Simon Briggs

I have known Simon Briggs, now a senior partner at Keep Wealth Partners, for more than ten years.

I was first introduced to Simon through Pitcher Partners, where we were clients for both accounting and financial services. At that time, Simon worked closely with Ms Sue Dahn, the Partner in charge of Investment Services at Pitcher Partners. Over many years, this association proved to be successful, profitable, and highly harmonious.

Several years ago, Simon left Pitcher Partners together with two other financial advisers to establish their own firm, Keep Wealth Partners, based in Collins Street, Melbourne. We transferred our business to Simon at that time, and his management of our account has since proven to be an excellent decision. We have developed a close and highly personalised advisory relationship that continues to this day.

Simon is consistently accessible and approachable, and he manages our portfolio with great care and attention to our specific needs. He is always open to discussion and adjustments when required, though this has rarely been necessary, as his investment strategies have consistently been formulated to our best advantage.

I can only speak in the most favourable terms of Simon’s professional standards, his integrity, and his willingness to assist. He consistently provides thoughtful, well-considered advice, and our working relationship has been a very successful one, which I expect will continue for many years to come.

We have been with Keep Wealth since 2018 and are extremely glad we made the switch. Simon has worked with us to improve our financial position and we are extremely happy with the results. The thorough research undertaken, clear communication and the attention to our personal situation reassure us of Simon’s professionalism. It is a big issue to trust your personal wealth with anybody, and we have full faith in Simon and trust that he is working in our best interests. Simon is also extremely responsive to any requests or questions we may have, and he follows up with us in a timely manner.

Simon was recommended by my father &, after meeting him, I could immediately understand why. Apart from being fully on top of financial matters in a way I could never hope to match, he has my complete trust. And that is probably most important of all when it comes to managing money. He has deftly steered us through rapidly changing life circumstances & is able to explain complex financial matters to even the fiscally illiterate. Recommended unconditionally.

It has been an absolute pleasure working with Simon over the past years. We both rely on his astute financial advice and guidance with all maters relating to our family's wealth creation plans and ongoing financial management. He has become a good friend of the family and we look forward to a long and successful association in the future.