Wakefield Partners

Wakefield Partners is a boutique financial planning practice located on the Adelaide City fringe, offering a range of financial services for individuals at different stages of life. Their services include superannuation pensions, estate planning, insurance, shares and investments, and Centrelink aged care. With a focus on building long-term relationships with clients, Wakefield Partners aims to provide approachable and flexible financial advice, guiding clients through the advice and investment process with sound financial planning strategies.

As part of the national and international Morgans network, Wakefield Partners combines local service with a global reach. Their team of dedicated advisers are committed to understanding clients' needs and objectives, and explaining complex concepts in plain English. With regular newsletters and news updates, Wakefield Partners keeps clients informed about the latest changes and opportunities that may affect their financial outcomes. Whether clients are professionals, families, retirees, or dealing with aged care, Wakefield Partners is there to listen, answer questions, and help set and achieve financial goals.

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