Don’t Just Manage Your Wealth. Prosper!
At Keep Wealth Partners, we do more than just help you manage your wealth. Our team aims to help you thrive and prosper into the future through considered, flexible, and personalised wealth management advice. Privately owned and completely independent, you can be sure that Keep Wealth Partners are the best Melbourne wealth management professionals.
We like to think of our Melbourne wealth management services as a cycle because we understand that personal circumstances and financial markets change. By continually analysing and reviewing the personalised investment decisions we make alongside our clients, we can help you to financially prosper both now, and into the future.
If you’re looking to prosper and get ahead in life and stop worrying about money our Melbourne Wealth Management team are here to provide a complete solution to meet your financial planning needs.
The independent financial advisers at Keep Wealth Partners work alongside business owners, families, high net wealth individuals, and those who are just starting out on their financial planning journeys. Whether you're looking for advice on an established investment portfolio or you're taking your first steps, we can help you through every stage of life.
We’re focused on being with you every step of your financial journey and our Melbourne wealth management team takes the time to get to know you by understanding any changing personal circumstances, goals, and motivations ahead of providing any financial advice.
For financial planning that promotes freedom, flexibility, and your best interests, talk to an independent financial adviser from Keep Wealth Partners.
Our Approach Is Tailored for Growth
Managed Wealth Melbourne
When it comes to managed wealth services, Melbourne investors want to know that they’re heading in the right direction. Of course, this will mean different things for you if you’ve just started a family or you’re looking to improve on an already established portfolio. Our people-first approach and client-centric wealth management solutions ensure we understand what success means to you, allowing us to most effectively get you to that position.
Melbourne residents looking for financial freedom, versatility, and a managed wealth approach that looks at the long-term are seeking out the independent services of Keep Wealth Partners.
Our managed wealth strategies are focused on building, growing, and maintaining your financial investment portfolio while providing proactive and dynamic ongoing managed wealth services. All of our advice and financial services are underpinned by both your goals and the latest industry research.
Our certified and independent managed wealth professionals are regulated for your peace of mind and we hold an Australian Financial Services Licence. The fact that we’re not linked to any banks or financial products means our clients get tailored advice that is focused on their needs.
By adopting a goals-based system rather than a transaction approach, Keep Wealth Partners aims to deliver greater value and fewer costs. We never accept commissions and our wholly owned Melbourne business structure ensures that there are no conflicts of interest influencing our financial advice.
Want to get more value and less hassle from your managed wealth in Melbourne? Talk to the team at Keep Wealth Partners today.
Levels of service
You have your own unique circumstances and objectives so we tailor our offering to fit your needs. Please speak to us to see which of our services will suit you best.
In guiding you we will work with our network of professionals (or those chosen by you) to ensure your wishes are met. We do not accept any referral fees from our preferred service network as our professional relationships are based simply on how well they care for our clients.
Fees are charged as a percentage of the value of your portfolio or fixed up front with your agreement. These fees include professional investment management, ongoing financial planning and regular review meetings.
If you would like to learn more about our services we’d be happy to meet to discuss your options. Any initial consultation will be complimentary.
If you choose to join us we will provide a detailed engagement letter outlining what you can expect. We will take time to fully understand your vision for your life and how it fits into your circumstances and objectives, as well as how you view and experience risk.
Only then do we provide you with an integrated strategy and collaborate with you on a plan to optimise it. Our conversations and support are ongoing through every stage of the advice cycle.