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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.


Latest insights

Markets 19 | Feb
Back in 2022, the majority of economists, myself included, were predicting a Eurozone and US recession within the next ...
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General 19 | Dec
As the festive season is upon us, we at Keep Wealth want to express our sincere gratitude for your continued trust and ...
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General 15 | Nov
We’re delighted to announce that Caroline Turner has joined the Keep Wealth family. Caroline brings considerable ...
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General 24 | Oct
Does the bank of mum and dad fully understand the risks of providing financial assistance to their children? Bendigo ...
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General 26 | Sep
How often do you stop to think about what’s really important to you in life?   Values are the beliefs and principles...
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Investments 01 | Sep
Averages can hide a multitude of sins, and this is particularly the case with the Mega 7 in financial markets. So far ...
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Investments 18 | Aug
The global economic landscape has witnessed unprecedented shifts and challenges in recent years, leaving investors ...
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General 27 | Jul
As you might have seen, inflation looks to have turned the corner, even though the jobs market remains as strong as any...
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Planning 15 | Jun
As the end of the financial year (EOFY) deadline gets close, this is the time to consider if any superannuation and ...
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General 16 | May
  Summary The May 2023 budget yet again, proves that Australia is the ‘Lucky’ country. Thanks to a huge revenue ...
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General 06 | Mar
The government has announced that from 1 July 2025, earnings from superannuation balances over $3 million will attract ...
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Investments 07 | Feb
Navigating markets in 2023 will require patience, diligence and an active overlay as volatility is likely to reign ...
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