Financial Planning Dubbo

Our Financial Planning Services

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, which is why our financial advisers tailor financial strategies designed to create and preserve wealth. 

We always ensure that our stock broker recommendations are supported by extensive research. Share or stock broking is the act of buying and selling shares in companies on behalf of investors.

At Ironbark Wealth Advisers, we have considerable experience as stock brokers in transacting shares on behalf of our clients. We are pleased to be able to offer full share trading facilities, providing quality advice and competitive brokerage rates through Core Equity Services. Depending upon your situation and requirements, we are able to offer either a full advice service or general advice* on all shares listed on the Australian Stock Exchange (ASX).

*General Advice Warning

The advice given by Ironbark Wealth Advisers is general advice only, and does not take into account an investor's objectives, financial situation or personal needs. Investors should therefore consider whether the general advice is suitable before acting on it.

Self Managed Superannuation Funds

Our SMSF packages have been competitively priced to ensure your self managed superannuation fund remains compliant and operates within the legislation requirements. We offer the following services:

• Full financial analysis of your current situation to explore your options and assist you with making a confident financial decision.
• Development of a formal Investment Strategy for your fund.
• Assisting with the choice of Corporate Trustee or Individual Trustees – depending on your situation and estate planning requirements.
• Preparation of new trust deeds and the upgrade of existing Trust Deeds.
• We offer, as part of our package, an ongoing administration system and yearly taxation reports.
• Ongoing annual reporting requirements – we provide our clients with the full financial reporting required to meet the ATO compliance requirements.
  

Retirement Planning

Investments

While everyone’s goals are different, they all rely on short, medium and long-term investment strategies to make them a reality. We can provide you with genuine opportunities to invest for real growth in net worth, through a range of carefully researched and selected savings and managed investment products.

Our approach to investment is designed to maximise investment upside whilst minimising investment risk. Each of our clients is individually profiled to determine the level of investment risk that each can bear. Everyone has a different risk profile, and it is vital that we spend time to determine our client's individual attitudes toward risk.

General Investment Products:

• Retail & wholesale managed funds
• Wrap accounts
• Individual managed accounts
• Self managed super & pension funds

Asset Classes Include:

• Australian & global equities
• Listed & unlisted property trusts
• Fixed interests
• Cash

Tax effective investments:

• Investment bonds
• Capital protected equity investments