Financing
We’ll work with you to find the most appropriate financing to suit your needs, whether it be for your personal home, equipment, a residential or commercial investment property, refinancing or cash flow for your business.
Financing can give you quick access to funds, allowing you to make the most of opportunities, invest in your future or achieve a life goal (like buying your first home!). Financing can be acquired for short or long–term goals, but both benefit from the advice and knowledge of industry experts.
At Ipsum Wealth we listen to your priorities and what’s important to you and personalise strategies to help you achieve your financial and lifestyle goals. Taking the time to thoroughly explore your current financial position and where you want to be in the future will allow us to give you personalised advice and support.
A variety of financing options may be available to you depending on your current financial status and business or personal goals. Two main forms of financing are
- Debt finance: you borrow a sum of money and pay it back with interest over an agreed length of time.
- Equity finance: mostly used by individuals and entities in their growth stages. Funding is sought using the equity built into existing investments to help secure the finance.
Our team can walk you through the broad range of personal and business financing options and outline the pros and cons of each, allowing you to make an educated decision.
Reach out for a chat to see how we can help support you in financing for your big life achievements.
Ipsum Wealth is a Bendigo–based financial planning firm with over 30 years of experience in helping clients achieve their goals. We provide advice on financing, personal insurances, self– managed super funds and investing, all on a fixed-fee pricing structure, so you’ll always know what you’re paying for, with no unexpected costs or nasty surprises.
