Established in 1982, Wakefield Partners is a privately owned financial planning and wealth management practice located in Adelaide, South Australia. The firm focuses on building long-term partnerships with clients to help them achieve their financial and lifestyle goals through a comprehensive range of services. These services include strategic investment management, superannuation advice, retirement planning, personal insurance, and estate planning. They operate as a Corporate Authorised Representative of Fortnum Private Wealth Ltd.

Founded in

Australia