• Wakefield Chartered Accountants

    50 Years Experience in Managing Tax Affairs 08 8410-8999

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  • Financial Advisor Wealth Creation Experts

    A successful advisory relationship is based on trust, understanding, and open communication. This is was what we strive to achieve. 08 8410-8999

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  • Finance Brokers

    Experts in the field securing finance for your personal & business needs 08 8410-8999

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Experienced Chartered Accountants Financial Planners & Finance Brokers

Wakefield Chartered Accountants

Wakefield Chartered Accountants can attend to your business or personal needs in a timely fashion and help you to achieve your long and short term personal and business goals.

Financial Planning

We specialise in advising on retirement strategies, maximising investment and superannuation performance and providing adequate and affordable insurance cover.

Finance Brokers

Finance Brokers of SA have in excess of 30 lenders on its lending panel, ranging from the large banks down to the boutique lender. We can design loans for home purchasers, refinancing, property investment and much more.

Chartered Accountants

Taxation Specialists for individuals & Small Businesses 50 Years Experience

Taxation

Timely preparation of tax returns for individuals,partnerships,companies and Super Funds. If your lodgement is late the ATO are issuing severe penalties so please ensure that your work is up to date. Understanding current legislation is a must if you want to minimse your tax in accordance with current legislation. Read more…

Business Services

Business Valuations and advice on purchase and sales of businesses. Many owners and prospective buyers have a perception of the value of their business only to be disappointed at the time of sale. We can assist with obtaining finance sale of your business and business growth opportunities. Read more…

Business Structures

Setting up a news business? We will advise you on The best structure including GST ,Taxation and all compliance requirements. We can help you in obtaining your ABN TFN and registering for GST as well as registering a business name. Read more…

Audits

Ensuring that your accounts are complaint with Accounting standards. Speak to our expert auditor Arthur Walters who has 50 years experience in conducting audits in all industries. Read more…

Make An Appointment With An Advisor

08 8410 8999

Financial Planning / Loans

Achieve Your Financial Dreams With Us

Investments

We can show you how to make your savings work harder for you in a tax efficient manner. We can also show you how to invest in the share market without risking your capital. Read more…

Superannuation

We can compare investment returns with any fund in the market. We can show you how to prepare for your retirement with a tax-effective wealth accumulation strategy with zero risk. Insurance: We can explain the various types of insurance available and give you the most competitive quotes. We can also assist you in determining the correct amount of cover you should have. Read More…

Insurance

We can explain the different types of insurance available, conduct a needs analysis to inform you how much and what types of insurance you need and give you quotes for the most competitive products in the market place. Read More…

Loans

We can give you access to the lowest interest rates in the market place for your home, business or vehicle. We can consolidate your debts and help ensure you pay off your liabilities sooner. Read More…

Hundreds Of Satisfied Customers

Their level of knowledge and attention to detail is second to none.

Geoff Gauvin CEO Haircare Australia

I Have been dealing with WBG for 25 years on an individual and corporate level. Their service is professional timely and efficient and I would recommend them the any potential clients.

James AshworthCEO Velocity Brand Management

I have had numerous dealings with Wakefield Buisness Group involving business valuation, investment and consultancy matters and have found their services to be of the highest quality

Nathan Godfrey 1908 Sports Management CEO

“Wakefield Business Group are extremely professional and very easy to work with. A very professional yet still personal service. Without the help of Wakefield Business Group we would not be where we are today.”

Paul BellCEO MVP Sports Australia

I had just retired, but I have had no interest in finance before. Sanjay demonstrated in a clear and easy to understand manner how I could tax effectively maximise my retirement income and allow me to live the lifestyle I wanted. I could not feel more comfortable in his hands.

Robin Anderson

I have need had much knowledge in finances but I trusted Sanjay and put my faith in him. He has not let me down and I am very happy with the advice he gives me.

Claire Harris

After my divorce I felt lost and did not know how what to do. After seeing Sanjay, I felt better and he has helped me much more than I expected. He helped me with the settlement, my retirement goals and getting the pension. I would recommend him to anyone.

Julie Atkinson

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We are here to help and Maximise your success wherever You & Your business takes you.

Let Us Maximise Your Wealth Today

08 8410 8999

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