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Ironbark Wealth Advisers

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Trading for 15 years

About Ironbark Wealth Advisers

With the guidance of a friendly wealth advisor in Dubbo from Ironbark, you can start working towards your financial goals sooner. For every stage of your life—buying your first car, starting a business, raising a family or retiring—there is a financial product to suit your needs. Individuals and business owners alike will receive recommendations and advice for insurance, superannuation funds, retirement planning and more. Building off what you currently have in finances, we offer a wide range of opportunities to assist with wealth creation. Hand in hand with our investment services, some of the strategies we suggest include superannuation, salary packaging, tailored children education investment plans and tax minimisation investments. If you're looking into shares, enquire about our share broking services. For your consideration, we offer general advice only on the shares listed on the Australian Stock Exchange. To enquire about your financial planning options, speak to our wealth advisors in Dubbo today.

Services

  • Wealth Creation & Management

  • Personal Self-Managed Superannuation

  • Corporate Self-Managed Superannuation

  • Personal Insurance

  • Business Insurance

  • Share Broking & Transactions

  • Investment Planning

  • Retirement Planning

  • Estate Planning

  • Retrenchment & Redundancy

  • Age Care Advice

  • Stock Brokering

  • Holistic Advice

  • Financial Planning

  • Business Succession Planning

  • Small Business Planning

  • Life Insurance

  • Disability Insurance

  • Trauma Insurance

  • Income Protection Insurance

  • Wealth Advisers

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Location

35 Church St, Dubbo NSW

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Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

  • eftpos icon

    Eftpos

  • mastercard icon

    Mastercard

  • visa icon

    Visa

Licences

  • Authorised Representative Of Madison Financial Group Pty Ltd

  • Australian Financial Services Licence No : 246679

Frequently Asked Questions

Why Ironbark Wealth Advisers?

We pride ourselves on our unique approach to investing. Each investment portfolio is tailored to suit the client. Over the years, we have developed many strong relationships with a number of direct and unlisted asset providers, allowing us access to a menu of investments not commonly available to the public.

Are Ironbark Wealth Advisers tied to certain product providers?

Ironbark Wealth Advisers is not affiliated with any bank, and we do not accept bonus payments from any financial product provider. Our motivation is to assist you in achieving your goals, and we will only recommend products that meet your needs and objectives.

Ironbark Wealth Advisers