Financial Advisor Dubbo

Quality Financial Advisor Services Near You

At Ironbark Wealth Adviser, our financial advisors believe financial planning is the process of meeting your life goals through the proper management of your finances. We provide our financial services in Dubbo, Orange, and surrounding areas.

Ironbark Wealth Advisers Help You Achieve Financial Goals

Bruce Henderson opened a Financial Planning Practice in Dubbo in 1985 after having been a practicing Accountant for the previous 21 years.

From 1985 to 2009 the practice has operated as a Branch office of various National Dealer Groups. In December 2009 the firm joined the Madison Financial Group and began operating under the name Ironbark Wealth Advisers.

Your financial independence and future quality of life are vital issues that should not be left to chance. We understand this and can help you secure your future by providing tailored financial strategies designed to create and preserve wealth.

We commenced business to help people plan their financial future. As an Authorised Representative of Madison, we can offer you a range of services to help you plan and achieve your financial goals.

We are committed to providing you with the highest level of advice by offering you a complete solution to your needs. We can provide full advisory and implementation services for individuals and businesses across the Dubbo, Orange and surrounding areas, recommending suitable financial products with confidence.

 

Financial Planning For Independence

Financial planning is the process of meeting your life goals through the proper management of your finances. Your financial independence and future quality of life are vital issues that should not be left to chance. We understand this and can help you secure your future by providing tailored financial strategies designed to create and preserve wealth.

But how do you set up your affairs to generate an income that is easy to manage, easy to understand, tax-effective, grows with inflation, and hopefully never runs out?

There is no one strategy or product that does it all for all people, each set of circumstances is different. However, a combination of strategies and structures can optimise the income flow and minimise your tax.

 

Our Financial Process

We consider the following options as part of the structuring and management of your assets and future an income stream:

  • The tax entity – as an individual (income splitting), a company, family trust, superannuation and/or pension structure
  • The platform – self-managed, retail, wholesale, wrap accounts or master funds
  • Hybrid fixed interest – preferential shares and debt instruments that can offer high tax paid (fully franked) income streams
  • Infrastructure trusts – defensive investments offering high yield and tax-free components
  • Listed property trusts – defensive investments offering high yields with tax-free and tax-deferred components
  • Warrants – a new type of investment that offers very attractive tax-paid yields in most cases and an ideal investment for Self Managed Superannuation and Allocated Pension Funds. For more about Warrants visit Macquarie Bank
  • Local and international unit trusts
  • Resource and industrial direct shares
  • Direct residential and industrial Property

If you’re located in the Dubbo, Orange or surrounding area, contact us and arrange a meeting so we may assist you in creating a Financial Plan that suits your particular circumstances.

Frequently Asked Questions For Our Financial Advisors

 

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.

 

What will it cost to meet with a financial advisor?

Your initial meeting attracts no cost and is obligation-free. During this meeting, we will explain the financial planning process and discover your financial needs and goals. From here we will provide you with an advice preparation quote that will be tailored to your circumstances.

 

What should I bring to my initial meeting?

You will get the most out of your initial meeting if you bring in any available documents that support your current situation, such as superannuation statements or insurance certificates of currencies. This will allow us to tailor our discussion around your needs and current products.

 

Are you 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.

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COVID-19 Update

Ironbark Wealth Advisers is happy to advise our clients that we are continuing to operate as normal.

We have taken a number of proactive measures to address the challenges that COVID-19 brings and to avoid any disruptions to our services. We are working hard to protect the health of our team members and clients by adjusting the way we conduct business including regular cleaning and disinfecting of office facilities and reducing unnecessary exposures.

Please email us at enquiry@ironbarkwealth.com.au, or call us on 02 6884 4680 if you have any questions.

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