BETTER FINANCIAL MANAGEMENT
BETTER FINANCIAL MANAGEMENT STARTS HERE
finances that are in their best interests, not ours.
BETTER FINANCIAL MANAGEMENT
STARTS HERE
finances that are in their best interests, not ours.
OUR SERVICES
HOW WE CAN HELP
FINANCIAL PLANNING
We can help you map everything from retirement strategies, wealth accumulation, budgeting, cashflow and personal insurances through to succession planning, government benefits and debt structuring.
INVESTMENT ADVICE
We listen to your priorities and what’s important to you and work in partnership with your accountant to determine the best investment strategies for you
FINANCING
We can help you or your business access lending from a wide breadth of lenders whether you need it for your personal home, a residential or commercial investment property or cash flow for your business.
Personal
insurances
We can help you find the right personal insurance option for you and your family, so you can be confident that you’re protected if you or your partner are diagnosed with a life-changing illness, injury or pass away.
Self Managed Superannuation
We can help you take control of your retirement with your Self-Managed Super Fund and navigate everything that comes along with it. Enjoy taking advantage of the wider range of investment options and the flexibility it provides.
OUR TEAM
over 30 years of experience in helping clients achieve their financial goals.
Talk to our experts about financial planning, investment advice or financing for personal or business.
Fixed Fee Pricing Approach
Ipsum Wealth is unique in that we operate on a fixed fee pricing structure, so you’ll always know what you’re paying for, with no unexpected costs or nasty surprises.
PWG & Ipsum Advisors Partnership
We have the backing and access to expertise from Partners Wealth Group (PWG) and Ipsum Advisors, which means when you work with us, they back you too.
PRPIA Pty Ltd, trading as Ipsum Wealth, as Authorised Representative of Partners Wealth Group Financial Advice Pty Ltd. AFSL 558563 | ABN 33 662 748 496. Principal address: Level 13, 636 St Kilda Rd Melbourne VIC 3004