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Our Approach

Tailored advice, fixed-fee pricing and genuine care is what we deliver to our clients.

With an unwavering focus on innovation, service and client financial health, our approachable, professional and straight-talking team delivers customisable solutions which will see you and your business positioned for longevity and financial success. We’ve summed up in four steps exactly how we do that.

The Ipsum Approach

Timeline

It all starts with hello. Send us an email, phone our office or connect with us on our socials and we'll be in touch to understand the services you're seeking and how we can help. We'll then arrange an inception meeting. There will be a few things we need you to bring along - our awesome Admin team will send you a checklist.

Timeline

Are we a match? We love to win. Not just win your business, we want your business to win too. During our inception meeting we'll get to understand you, how you work, the services and advice you're looking for and discuss your goals and objectives.

We will then get to work on preparing a tailored quote (we work on a fixed-based pricing model so you'll always know exactly what you're paying for; we're all about value over here!).

Timeline

We rally a team of Ipsum experts. Now, here's one key difference you'll notice about how we work; we don't just trot out the big wigs for our first meeting, they will also have oversight on your account. We have strict quality assurance processes in place to maintain our high standards of work and that includes senior counsel.

Timeline

Execute. Review. Repeat. We're on a journey of continuous improvement and we want to make sure you are too! We will continue to check in with you to ensure you're not just satisfied with our service but that you're doing cartwheels.

For us, good enough is not enough and it shouldn't be for you either. We will keep an eye on your industry and insights, and introduce you to new / emerging processes and technology that will improve how you do business.

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