Invest Today. Enjoy Tomorrow
Financial markets fluctuate and personal circumstances change, however, if you’re looking for a leading Melbourne financial planner, Keep Wealth Partners offers a complete solution to meet your financial planning needs.
Centrally located in Melbourne, Keep Wealth Partners are certified professionals in all areas of building wealth including financial advice, financial planning and SMSF’s. By taking the time to understand your needs, our professional financial planning team help clients grow their wealth and reap the rewards, both now and into the future.
Our fully certified and independent financial advisers at Keep Wealth Partners take the time to understand your needs and offer expert financial and investment advice. We’re focused on our client’s needs for the long term and offer complete transparency including continuous reporting and reviews on your financial progress.
Keeping our clients up to date allows our financial advisers to adjust and optimise your financial planning as your professional and personal circumstances change. Being located in Melbourne allows our advisors to offer financial planning and managed wealth advice at a time and location that suits you.
Whether you’re a high net worth investor, you’re starting out in business, growing your family, or you just want to forge a new path, Keep Wealth Partners will be here for you. As one of the leading financial advisors in Melbourne, we stand by our dedication to offering tailored and specialised financial advice from independent and dedicated financial planning professionals.
For financial planning that promotes freedom, flexibility, and your best interests, talk to an independent financial adviser from Keep Wealth Partners.
If you’re interested in finding out more about our independent Melbourne-based financial advisers get in touch with Keep Wealth Partners on 03 8610 6396 or send us a message online.
It's Not About Numbers. It's All About You.
Financial Planning in Melbourne
At Keep Wealth Partners, our approach to financial planning is linked to building and maintaining your wealth and financial portfolio. At our first meeting, our first question to you will never be about what you own. Rather, the first step on your financial planning journey with us will be about getting to know you.
By understanding your short and long-term financial and wealth goals, we can start to uncover the real reasons why you want to invest. Once we understand the motivations behind your financial plans, we can help you to nurture an agile, competitive, transparent investment portfolio. Ultimately, our service isn't about the numbers; it's all about making that next step, and every step that follows, easier, and more worry-free.
Our Melbourne financial advisers and wealth planning professionals guide you on your financial journey. With over 20 years of experience in the industry, we’re proud to offer the understanding our clients depend on for sound financial advice and work to pivot as required when life’s circumstances change to always ensure your financial and wealth plans match your journey.
Keep Wealth Partners are conveniently based in Melbourne, though our clients are located throughout Australia, including Sydney, rural NSW, Melbourne, rural Victoria and Hobart. We are proud to provide holistic, goals-based advice rather than transactionally-based advice. We believe that this tailored financial planning approach puts our clients in the best position to enjoy a fruitful, worry-free financial future. We think a successful retirement is one where you wake up with a purpose but have enough money to sleep at night.
The key to your future success is finding a truly independent financial planner that has your interests at heart. Keep Wealth Partners was specifically established with this in mind, we are 100% owned by staff, have no restrictions or conflicts in the products that we can consider, and we rebate all commissions back to you. We take pride in your financial success.
For financial planning that promotes freedom, flexibility, and your best interests, talk to an independent financial adviser from Keep Wealth Partners.
If you’re interested in finding out more about our independent Melbourne-based financial advisers get in touch with Keep Wealth Partners on 03 8610 6396 or send us a message online.
Let Us Help You Tick All the Boxes on Your Financial Journey
CERTIFIED FINANCIAL PLANNER® Melbourne
When it comes to financial planning services, the last thing you want to worry about is paperwork – especially someone else’s paperwork. You can be sure that Keep Wealth Partners tick all the boxes when it comes to an independent and certified financial planning, SMSF advice and managed wealth advice in Melbourne.
We hold our own Australian Financial Services Licence (AFSL 494858), meaning we are fully equipped, qualified, and regulated to assist you in financial and wealth planning. When seeking out a CERTIFIED FINANCIAL PLANNER® in Melbourne, clients should focus on independent operators with extensive experience in the industry.
By choosing an independent CERTIFIED FINANCIAL PLANNER®, you get the peace of mind that your financial planning, SMSF advice and managed wealth advice are all in good hands.
Having worked at a top tier accounting firm for 15 years, you can take comfort that our CERTIFIED FINANCIAL PLANNER® will consider all aspects of your personal financial situation, not just your investable assets. We can help you with your insurances, how to structure your affairs, your estate planning needs, budgeting and retirement planning.
We’re on Your Side
Independent Financial Advice
Independent Financial Advice
At Keep Wealth Partners, we’re focused solely on our clients, we want to understand what your future goals are so we can help you achieve them. Our independent financial advisers in Melbourne aren’t linked to a bank or any other product provider. In fact, we’re privately owned by our three directors, allowing us to provide fully certified and independent financial advice for our clients.
Our business model is designed to provide independent financial advice to only a small number of clients. By only managing a small number of client’s portfolios, we are able to build a relationship with you and provide tailored, independent financial advice that enhances your results and dramatically increases your wealth opportunity.
For financial planning that promotes freedom, flexibility, and your best interests, talk to an independent financial adviser from Keep Wealth Partners.
If you’re interested in finding out more about our independent Melbourne-based financial advisers get in touch with Keep Wealth Partners on 03 8610 6396 or send us a message online.
Levels of service
You have your own unique circumstances and objectives so we tailor our offering to fit your needs. Please speak to us to see which of our services will suit you best.
External professionals
In guiding you we will work with our network of professionals (or those chosen by you) to ensure your wishes are met. We do not accept any referral fees from our preferred service network as our professional relationships are based simply on how well they care for our clients.
Fees
Fees are fixed each year with your agreement. These fees include professional investment management, ongoing financial planning and regular review meetings. We re-engage with you each year to ensure you are getting value for money.
What next?
If you would like to learn more about our services we’d be happy to meet to discuss your options. Any initial consultation will be complimentary.
If you choose to join us we will provide a detailed engagement letter outlining what you can expect. We will take time to fully understand your vision for your life and how it fits into your circumstances and objectives, as well as how you view and experience risk.
Only then do we provide you with an integrated strategy and collaborate with you on a plan to optimise it. Our conversations and support are ongoing through every stage of the advice cycle.
