Ipsum Wealth

About

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.