Dubbo’s Trusted Financial Advisers with Generations of Experience

You’ve worked hard for your wealth, and now it’s time to build your legacy. Since our early beginnings in the 1960s, Ironbark Wealth Advisers has been a trusted partner across regional NSW. We go beyond transactions to create clear, ethical financial plans that give you confidence in every decision. From complex super strategies to long-term wealth protection, trust us to keep things simple so you can move forward with clarity and peace of mind.

35+ Years & Counting

35+ Years of Trusted Financial Advice

Licensed & Authorised

Licensed & Authorised by Madison Financial Group (AFSL 246679)

Experienced & Ethical

Qualified, Experienced & Ethical Advisers

Your Hard Work Deserves a Smarter Financial Plan

Tailored Advice for Every Journey and Ambition

Your wealth is the product of years of effort and our goal is to make sure it works as hard as you do. From young professionals securing their first home to retirees protecting the lifestyle they have worked for, Ironbark Wealth Advisors provides the foundational advice you need. As you earn more, we tailor sophisticated strategies for high income earners, business owners and those in the mining industry by simplifying tax, structuring assets and managing risk. Our final goal is ensuring all those working towards retirement achieve lasting independence.

Whether you meet with us in Dubbo, in Orange, across surrounding NSW regions such as Sydney, Moree, Port Macquarie and Coffs Harbour, or online Australia wide via Zoom or Google Meet, we make accessing quality financial advice straightforward.

Comprehensive Wealth Advice, Backed by Generations of Trust

At Ironbark Wealth Advisers, we build strategies around you. Every plan is carefully tailored to your specific goals, guided by decades of experience and supported by people who know you by name. From your first job to your final retirement drawdown, we’re here with straightforward advice and a plan that truly grows with you.

Long Term Thinking, Local Understanding

Your Financial Partner for Every Stage of Life

At Ironbark Wealth Advisers, we believe good advice goes beyond numbers. It’s about investing our time and experience to ensure we’re taking care of our clients’ futures. Here’s what you can expect when you work with our professional team:

Dedicated, relationship-first advice

You get a single, consistent adviser and a close knit support team who know your goals and are invested in your lasting success, unlike impersonal call centres.

Dedicated, relationship-first advice

Flexible service delivery

Meet on your terms, whether that’s in our wheelchair accessible Dubbo office, in Orange, at your home, business, hospital, aged care facility or conveniently online via Zoom/Google Meet.

Flexible service delivery

Integrated services

We operate as your financial hub, proactively collaborating with your accountants, solicitors and other professionals to ensure a cohesive, tax efficient and structured wealth strategy.

Integrated services

Decades of market stability

From the 1987 crash to the challenges of COVID, our experience spans every major market cycle. We build financial strategies designed for resilience, giving you confidence that your plan can weather whatever comes next.

Decades of market stability

Regional focus with national capability

As a proud regional, family-led firm, we blend local understanding with modern, accessible service delivery and extend our comprehensive advice across Australia.

Regional focus with national capability

We’re Committed to You, Wherever You Are

Beyond Dubbo, we offer flexible client meetings in Orange and across Australia. At home or in the office, in hospital or an aged care facility, over the phone or in a Zoom meeting, count on us for personalised wealth advice when you need it, where you need it.

Dubbo

Book a sit-down at our wheelchair-accessible office on 35 Church St, and let’s chat about how to plan for a future that feels steady and certain.

Orange

We’ll come to you. Just let us know where you’d like to meet, or if you prefer we can secure a private office, and we’ll be there to listen, discuss and strategise.

Trusted by Locals, Backed by Decades of Experience

Our reputation has grown the same way our clients’ wealth has, and that’s through consistency, trust and invested time. Hear from the business owners, mining workers and retirees who’ve worked with Ironbark Wealth Advisers to shape their financial future.

Ken

Molong, NSW

Insights from the Ironbark Knowledge Hub

Stay ahead with actionable guidance on consolidating super, structuring retirement plans and growing investment portfolios. Our Knowledge Hub helps you make confident, informed decisions, without the confusing fine print or overwhelming spreadsheets.

FAQs about
Your Financial Journey

We know financial conversations can feel complex, which is why we keep things transparent, approachable and always in your best interests. Here are a few of the questions we often hear from clients getting started.

Do you work with other professionals?

We operate much like a family office, collaborating closely with your accountants, solicitors and other specialists to ensure your financial strategies work seamlessly together. This holistic approach eliminates oversight and ensures your financial portfolios, tax and legal structures are perfectly aligned and optimised.

What makes your advice approach different?

We take a sustainable approach that prioritises human relationships. Our qualified advisers have guided clients through everything from the 1987 crash to the COVID aftermath, offering stability, practical education and strategies that stand the test of time. This perspective means your plan is built on resilience, resulting in greater peace of mind regardless of market volatility.

Do you manage everything or do I need to handle the paperwork?

We take care of the heavy lifting, from consolidating super to setting up investments and reviewing your strategy, we take care of the complex details. This allows you to concentrate on your goals while we manage the paperwork.

How often should I review my financial plan?

We recommend regular reviews to keep your plan aligned with your life. As your circumstances, goals, or the market evolve, we help ensure your strategy stays on track. Feel free to contact us to schedule a review so your plan remains a living document, always reflecting your current objectives.

Is your advice limited to regional clients?

While we’re proudly based in Dubbo, our reach extends across NSW and Australia through online meetings. This national reach ensures the valuable, long term relationship you build with your dedicated adviser is never limited by geography.

Superannuation

Build a stronger future with strategic, tax effective super advice tailored to your goals.

Insurance

Protect what matters most with the right personal and business cover, guided by real claims experience.

Investment Planning & Portfolio

Invest with purpose through analytical, diversified strategies built for enduring success.

Estate Planning

Preserve your legacy with clear, structured estate strategies in partnership with your solicitor.

Retirement Planning

Transition into retirement confidently with cohesive income and super plans.

Aged Care Advice

Navigate aged care with clarity and confidence in your financial standing.

Tax Planning

Keep more of what you earn with integrated, compliant tax strategies across super and investments.

Business Owners

Strategic financial and succession planning that safeguards your business and family.

High Income Earners

Sophisticated, tax efficient strategies to protect and grow your wealth sustainably.

The Mining Industry

Flexible, structured financial planning designed for FIFO/DIDO professionals.

Pre-Retirees & Retirees

Create lasting income and peace of mind for your next chapter.

Young Professionals

Build strong financial habits early with tailored, accessible advice.

Orange

Professional financial advice for families and businesses across the Orange region.

Dubbo

Your local, long-standing financial advisers in the heart of Dubbo.

Who We Are

Family-led advisers combining expertise, ethics and genuine care.

Knowledge Hub

Clear, practical insights on money, super and retirement.

Submit Your Enquiry Today