(02) 6884 4680
IRONBARK WEALTH ADVISERS
Feel Confident About Your Financial Future with Personal Advice That Works
Get clear, personal guidance on retirement, investments, tax, insurance and wealth planning with advisers who manage the hard work for you from start to finish.
Why Dubbo & Orange
Locals Trust Ironbark
IRONBARK WEALTH ADVISERS
Feel Confident About Your Financial Future with Personal Advice That Works
Get clear, personal guidance on retirement, investments, tax, insurance and wealth planning with advisers who manage the hard work for you from start to finish.
Your Future Secured
Comprehensive Financial Advice That Puts You First
Ironbark Wealth Advisers provides personal financial advice grounded in experience, care and clarity. With two advisers and a strong support team, you receive hands-on help from your first conversation to the moment your plan is in place.
Nothing is outsourced. Nothing is left for you to figure out.
We prepare your paperwork, move your funds, set up accounts and handle all administration so you can focus on living your life. Sarah brings a deep tax background, helping you understand how each decision fits your broader goals. Whether you are planning retirement, managing new debt, investing after a property sale or protecting your family, you will receive tailored advice without confusion or pressure.
Ironbark Wealth Advisers provides personal financial advice grounded in experience, care and clarity. With two advisers and a strong support team, you receive hands-on help from your first conversation to the moment your plan is in place.
Nothing is outsourced. Nothing is left for you to figure out.
We prepare your paperwork, move your funds, set up accounts and handle all administration so you can focus on living your life. Sarah brings a deep tax background, helping you understand how each decision fits your broader goals. Whether you are planning retirement, managing new debt, investing after a property sale or protecting your family, you will receive tailored advice without confusion or pressure.
Why Choose Us
Support That Makes Life Easier
Complete Support
You get full guidance with all forms, applications and account setup, removing stress and confusion.
Tax Informed Strategy
Benefit from advice shaped by real tax experience, helping you make smarter financial decisions.
Personal Advisers
Work directly with Sarah and Phil who guide you from your first call to your final strategy.
Clear Communication
Straightforward explanations so you always understand your money without feeling overwhelmed.
Trusted Experience
Hundreds of clients and long standing relationships spanning thirty years give you confidence and stability.
What We Offer
All Your Financial Needs Covered
At Ironbark Wealth Advisers, we bring all of your key financial decisions into one clear, coordinated plan. Whether you’re preparing for retirement, growing investments, protecting your family or navigating more complex areas like aged care or SMSFs, we focus on understanding your goals, explaining your options in plain language and helping you make informed choices with confidence...
Retirement
Build a clear plan that supports the lifestyle you want without fear of running out.
Investments
Create a balanced strategy tailored to your goals, risk and timeline.
Superannuation
Understand your options and make informed choices that improve outcomes.
Wealth Creation
Grow your wealth with guidance shaped by real experience and proven strategies.
Insurance
Protect your family and assets with cover that suits your needs and situation.
Aged Care
Navigate aged care decisions with clarity and confidence to ensure total confidence.
SMSF
Receive support in managing and structuring your fund correctly and responsibly.
Simple and Clear
A Straightforward Process That Works
Step One:
Initial Call
Speak with our reception team to outline your goals and book your adviser call.
Step Two:
15min Adviser Call
Sarah or Phil discuss your needs and confirm whether advice is suitable for you.
Step Three:
Free Consultation
Meet in person or through zoom to explore your financial picture and options.
Step Four:
Strategy Creation
Your adviser builds a personalised plan tailored to your goals and concerns.
Step Five:
Implementation
We handle every task needed to put your plan into action so nothing is left to you.
Step Six:
Ongoing Support
We stay by your side with regular reviews and honest guidance as life changes.
Why You Can Rely on Us
Trusted by People Who Value Clarity & Care
Choosing someone to guide your financial future is a big decision. At Ironbark, clients value our calm approach, clear communication and long standing commitment to honest, ethical advice that puts their needs first...
