Simon Briggs

I am very confident in taking Simone suggestions and advice.

Although we haven't been with Simon for that long he has been excellent to work with and his followup on questions, etc is terrific and almost too good actually as he diligently seeks out the information requested then throws it back onto me and I usually take far too long to respond back to him. Overall we are very happy making the decision to go with Simon and Keep Wealth Partners.

Simon has been our financial adviser for over 10 years. Over that time we have developed a good working relationship and have grown to value and trust his advice regarding the development and growth of our superannuation fund along with our transition to retirement.

Simon had been our adviser for many years with his previous employer and twelve months after his decision to set up in his own operation we elected to continue our association. We find as senior citizens he has an excellent appreciation of our needs and he understands our viewpoints and aims.