6 Reviews

Brendan Fahy

Keep Wealth Partners Pty Ltd

Gold

21 Yrs Experience

Melbourne, VIC 3000

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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

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Complex Investments
Socially Responsible
Tax Strategies
Wills & Estates

5.00 October 2024

Upon a recommendation, I had been given Brendan Fahy’s name and Keep Wealth Partners. Brendan listens and takes the time to learn what my goals are. I have been impressed with his professional manner and great communication when managing and making changes to my portfolio. I’m happy and comfortable knowing my portfolio is with Keep Wealth Partners.

5.00 December 2021

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.

5.00 February 2021

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

5.00 January 2021

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

4.50 December 2020

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.

Adviser status Gold
Rating 4.92
Number of reviews 6
First year providing advice 2003
Years of experience 21
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Language spoken
- English