Achieve Your Best Life with Confidence
Welcome to Keep Wealth Partners, a privately owned, boutique wealth management business dedicated to helping professionals, business owners, and financially independent investors shape and sustain their finances to live the life they want. Our team of professionally qualified, highly experienced, and fully authorized advisors are committed to providing personalized financial guidance and investment management services tailored to your unique needs and goals.
Our Mission
At Keep Wealth Partners, we believe that financial planning is not just about managing money; it's about helping clients and their families secure their future. We take a holistic approach, considering every aspect of your life, including your values, goals, and investment preferences, to develop a strategy that simplifies the complexity and helps you achieve your best life.
Our Services
We offer a comprehensive range of services designed to help you achieve financial clarity, confidence, and control. Our services include financial planning, wealth management, SMSF advice, and investment management. Our five-step process helps identify what really matters to you, prioritizes your goals, develops strategies, and drives action to ensure you stay on track.
Our Team
Our team of experienced advisors, led by Simon Briggs, Andrew Aylward, and Brendan Fahy, are dedicated to providing personalized guidance and support every step of the way. With a combined wealth of experience and expertise, we are committed to helping you make better financial decisions, build tailor-made investment portfolios, and partner with you over the long term to help you achieve your goals.
Why Choose Keep Wealth Partners?
At Keep Wealth Partners, we are an independently owned business, which means we are not tied to any bank or product provider. Our advice is always in your best interests, and we take pride in our ability to devote significant time and attention to our relationships with clients. By design, we only work with a relatively small number of clients, ensuring we can provide the personalized attention and guidance you deserve.
Contact Us
We invite you to take the first step towards achieving your financial goals. Contact us to schedule a discovery call and learn more about how we can help you live the life you want.
Exceptional Customer Experience
The reviews are filled with positive experiences from clients who have worked with the team at Keep Wealth Partners. Each reviewer has provided a 5-star rating, indicating their high level of satisfaction with the services provided. The team is described as knowledgeable, genuine, professional, and responsive, with a deep understanding of the financial services market.
Thorough Research and Expert Advice
Simon and his team are praised for their extensive research and expert advice. They are said to provide comprehensive and impartial advice, taking into account the client's current situation and long-term goals. The team is also commended for their ability to explain complex financial concepts in a clear and concise manner.
Personalized Service
The reviewers highlight the team's willingness to take the time to understand their individual needs and provide personalized advice. They are described as personable, approachable, and always available to answer questions and provide guidance.
Results-Driven
The results-driven approach of the team is also a common theme among the reviewers. They are said to have developed a sound financial strategy that has delivered results, particularly during times of market turbulence.
Summary of Client Feedback
The reviews collectively highlight the team's exceptional customer service, thorough research, expert advice, personalized service, and results-driven approach.
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