Experienced Advisers
Sarah and Phil bring decades of combined experience to guide your most important decisions.
Tax Knowledge
Advice shaped with tax awareness to reduce mistakes and improve outcomes.
Hundreds Of Clients
Long standing relationships show consistency, trust and quality.
End-to-End Support
We prepare all paperwork, applications and transfers so nothing is left for you to worry about.
Ethical Standards
Our advice aligns with the Financial Advisers Code of Ethics to ensure honesty and fairness.
Personal Service
Every client receives direct attention from your adviser, not a rotating team.
Clear Processes
You always know what is happening and why.
Reputable Reviews
Strong ratings reflect our genuine care and professionalism.
KIND Words From Families We’ve Helped
Why So Many Locals Trust Keith Logue & Sons
"We could not have had anything done any better..."
Aaron at Keith Logue Funerals recently assisted our family with the cremation of my brother. We could not have had anything done any better. The service was simple, caring and supportive of all of the family members in attendance. Everything was well organised and I would recommend Aaron’s services to anyone.
George Bishop
"They were caring, compassionate and professional..."
Aaron and the whole team at Keith Logue and Sons were great. They helped me with one of the most difficult and important challenges of my life - saying goodbye to my brother. They were caring, compassionate and professional. I highly recommend them to anyone needing help dealing with the loss of a loved one.
Shane Hemingway
"I couldn’t more highly recommend Keith Logue & Sons..."
Thank you for your services after the passing of our mother/grandma. David was so compassionate and respectful to guide us through such a distressing experience. I couldn’t more highly recommend Keith Logue and Sons along with the referrals to celebrant Wendy Haynes and Woolgoolga florist.
Cias Willman
"Won’t Be Disappointed"
"Highly Recommend"
Bailey Technology did all that was expected with a solar installation, explaining the system and installing with an excellent young team of workers. The process from quote, government grant application to install was done with excellent communication and explanation. I would highly recommend.
We Understand
You Deserve Advice That Makes Life Easier
Most people come to us feeling uncertain...
They wonder if they will have enough for retirement.
They have sold a property and do not want to waste the opportunity.
They have taken on new debt and want to protect their future.
Others simply feel overwhelmed by the complexity of money and want someone who explains things clearly.
At Ironbark, we listen first. We understand your concerns and provide calm, practical guidance that helps you move forward with confidence. You never deal with paperwork alone and you never feel pushed into decisions. You receive clear advice that supports your goals and fits your life, backed by decades of experience and a genuine commitment to doing what is right for you.
Most people come to us feeling uncertain...
They wonder if they will have enough for retirement.
They have sold a property and do not want to waste the opportunity. They have taken on new debt and want to protect their future. Others simply feel overwhelmed by the complexity of money and want someone who explains things clearly.
At Ironbark, we listen first. We understand your concerns and provide calm, practical guidance that helps you move forward with confidence. You never deal with paperwork alone and you never feel pushed into decisions. You receive clear advice that supports your goals and fits your life, backed by decades of experience and a genuine commitment to doing what is right for you.
REAL REVIEWS FROM Real Customers
What The Locals Are Saying
No Hesitation
"Sarah was very knowledgeable on what I would like in my retirement plan, I had money sitting in a low interest long term deposits and Sarah was able to help re invest it and save dollars. If I missed any services that Sarah offers you would have to ask her. I was recommended by a friend of her services and have not looked back. I have no hesitation of recommending her."
Alan
Always Helpful & Direct
"I found Sarah to be very professional with expert knowledge in her fields. She answered all my questions on every subject that I put to her. She was confident and made me feel at ease with any questions. Her answers were always helpful and direct to the point. After our interview I felt confident that I could safely leave my financial wellbeing in her hands and would highly recommend her to future clients."
