Wakefield Partners Financial and Investment Planning

at Level 1, 190 Fullarton Road, Adelaide , 5065 Australia

1. Financial Services
2. Bank/Financial Service

We are a boutique financial planning practice conveniently located on the Adelaide City fringe and associated with the national Morgans network.

Description

Each person is different and it follows that each person’s financial planning needs are different. At Wakefield Partners we recognize that each of our clients have specific needs and we formulate individual, and often unique, solutions for our clients. Our goal is to provide clients with a broad range of choice, whether that be superannuation or non superannuation, managed funds or direct investments, portfolio management or do it yourself. Some organizations appear to adopt a one size fits all strategy. With so many products, services and strategies available we believe that we would be doing our clients a disservice by restricting their choice. At Wakefield Partners you will enjoy; - A service that concentrates on meeting your needs as the client. - A choice of direct investments or managed funds. - A choice of investment products from most major providers. - A dedicated adviser who will guide you through the advice and investment processes. - A fee structure that offers good value for money. At Wakefield Partners we do not aim to be the biggest, but we do aim to offer our clients personal ongoing service and a very high level of professionalism and expertise.

Opening time

• Mondays: 08:30- 17:00
• Tuesdays: 08:30- 17:00
• Wednesdays: 08:30- 17:00
• Thursdays: 08:30- 17:00
• Fridays: 08:30- 17:00

Company Rating

41 FB users likes Wakefield Partners Financial and Investment Planning, set it to 56 position in Likes Rating for Adelaide, South Australia in Bank/Financial Service category

Summary

Wakefield Partners Financial and Investment Planning is Adelaide based place and this enity listed in Financial Services category. Located at Level 1, 190 Fullarton Road SA 5065. Contact phone number of Wakefield Partners Financial and Investment Planning: (08) 8333 2488