You don’t need another financial plan. You need family alignment and an adviser team that talks.
I bring coaching and facilitation to your family council meetings and hands-on project management to your existing advisers, so your vision stays clear and decisions never stall.
Most wealth plans break down in one of two places: at the family dinner table, where hard conversations about inheritance and legacy get put off, or in the adviser boardroom, where good professionals work in silos. I work in both rooms.
How we work
Three roles, one direction.
I don’t replace your advisers or give financial, legal or tax advice. My role is to keep your family and your advisers aligned, and the work moving.
At the family table
Your family
Sets the direction
Your family sets the vision, values and legacy goals. Every decision stays yours.
From your family to Ivan Ang: Vision, priorities, what’s changed
From Ivan Ang to your family: Clear options to decide on
In both rooms
Ivan Ang
Facilitation & orchestration
I facilitate your family council meetings and project manage the work between your advisers, so nothing stalls waiting on you.
From Ivan Ang to your technical advisers: Briefs, requests, follow-up
From your technical advisers to Ivan Ang: Advice and answers
In the adviser boardroom
Your technical advisers
Provide the advice
Your accountant, lawyer, planner and broker provide the legal, financial and tax advice, with the full picture in front of them.
One direction: your family’s vision, values and legacy.
How I can help
Four ways to work with me.
01
Family Council Facilitation
Structured family meetings that build alignment on vision, values and legacy, so tough conversations happen early, before they turn into conflict.
Find out more02
Adviser Orchestration & Project Management
I project manage your existing accountant, lawyer, planner and broker, so their work stays in sync with your family’s direction and decisions keep moving.
Find out more03
Executive Coaching & Leadership Masterclasses
One-to-one coaching and masterclasses for business owners and leaders, including those preparing a successor or building their leadership capacity.
Find out more04
Keynote Speaking
Talks for conferences, industry events and business groups on family alignment, adviser coordination and leadership. Topics include Discovering your Leadership Signature, The 15 Invaluable Laws of Growth and Overcoming Busyness.
Find out more
My story
From the planner’s desk to the family table.
I started my career as a financial planner and built my own practice, which I sold in 2010. For more than a decade after that I coached executives and business owners, including as a Founding Member of the Maxwell Leadership Team and, for five years, coaching the Commonwealth Bank’s financial planners across Australia.
Working with business owners, I kept seeing the same pattern. Their advisers were good at what they did, but they rarely spoke to each other. When I asked when their accountant had last spoken to their financial planner, the answer was often a year or two. Meanwhile, the family’s plans kept changing.
Avoiding hard conversations about inheritance and legacy doesn’t prevent conflict. It only delays it, often until it’s too late to talk it through. A 2015 Queensland study, reported by Tang Law (opens in a new tab), found that 86% of claims contesting a will are brought by immediate family, and 63% by children of the deceased.
So today I work in both rooms. As a family council facilitator, I draw on my coaching background to help families build alignment around vision, values and legacy. As an adviser project manager, I draw on my financial planning experience to coordinate your accountant, lawyer, planner and broker, so their work stays in sync with your family’s direction.
myPath Wealth
Not sure where to start?
Through myPath Wealth, which I co-founded with Michael Youssef, you can take the Fragility Coefficient: a short self-assessment that shows where your family’s decisions still depend on one person.
Take the Fragility Coefficient (opens in a new tab)
In their words
“Ivan’s mentorship has had a meaningful impact on my brothers and me. From a young age, Ivan taught us the importance of money management… I appreciate Ivan remaining a mentor a decade later… I’m confident that the next generation Ivan mentors will feel the same.”
Isabella FoleySenior Analyst, Forager Funds Management · Client · November 2024“I had the privilege of participating in Ivan Ang’s Mastermind program, and at the time, I didn’t fully appreciate the impact it would have. Looking back, I can now confidently say that the experience has significantly shaped the leader I am today… Through the Mastermind, I gained clarity on how to influence and inspire teams effectively, manage challenges with confidence, and lead with purpose… I wholeheartedly recommend Ivan’s Mastermind to anyone serious about elevating their leadership skills and leaving a meaningful legacy.”
Lubosh PagacOperations Manager and Project Management · Client · January 2026“Ivan’s coaching style is both inspiring and practical. He has an innate ability to distill complex concepts into simple, actionable steps, making it easy to implement real change. His guidance has not only improved my leadership skills but has also led to tangible improvements in my business strategies… His approach is not just about imparting knowledge; it’s about empowering individuals to reach their full potential.”
Steven KennedySmall business owner · Client · October 2023“Thank you Ivan for being my coach. You have so much to offer and a great listener. You are always able to point out the root causes and guide me through the solutions in a practical and effective way. Despite all the challenges I have become a better leader in managing my time, motivating my team, and partnering with the executive team. Lastly, you got me laughing at our sessions!”
Sarah PanExecutive Finance Leader, Finance Director, FCPA · Coaching client · January 2022“Ivan is an inspiring and creative coach, leader and facilitator who understands people’s drivers and is able to facilitate useful insights in his clients, to help them understand themselves and grow. His engaging style and personal commitment to his own growth and excellence, enable him to consistently add a huge amount of value to teams, businesses and clients.”
Sally SheppardStrategic Development: Capability, Learning, Talent, Culture · Managed Ivan directly · June 2024“I worked with Ivan at the CBA for a number of years. He has a passion for coaching that is infectious and is a creative thinker. I enjoyed his collaborative approach to working with others when he was in a leadership role. He is a good listener, seeks to understand others and aims to create a positive outcome for all.”
Mark QuadrioLeader, Coach, Mentor · Worked with Ivan at the CBA · March 2021“Ivan Ang spoke to the Sydney Professional Forum in January ’15… He shared a fantastic model to help the participants discover their own ‘Leadership Signature’… I would highly recommend Ivan as a guest speaker to an audience of business leaders and executives.”
Jeffery WangAccount Manager, CyberCX; Professional Development Forum · heard Ivan speak, January 2015
Book a Power Chat
Start with a conversation, not a plan.
A short, confidential chat about your family, your advisers and what you’d like to stop carrying. Book a time that suits you, and we’ll take it from there.
Book a Power Chat (opens in a new tab)