Keep Wealth Partners 530 Little Collins Street, Melbourne, Victoria 3000
About the Business
Welcome to Keep Wealth Partners, a leading establishment in finance located at 530 Little Collins Street in Melbourne, Australia. At Keep Wealth Partners, we are dedicated to helping professionals, business owners, and financially independent investors shape and sustain their finances to live the life they desire.
Our team follows a five-step process to assist you in identifying your priorities, developing strategies, and taking action towards your goals. With our expertise and guidance, we aim to simplify the complexity of financial management and support you in making informed decisions.
As a privately owned boutique wealth management business, we hold our own Australian Financial Services License (AFSL 494858), which ensures that our advice is always in your best interests. Unlike institutions tied to specific banks or product providers, we offer unbiased recommendations tailored to your unique circumstances.
We pride ourselves on maintaining a close-knit relationship with our clients. By intentionally working with a limited number of clients, we can devote ample time and attention to understanding your needs and helping you make sound financial decisions. Our goal is to build long-term partnerships that keep you on track towards financial success.
Our team consists of professionally qualified and highly experienced advisors who are fully authorized to provide guidance on your financial and investment needs. We believe that the best portfolio is one that achieves your financial goals while minimizing risk. By creating and managing bespoke investment portfolios, we can support your objectives both now and in the future.
At Keep Wealth Partners, we understand that life doesn't always go according to plan. However, by genuinely caring for our clients and applying our technical expertise, we can help navigate life's fluctuations and make a positive difference. We are committed to securing the future of our clients and their families.
Located at Suite 1310, 530 Little Collins St, Melbourne VIC 3000, we offer a comprehensive service that includes tracking your progress towards your goals through our Lifebook. This personalized tool ensures that your money is utilized effectively and aligns with your vision.
We take the time to understand what truly matters to you, your values, and your needs. By starting with a thorough assessment of your current situation and priorities, we can develop an investment strategy and portfolio that reflect your preferences and risk profile.
Join us at Keep Wealth Partners and let us guide you towards your best life.
Photos
Location & Phone number
530 Little Collins Street, Melbourne, Victoria 3000, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Our journey with Keep Wealth Partners began about a year before the COVID crisis on the basis of a personal recommendation. Brendan Fahy helped us put together a portfolio which has performed at least as well as could be expected given the remarkable roller-coaster ride of 2021 and 2022. The additional input from the team in terms of defining overall risk appetite, superannuation advice, estate planning and setting life and financial goals has been very welcome and in the case of superannuation, highly effective. We have a strong feeling that their work has been very specifically with our needs in mind. Annual fee structures are explicit and seem very competitive. The association has worked very well for us."
"Brendan is a great person to talk to and very knowledgeable of the financial services market. He is very genuine when discussing potential solutions around your financial needs and planning services he can provide."
"Right from the beginning Simon understood both our current situation and what we hope to achieve in the future, both personally and financially. During our meetings (in person or via zoom) Simon discusses the recommendations with us in detail, explaining how the changing political and economic landscape may affect our portfolio. The sound research and experience provided by the team gives us confidence in their advice."
"Simon provides me with expert advice based on thorough research. I feel very confident that my portfolio is closely monitored and adjusted to reflect the global situation and my own requirements. He is happy to answer questions and provide explanations and is very quick to respond. Simon is extremely personable and knowledgeable - an excellent combination."
"More than happy to recommend Simon and the Keep Wealth team for their professional and timely advice. I know my portfolio is in good hands and trust that they will always do the very best for their clients."
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