Financial Advisor Dubbo
Experienced Financial Advisers Near You
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.
Meeting Life Goals With Financial Planning
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.
At IRONBARK WEALTH ADVISERS we believe 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.
Financial Adviser FAQ’S
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 adviser?
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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