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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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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.

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Latest insights

Investments 09 | Jun
Interest rates are certainly on the rise, so much so that the recent sell off in bonds has been the biggest seen in ...
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General 02 | May
When the 2021 budget was handed down, a number of changes were proposed to superannuation. Legislation changes ...
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General 31 | Mar
Once again, a budget windfall, thanks to higher commodity prices, has allowed the government to spend more and forecast...
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General 10 | Mar
You may have seen in the news recently that Dixon Advisory Superannuation Services, Australia’s fourth largest ...
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General 01 | Feb
Like many Australians, the last couple of years have led us to critically examine what’s important in life. What have...
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General 07 | Jan
Tis the season for predictions no matter how ludicrous they may seem. After seeing numerous articles on the predictions...
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General 17 | Dec
After another tough year, we hope you’ve come through unscathed and are looking forward to relaxing and spending time...
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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 ...
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General 07 | Oct
In a world of headlines and 30 second attention spans, the crisis engulfing China’s second largest property ...
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General 05 | Aug
You know when you’re scrolling through the weather app and it gives a ‘chance of rain’ percentage and ‘possible...
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General 23 | Jul
Mountains are sometimes referred to as sleeping giants. Sleeping because from a distance, they are majestic and have a ...
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General 14 | May
Summary With the tentative steps out of the COVID nightmare, this year’s Federal Budget focused on the ongoing ...
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