Brendan Fahy

Keep Wealth Partners Pty Ltd

Silver
19 Yrs Experience
Melbourne, VIC 3000
I work with business professionals helping them to achieve financial freedom. This is done by: ?bringing clarity to their aspirations ?ensuring they are protected against life's uncontrollables ?getting them in control of their cashflows ?simplifying and decluttering their finances ?planning for and holding their hands through life's transitions ?providing objectivity on whether they are on track to reach their goals ?keeping them accountable to agreed actions and decisions I have almost 20 years of experience partnering with professionals and supporting them to grow wealth and achieve financial freedom. Keep Wealth Partners is a privately owned independent practice and we hold our own Australian Financial Services Licence (AFSL). We are not tied to any bank or product providers - the advice we provide is always in your best interest. We do not retain any commissions for products recommended. ? To find out how I can help you achieve financial freedom, please get in touch with me. ? 0422 480 902 ? brendan.fahy@keepwp.com.au www.keepwp.com.au

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 5
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Keep Wealth Partners Pty Ltd

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

Opening hours

  • 8:00am – 5:00pm Tuesday
  • 9:00am – 5:00pm Monday, Wednesday – Friday

Licensed by

Keep Wealth Partners Pty Ltd

AFSL 494858

4.85
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"Brendan has advised me on my self managed super fund. Through Brendan’s knowledge and professional experience I feel confident that advice given was correct for my needs. Brendan gives full care and prompt attention and when needed detailed explanations. He is always accessible."

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

"Since the transfer of our funds just over two years ago we have found sanctuary in Keep Wealth Partners. Brendan Fahy has proven to be dedicated in ensuring our investment portfolio has kept pace and exceeded his advice and instruction. His attention to detail and advice with estate planning has proved of great value. We are very confident in continuing our relationship with Brendan"

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

"Brendan is very responsive, professional and good quality advice - more than happy to recommend Brendan and the Keep Wealth team. Was extremely helpful."

  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"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."

  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I value immensely Brendan’s advice on managing my super fund . I believe he has a strong moral compass which underpins his professionalism. He is an excellent communicator and listens to my concerns I am confident that he keeps abreast with current trends and that my hard earned savings are in good hands"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2001

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Diploma of Financial Markets

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
1997

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Brendan's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Brendan able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Brendan's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Brendan to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Brendan?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Brendan provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Brendan may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Brendan Fahy
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens