What we do

IBB Wealth offer much more than purely an independent financial planning and wealth management service, and we don’t just conform to the fact that money alone determines one’s success.

Our clients tell us they value us because, as like-minded people, we help them grow both financially as well as holistically, and as mentors and lifestyle coaches build trusted friendships. Of course, finding the right mentor can be a challenge, and it’s important to make sure you have someone best equipped to help whether you are just starting, seeing the first glimpses of success or are well established.

Staying focused but also remaining open to opportunities is key, which is why we offer specialist advice around Lifestyle Planning, Entrepreneurial Coaching, and International and Family Governance. At the heart of all of our advice is an attention to building lasting client relationships and sharing our strong ethics and values to enable you to delegate the management of your wealth to us.

To maintain financial wellness in your personal life and business, we devote time towards helping you achieve the right balance between building your wealth, learning and understanding how to maintain and protect its longevity, and getting the balance right to prosper.