourself?

Setting goals around what you value highly will help you to strike a good work-life balance. Manage your time effectively – review job activities, priorities, and success factors. Create a boundary between balancing work and personal time.

Follow the link to our website, or comment below, if you'd like some great practical and achievable ideas to help make the change you're looking for. And, if ‘Money Management’ is one of your top three goals, then speak to one of our advisers today!

Work-life Balance – Only You Can Make it Happen! - Wakefield Partners Another year has swiftly vanished. How was the last 12 months for you? Did you achieve what you set out to do or were you busy with work, leaving little time for yourself? ... Read More

When thinking about personal finances, what keeps you awake at night? For some it’s debt, for others it’s the lack of savings for a rainy day! Scott contributes for Morningstar here 👇

Should investors prioritise mortgage debt as interest rates rise? As interest rates continue to rise and inflation erodes real returns, we explore whether investors are better off directing more money towards their home loan.

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