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Your best life

We’ll help you develop a strategy to simplify the complexity and work towards your best life.

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Client Portal Book a discovery call Melbourne03 8610 6396

Partners in life’s financial decisions

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.

Why Keep Wealth Partners?

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.

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Your team

We are professionally qualified, highly experienced and fully
authorised to advise on your financial and investment needs.

Team Member

Simon Briggs

Director & Advisor

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.

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Team Member

Andrew Aylward

Director & Chief Investment Officer

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.

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Team Member

Brendan Fahy

Director & Advisor

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.

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Team Member

Caroline Turner

Wealth Support Officer

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.

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Testimonials

“ Being with Keep Wealth has taken a bit of stress away from me. Although at the moment our pension is primarily for my husband, it is our retirement nest egg, so I want to be involved in the decision making. They keep me in the loop which means when I am on my own, I will know what is going on. ”

Christine Harbig

“ Brendan at Keep Wealth Partners has over delivered on what we expected. What I did not expect was the detailed attention they paid to our lives, needs and expectations. I was expecting someone focused on the money, but Brendan looked at the whole picture, not just what we asked him to manage. That view of the whole package has been really helpful, the money became only part of the picture. He has given advice that has benefited us and not him, which is the mark of the ideal advisor. ”

Richard Doherty

“ Wealth and financial planning are only one part of what you get, it is the accessibility and relationship that is important.  That you need good advice and to see good results goes without saying, but being able to pick up the phone and get in touch is key. ”

Mark Doupe

“ We wanted an advisor who would try hard to understand our situation, listen if we had concerns and not talk jargon.  We have been so happy with Keep Wealth we helped my mother move her investments too. She is very happy, they do not talk down to her or over her head, and they have managed her money very well. It gives us real peace of mind to know she is well looked after. ”

Kristen & Bob Germantse

“ Many years ago, I was introduced to Simon through a family member. Despite at the time not being eligible to be a client, he met and helped me understand my financial position and options better, gratis, so I was delighted to find that he had set up his own company and that I would be able to sign up. The combined strengths of Simon and his business partners cover a great range of financial expertise and I have found all of them to be personable, attentive and completely accessible (a stunning contrast to my previous advisor!). I have received excellent advice which is well tailored to my needs and fits within my comfort zone. I have already recommended Keep Wealth to my family and friends and will continue to do so. ”

Catherine Ward

“ Simon has been our advisor since approx. 2008. During the start of the GFC I cashed out my super from a nominated fund to a SMSF. I had met and dealt with Simon in prior roles as a president of an organisation and later as a trustee. Simon went above and beyond what we expected to explain things to our members at the club AGM's. I have found Simon has done the same thing for me with my fund, assisting with understanding what we need to do to manage our assets including property we own and intended to sell and invest into the fund. I have recommended Simon to a number of my colleagues and would not hesitate to recommend him to anyone that was looking for an investment advisor. ”

Mike & Libbie Rogers

“ For many years Simon managed the affairs of our Self-Managed Super Fund and investment funds very efficiently and with a great deal of personal involvement. When we learnt he was leaving to start Keep Wealth Partners, being cautious by nature, we waited twelve months to ensure the foundation of the business was stable and secure. At the end of this period we determined that because we are at an age where more personal involvement would be beneficial, we made the change. Our changeover has been very smooth and successful with a clear investment strategy established and the feeling of a strong sense of personal care from Simon and the team at Keep Wealth Partners. ”

Alan Trumble

“ Simon has been my financial advisor for over 10 years. He has always exhibited a genuine interest in my needs and circumstances and has supported me to help me achieve my goals, which above all is to grow the Avalon Centre, a charity built to help the less fortunate in our communities. Simon has contributed both in his capacity as my advisor, but also through the volunteer work he and his family have done for the Centre. Throughout our relationship Simon has delivered a personalised, professional service, high quality advice and a well-managed investment portfolio. Meeting regularly, he’s explained his advice clearly, has been patient with any questions and I’ve always enjoyed our discussions about current global financial (and non-financial) issues. I have worked with other financial advisors in the past and can confidently say that the service I have received from Simon has far exceeded my previous experiences. His competent, personable and experienced approach has affirmed that when it comes to financial advisors, I have made the best choice. ”

Deborah Holmes

“ With previous advisers I was never sure whether I was paying too much, what all the fees were for or even whether the advice was in my best interests.  After a good friend recommended I talk to the Keep team, I now know what good advice looks like. Right from the outset Brendan listened to my concerns and helped me formulate a strategy appropriate for me. At each step he kept me informed and was always responsive in answering any queries I had. After my previous experience it is wonderful to finally move forward with confidence and peace of mind. I look forward to working with Brendan for many years to come. ”

Claire Gaffney

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