You're climbing the career ladder and are earning a good income. Maybe you've met your life partner, bought your first home, have a young family or have just had the idea that is going to make your fortune. Some of the questions common to this stage in life are. The children are growing and so are your expenses, but income is good and you have surplus funds to invest.
Maybe you've bought a bigger house. Or perhaps it's been a bumpier road than you'd hoped and you're looking for a new life partner. Considerations may well include. Debts are paid off, children have (hopefully) flown the nest and you're thinking about the next phase of life, be it retirement, reducing your work or carrying on at a million miles an hour.
Maybe you've bought a bigger house. Or perhaps it's been a bumpier road than you'd hoped and you're looking for a new life partner. Considerations may well include. Debts are paid off, children have (hopefully) flown the nest and you're thinking about the next phase of life, be it retirement, reducing your work or carrying on at a million miles an hour.
Reviews (10)
Steven Roccuzzo
Aug 26, 2021
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Helen Gay
Jan 17, 2021
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Penny Trumble
Dec 28, 2020
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Simon provides me with expert advice based on thorough research. I feel very confident that my portfolio is closely monitored and adjusted to reflect the global situation and my own requirements. He is happy to answer questions and provide explanations and is very quick to respond. Simon is extremely personable and knowledgeable - an excellent combination.
Claire Gaffney
Dec 15, 2020
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Georgie Bosch
Nov 05, 2020
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Anthony O'Rourke
Oct 07, 2020
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Mark Doupe
Aug 17, 2020
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Kristen Germantse
Aug 08, 2020
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Right from the beginning Simon understood both our current situation and what we hope to achieve in the future, both personally and financially. During our meetings (in person or via zoom) Simon discusses the recommendations with us in detail, explaining how the changing political and economic landscape may affect our portfolio. The sound research and experience provided by the team gives us confidence in their advice.
Linda Sim
Aug 02, 2020
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Keep Wealth have been managing our SMSF since Dec 2018, and during this time they have developed a sound financial strategy that has truly taken in to account our financial goals.
Their experience allowed a thorough assessment of our financial holdings, and with prudent and consistent risk analysis were able to create a fund that held its strength through the recent turbulent period.
Keep are not stuck on a particular method for building wealth and have been able to offer a variation of equities and managed funds that best suit our SMSF.
Stuart - Carnegie
Their experience allowed a thorough assessment of our financial holdings, and with prudent and consistent risk analysis were able to create a fund that held its strength through the recent turbulent period.
Keep are not stuck on a particular method for building wealth and have been able to offer a variation of equities and managed funds that best suit our SMSF.
Stuart - Carnegie
Marion Allen
Jul 31, 2020
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Positive: Professionalism
I am always given detailed advice in a professional manner. There is a sense of integrity in our exchanges When you entrust your hard earned retirement savings to someone else it’s important to feel confident about the management of your money. This is why I use Keep Wealth Partners
I am always given detailed advice in a professional manner. There is a sense of integrity in our exchanges When you entrust your hard earned retirement savings to someone else it’s important to feel confident about the management of your money. This is why I use Keep Wealth Partners
