Subscribes

Pop up – Demo

Subscribe Form Popup

ShareThis

Keep planning – Popup

Keep growing – Popup

Keep enjoying – Popup

Keep giving – Popup

best life – Popup

hico-yourbestlife@2x

Your best life

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

Slider vid – Popup

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.

Read more

Your team

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

Testimonials

Latest insights

General 07 | Jan
Tis the season for predictions no matter how ludicrous they may seem. After seeing numerous articles on the predictions...
Read more
General 17 | Dec
After another tough year, we hope you’ve come through unscathed and are looking forward to relaxing and spending time...
Read more
General 04 | Dec
So the last two junior footy seasons have largely been a write-off, we had our team presentation in the rain three ...
Read more
General 07 | Oct
In a world of headlines and 30 second attention spans, the crisis engulfing China’s second largest property ...
Read more
General 05 | Aug
You know when you’re scrolling through the weather app and it gives a ‘chance of rain’ percentage and ‘possible...
Read more
General 23 | Jul
Mountains are sometimes referred to as sleeping giants. Sleeping because from a distance, they are majestic and have a ...
Read more
General 14 | May
Summary With the tentative steps out of the COVID nightmare, this year’s Federal Budget focused on the ongoing ...
Read more
General 28 | Jan
To say the events of 2020 were unexpected and full of change would be an understatement. The Covid-19 pandemic ushered ...
Read more
General 21 | Dec
2020 – “it is what it is.” Soon it'll be "it was what it was”. An amazing, terrible year. 2021 – yes! We at ...
Read more
General 26 | Oct
When the most powerful and influential country in the world heads to the polls, its outcome affects us all. Here’s ...
Read more
General 08 | Oct
Summary With Australia in its first recession in almost 30 years, this year's Federal Budget was always going to be ...
Read more
General 16 | Jul
“Hello darkness, my old friend. I’ve come to talk with you again” said Paul Simon1 about the six week Melbourne ...
Read more

Sign up for our Insights