Wakefield Partners

About

Wakefield Partners is a boutique financial planning practice conveniently located on the Adelaide City fringe. We offer local service but also offer a global reach through our association with the national (and international) RBS Morgans network.

If you would like to establish a long term relationship with a dedicated adviser, then talk to us. We aim to be approachable, friendly, and flexible. Our clients have needs and objectives. Our role is to guide them through the advice and investment process with sound financial planning strategies.

Come and talk to us, check us out. We are good listeners. And we promise to explain complex concepts in plain English!