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
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.
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.
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.
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.