Home

Personalised advice, real relationships

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.

Contact

What we offer

Expertise for every aspect of wealth

At Ipsum Wealth, our comprehensive services are designed to support you at every stage:

 

We help you make smart, confident financial decisions at every stage of life.

Getting started

Unsure whether to prioritise today or plan for tomorrow? We’ll help you find the right balance.

Financial Advice

Protecting your legacy

You've work hard for what you have - make sure it's protected.

Wealth Protection

Latest News & Insights

News & Stories

Investment Outlook Q3 2025: The sum of fears is fading

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.

View article

How expert financial advice transformed a family's future

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.

View article

Why a Will is not the way to bequeath your super

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.

View article