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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.

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What we offer

Expertise for every aspect of wealth

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

 

Financial Advice

Wealth Creation & Investments

Lending Solutions

Legal Services

Wealth Protection

Self Managed Superannuation Funds

Aged Care Financial Advice

Wholesale Investments

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

Financial Advice

24/07/2025

Women shaping Australia's wealth growth

The increasing prominence of women in wealth creation, management, and transfer is transforming Australia’s wealth landscape. In this article we expand on the key areas driving this evolution, drawing on the latest Australian research and insights.

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Financial Advice

01/07/2025

Easy to misplace, hard to replace: The costs of a lost trust deed

If a trust deed is lost, how can the trustee be confident that they are acting appropriately? The answer, according to the Court, is... "They can’t". So, what would happen if you were to misplace a trust?

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Investments

19/06/2025

Worth it's weight in gold

Gold has been glinting back into the spotlight - Chief Investment Officer Graeme Bibby unpacks why investor appetite is surging and what forces are driving the renewed demand.

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