Robert
Very Impressive
"I had never been to a Financial Adviser and got onto Sarah through a close family friend. Sarah challenged our thinking and was able to show and implement a plan for the future. Sarah's knowledge was very impressive, and I have since passed her details onto others. The only issue is me and my spending habits."
Angela
"Won’t Be Disappointed"
"Highly Recommend"
Bailey Technology did all that was expected with a solar installation, explaining the system and installing with an excellent young team of workers. The process from quote, government grant application to install was done with excellent communication and explanation. I would highly recommend.
We Understand
You Deserve Advice That Makes Life Easier
Most people come to us feeling uncertain...
They wonder if they will have enough for retirement.
They have sold a property and do not want to waste the opportunity.
They have taken on new debt and want to protect their future.
Others simply feel overwhelmed by the complexity of money and want someone who explains things clearly.
At Ironbark, we listen first. We understand your concerns and provide calm, practical guidance that helps you move forward with confidence. You never deal with paperwork alone and you never feel pushed into decisions. You receive clear advice that supports your goals and fits your life, backed by decades of experience and a genuine commitment to doing what is right for you.
Most people come to us feeling uncertain...
They wonder if they will have enough for retirement.
They have sold a property and do not want to waste the opportunity. They have taken on new debt and want to protect their future. Others simply feel overwhelmed by the complexity of money and want someone who explains things clearly.
At Ironbark, we listen first. We understand your concerns and provide calm, practical guidance that helps you move forward with confidence. You never deal with paperwork alone and you never feel pushed into decisions. You receive clear advice that supports your goals and fits your life, backed by decades of experience and a genuine commitment to doing what is right for you.
REAL CLIENTS. Real Experiences.
What Our Clients Say
No Hesitation
Always Helpful & Direct
Very Impressive
"Sarah was very knowledgeable on what I would like in my retirement plan, I had money sitting in a low interest long term deposits and Sarah was able to help re invest it and save dollars. If I missed any services that Sarah offers you would have to ask her. I was recommended by a friend of her services and have not looked back. I have no hesitation of recommending her."
"I found Sarah to be very professional with expert knowledge in her fields. She answered all my questions on every subject that I put to her. She was confident and made me feel at ease with any questions. Her answers were always helpful and direct to the point. After our interview I felt confident that I could safely leave my financial wellbeing in her hands and would highly recommend her to future clients."
"I had never been to a Financial Adviser and got onto Sarah through a close family friend. Sarah challenged our thinking and was able to show and implement a plan for the future. Sarah's knowledge was very impressive, and I have since passed her details onto others. The only issue is me and my spending habits."
Alan
Robert
Angela
YOUR QUESTIONS
Common Concerns Answered
What if I am not sure I need financial advice?
That is normal. Our fifteen minute call with Sarah or Phil helps you understand whether our service suits your situation with no cost and no pressure.
Is the first meeting really free?
Yes. The initial consultation is completely free and gives you a clear understanding of your options before making any commitment.
Do I need to understand investments before we start?
No. We explain everything clearly and simply so you can make decisions confidently without confusion or technical language.
What if I prefer online meetings?
We are happy to hold your initial consultation through zoom. You can choose what suits you best.
Will you help with paperwork and applications?
Yes. We handle forms, transfers and account setup so you do not deal with any administration alone.
How do I know the advice is in my best interest?
Our work complies with the Financial Advisers Code of Ethics which requires integrity, fairness, diligence and acting in your best interest.
Your Next Step
Take Control Of Your Future
Ironbark Wealth Advisers gives you clear, personal financial advice backed by experience, tax knowledge and genuine care.
Whether you are planning retirement, investing new funds, managing debt or protecting your family, we provide a complete service from your first call to the final implementation of your plan. You will understand your choices, feel supported through every step and walk away with a strategy that gives you confidence and direction. Nothing complicated. Nothing rushed.
Just honest guidance built around your goals and your life.
© 2025 by Ironbark Wealth Advisers. All Rights Reserved.
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