The Keep
The tower within the castle which serves as the high-status residence and also the refuge of last resort - there for you through good times and bad.
Keep Wealth Partners is a boutique wealth management business created to partner with high net worth investors, business owners and professionals through every stage of life.
We are privately owned by the three directors and hold our own Australian Financial Services Licence (AFSL) so we have the freedom and flexibility to always act in the best interests of our clients.
Helping you live the life you want and provide for those you love.
Clients are at the heart of all that we do. Our team is passionately committed to providing a high-quality ongoing service that meets your individual needs. Understanding that it isn't just about the here and now, through our dynamic, proactive and ongoing professional service we will help you build, manage and protect your wealth through generations.
We take pride in meeting with you regularly and being accessible for your questions, taking away your financial worries and providing you with the confidence to stay on top of your financial matters.
Approach to client service
We believe that the disciplines of portfolio management and financial planning are intertwined and important in helping you meet your long-term goals. We aim to provide you with industry leading tailor-made portfolios which change with your circumstances, needs and objectives. Complementary to this, we help guide you through your financial planning strategies as they evolve over time. We are committed to delivering outstanding service that is competitive, transparent and above all, adds value to your life.
Approach to investing
Portfolios are built on your needs and objectives
Understanding your needs is the first step in managing your investments. We listen to you and get to know you so we can build portfolios specific to your circumstances, needs, objectives and risk appetite.
Freedom to act in your best interests
We are privately owned. This means we're not incentivised to sell anyone else's investment products, but have the freedom and flexibility to offer only those investments that meet your needs.
We invest for the long-term
It is easy to be seduced by market noise and volatility. However, it is more prudent - and usually more profitable - to stay focused on the longer term, prioritising high-quality assets that can offer compound returns over time.
We use expert industry research
We make a significant commitment to research, due diligence, manager and share scrutiny through combining our extensive experience and knowledge with robust external research.
We only prosper when you do
Our fees are charged as a percentage of the assets we manage on your behalf or fixed up front with your agreement. They are straightforward and transparent.
Governance
Keep Wealth Partners Pty Ltd holds an Australian Financial Services Licence (AFSL 494858), issued by the Australian Securities and Investments Commission (ASIC). For further details, you can download a copy of our Financial Services Guide (FSG).
Keep Wealth Partners Pty Ltd is a member of an independent external dispute resolution scheme. If an issue has not been resolved to your satisfaction, you can lodge a complaint with the Australian Financial Complaints Authority (AFCA). AFCA provides fair and independent financial services complaint resolution that is free to consumers.
Website: www.afca.org.au
Email: info@afca.org.au
Telephone: 1800 931 678 (free call)
In writing to: Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001
For information on how we manage your personal information, including collection, maintenance, use and disclosure please refer to our Privacy Statement.
Continuing Professional Development (CPD) - As a responsible licensee, Keep Wealth Partners is required to ensure they are satisfied that their representatives knowledge and skills are up to date. All representatives are required to be members of the Financial Planning Association of Australia (FPA). As such, Keep will adopt the FPA CPD policy in full and requires all representatives to understand and adhere to this policy at all times.
