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Ipsum Advisors is a full-service accountancy and wealth advisory firm located in Bendigo, Victoria, dedicated to improving the financial lives of individuals and businesses through smart tax strategy, compliance, and business advice. They emphasize tailored financial planning that focuses on tax efficiency, asset protection, and long-term stability, ensuring clients are well-equipped to achieve their wealth creation goals. As strategic partners, Ipsum Advisors offers a comprehensive range of services, including business advisory, accounting, and technology integration, designed to streamline financial operations and provide real-time visibility. Their commitment to building long-term client relationships is reflected in their proactive approach and personalized care, fostering trust and collaboration over the years. Generated from the website

Greybox Wealth, located in Bendigo, Victoria, is a boutique financial planning and wealth management firm that prioritizes personalized service tailored to clients' needs. With over 30 years of combined experience, Directors Phillip Monaghan and Marty Southcombe offer expertise in various financial services, including retirement planning, wealth management, and protection strategies. The firm emphasizes a client-centered approach, ensuring that financial advice aligns with individual goals and aspirations. Greybox Wealth also offers a complimentary initial appointment to determine how they can best assist potential clients in navigating their financial futures. Generated from the website