Getting started
Unsure whether to prioritise today or plan for tomorrow? We’ll help you find the right balance.
Every financial journey is unique. At Ipsum Wealth, we understand that talking about money can feel overwhelming. That's why we start by listening - taking the time to get to know your objectives, concerns, and dreams before offering any advice. We help people make better decisions around their finances that are in their best interests, not ours.
Unsure whether to prioritise today or plan for tomorrow? We’ll help you find the right balance.
As your life evolves, your financial plan should too. We ensure you’re always moving forward.
Financial Advice
29/09/2025
In June we titled our outlook “Climbing a wall of worry. Politics recalibrated.” Since then, many of those worries have eased, and political settings are consolidating on their current path. Read the summary of our observations.
Financial Advice
09/09/2025
When life throws unexpected challenges your way, the right financial advice can make the difference between hardship and security. This was the reality for one couple running a successful family business, who faced a life-changing health crisis that threatened not only their livelihood but also their financial future.
Investments
30/09/2025
When most people think about their estate plan, they focus on their Will as the document that distributes everything they own. However, superannuation makes up a significant portion of a person’s wealth, and what many people don’t realise is that it does not automatically form part of their estate. Learn about common pitfalls and how to protect your wishes.