Wakefield Partners

Wakefield Partners

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Each person is different and it follows that each person’s financial planning needs are different.

22/12/2023
For resilient portfolios in uncertain times, advisers rely on quality | The Inside Investor 25/07/2023

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.

02/03/2023

Happy 20 years Wakefield Partners. 🎉

Work-life Balance – Only You Can Make it Happen! - Wakefield Partners 15/02/2023

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

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Level 1, 190 Fullarton Road
Adelaide, SA
5065

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm