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How do I learn financial discipline? | Do I have any surplus cash for investment? |
How much should I put into super? | Should I pay off my debt? |
Are my investments working hard enough? | How do I set up my family financially for the future? |
Are my finances structured correctly? | How do we protect our family from life's bumps? |
Can I send my children to private school? | Should I pay off debt or invest surplus funds? |
Are my investments working hard enough? | Should we get a will in place? |
When can I retire? | How much do I need for a comfortable retirement? |
Are my investments working hard enough? | What estate planning do we need to put in place? |
We’re thinking about philanthropy. How do we start this? | Can I help my children get a foothold on the property ladder? |
Are my investments working hard enough? | Are our affairs structured properly, both for us and our loved ones? |
What about philanthropy? | Is my will structured how I want? |
Your best life
We’ll help you develop a strategy to simplify the complexity and work towards your best life.
Welcome to Keep Wealth Partners
At Keep Wealth Partners we help you, as professionals, business owners or financially independent investors shape and sustain your finances to help you live the life you want.
Through our five step process we help identify what really matters to you, prioritise your goals, develop strategies and drive action.
Keep Wealth Partners is a privately owned, boutique wealth management business.
We hold our own Australian Financial Services Licence (AFSL 494858) which means we are not tied to any bank or product provider. The advice we provide is always in your best interests.
By design, we only work with a relatively small number of clients so we can devote a significant amount of time and attention to our relationship with you. This allows us to help you make better financial decisions, build tailor-made investment portfolios and partner with you over the long term to help you stay on track.
We are professionally qualified, highly experienced and fully
authorised to advise on your financial and investment needs.
It’s about much more than managing money - it’s about helping clients and their families secure their future. I love being part of that process and building enduring relationships with clients, many of who I’m lucky enough to call friends.
I believe that the best portfolio is one that accomplishes a client's financial goals with as little risk as possible. By building and managing tailor-made portfolios we can support our clients' goals, both now and into the future.
If only life always progressed according to plan. It's a great feeling knowing that by genuinely caring for clients and applying our technical expertise we can help them through life's fluctuations and make a positive difference.
Foremost in my mind is creating an experience for our clients that is seamless and enjoyable. It's all about our clients and what they want, and I'd like to think they can come to us for anything and know we are always here when needed.