Our Financial Advisors Help You To Achieve Your 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 Dubbo, Orange and surrounding areas, recommending suitable financial products with confidence.
Quality Financial Advisor
Services Near You
At Ironbark Wealth Advisers, 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 NSW suburbs.
Our financial planning team analyses your unique needs, goals and risk profile to craft tailored strategies. From investments to budgeting, we provide comprehensive solutions that align with your short-term and long-term financial aspirations.
Explore greater control and flexibility over your retirement savings with a self-managed super fund. Our strategies align with your financial goals, providing the autonomy to invest in assets that suit your individual needs.
Enjoy peace of mind with our comprehensive and personalised insurance advice. From life to property, our brokers find coverage options designed to safeguard your assets and loved ones against unforeseen risks and uncertainties.
Utilise our deep understanding of global markets to capitalise on investment opportunities. Our stock brokers offer diligent research, robust support and insightful guidance to navigate the complexities of equity investment.
With our thoughtful and well-crafted investment strategies, your financial objectives are our priority. We create bespoke plans that ensure a balance of growth and risk management, all tailored to your unique investment profile.
Achieve your financial aspirations through our wealth creation solutions. We meticulously design and implement strategies that optimise your assets and investments, reflecting your personal vision and long-term financial well-being.
Prepare for the future with our detailed estate planning services. Our dedicated team crafts meticulous plans to ensure a smooth and efficient transition of assets to your heirs, all while respecting your wishes and legacy.
Plan for a confident and secure retirement with our personalised approach. We work with you to understand your needs and build a sustainable income strategy, ensuring a comfortable and fulfilling life during your golden years.
As you navigate the complex journey of aging, we provide age care advice and support. Our advisors offer informed guidance and solutions to achieve quality care, financial security and peace of mind during later life stages.
Financial Advisors Offering 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 Advisors Follow Structured Processes
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 & debt instruments that can offer high tax paid (fully franked) income streams
- Infrastructure trusts: defensive investments offering high yield & tax-free components
- Listed property trusts: defensive investments offering high yields with tax-free & tax-deferred components
- Warrants: a new type of investment that offers very attractive tax-paid yields in most cases & an ideal investment for Self Managed Superannuation & Allocated Pension Funds. For more about Warrants, visit Macquarie Bank
- Local & international unit trusts
- Resource & industrial direct shares
- Direct residential & industrial property
If you’re located in Dubbo, Orange or surrounding areas, contact us and arrange a meeting so we may assist you in creating a financial plan that suits your particular circumstances.
