Simon Briggs

Keep Wealth Partners Pty Ltd

Gold
19 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Keep Wealth Partners Pty Ltd

Suite 1310, Level 13, 530 Little Collins St
Melbourne, VIC 3000

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 10
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Bachelor of Economics (Honours)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Keep Wealth Partners Pty Ltd

AFSL 494858

4.85
10 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.90
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very confident in taking Simone suggestions and advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"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."

  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"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."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has managed my self managed super fund for approximately 14 years. He is very approachable and answers all queries in a clear way. Everyone should use him!"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has been a trusted advisor for many years. He explains things clearly and has extensive knowledge and experience, which makes me feel very comfortable. Simon is very responsive and demonstrates a real interest in his clients."

  • Superannuation
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has always provided me with exceptional advice in areas of investments and my superannuation He has explained things clearly and concisely , always addressing any areas of concern I may have. Simon has also helped me on other issues by providing referrals to legal and accounting services I feel confident that Simon’s knowledge and experience will ensure that my affairs are kept in good order and my needs met."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Many years ago, Simon gave me advice, gratis, beforehand was able to accept me as a client; so I was delighted to find that he had set up his own company and that I would be able to sign myself 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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel safe knowing that my finances are in positive, informative and experienced hands ..."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Certificate in Financial Planning

Level
0 - Training / Exam / Other
Institution
Chartered Insurance Institute (CII)
Completed
2000

Bachelor of Economics (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Wales
Completed
1997

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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