Ipsum Wealth

We help people make better decisions around their finances that are in their best interests, not ours.

Good relationships start with understanding the current state of play.

Over coffee, we’ll discuss your current situation and the kind of advice you’re looking for. This first meeting is complimentary. We’ll then issue you with a proposal detailing what we’ll do along with what it going to cost.

We operate under a fixed-fee model, which means no hidden fees and no nasty surprises.

What we can do for you

Financial Planning

We can help you map everything from retirement strategies, succession planning, transitioning to aged care and superannuation through to business, budgeting, cash flow and debt structuring.

Investment Advice

Benefit from a collaborative approach. We work in partnership with your accountant to determine the best investment strategies for you.

Financing

Need to secure finance? We can help you or your business access lending from a wide breath of lenders whether you need it for your personal home, a residential or commercial investment property or cash flow for your business.

Insurance and Income Protection

Forget wading through 250-page Product Disclosure Statements – that’s what we do best! We’ll help you safeguard your future by finding the right insurance cover to protect you, your business and your family.

The guy who will get you there

Darren_sm

 

Darren Eldridge DFP
Financial Planner

For almost two decades Darren has literally assisted thousands of Victorians with their finances.

Previously holding senior positions at the National Australia Bank and Westpac, Darren now heads the Ipsum Wealth team where he is leading the charge to help people plan and protect their finances.

Darren’s carved a successful career by focusing on individuals and bespoke solutions. This is evident by his longstanding client relationships and the respect he has earnt from his peers.

Book a coffee catch up with Darren

Let’s get started

Call, email or book online

03 5442 2966
59 Queen Street
Bendigo, Victoria, 3550

Ipsum Wealth is a joint venture between Bendigo’s favourite accountants Ipsum Advisors and leading Australian financial advisory firm Partners Wealth Group.

PRPIA Pty Ltd. [61 144 888 433] trading as Ipsum Wealth is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee.