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 Colleges and would not hesitate to recommend him to anyone that was looking for an investment advisor.
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.
Keep Wealth Partners Pty LtdSuite 1310, Level 13, 530 Little Collins St
Melbourne, VIC 3000
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2003
- Years of experience 20
- Certified Financial Planner (CFP)
- Bachelor of Economics (Honours)
Keep Wealth Partners Pty Ltd