Wakefield Partners

Wakefield Partners is a boutique financial planning practice based on the Adelaide city fringe, serving clients across different life stages and circumstances. The firm aims to build long-term relationships through approachable, flexible service, listening to clients’ needs and explaining complex financial matters in plain English. Its association with the national and international Morgans network gives the practice a broader reach.

Wakefield Partners provides advice and services across superannuation and pensions, including self-managed superannuation funds and retirement preparation. Its estate services cover estate planning and administration, while insurance offerings include lump-sum and income protection cover. The practice also advises on shares and listed investments, portfolio management and reviews, Centrelink pensions and allowances, and aged-care and nursing-home fees. It works with professionals, families, pre-retirees, retirees and people arranging care for loved ones, helping them consider financial goals and available strategies. The firm also highlights ethical investing, with investment choices tailored to clients’ values, and shares news and updates to keep clients informed about relevant changes and opportunities.