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Our Business

Empowering Australians to live their best possible life

Our purpose is reflected across every aspect of our business – from our commitment to delivering great advice to more Australians, to providing our partners with access to leading investment solutions.

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A Founder’s mindset has underpinned our growth

We have a rich history dating back to the 1950s when our advice business first began in regional NSW, through to 2009 with the establishment of our investment solutions business.

Over this time, we have experienced strong growth and expanded our capabilities through strategic partnerships and the acquisition of like‑minded businesses that share our values and commitment to putting clients at the heart of everything we do. 

Today Ironbark Financial Group has more than $93 billion* in funds under advice, management and trusteeship across its three businesses – Ironbark Advice, Ironbark Private Wealth and Ironbark Investment Solutions.

Our businesses

We aspire to be Australia’s ‘trusted home of great advice’ by partnering with everyday Australians to deliver expert advice that's centred on achieving what matters most today and through every stage of life.

We provide access to a diverse team of specialists whenever they’re needed - across financial advice, lending, aged care, wealth protection, estate planning and accounting.

Find out more about Advice

We partner with families, entrepreneurs, professionals and family offices who want to preserve their wealth and grow it for generations to come.

Our experienced teams deliver a comprehensive suite of innovative solutions and bespoke strategies to preserve and grow your wealth and facilitate access to lending, aged care, wealth protection, estate planning and accounting solutions through Ironbark Advice.

Find out more about Private Wealth

Our Funds Management business partners with investment managers from around the world to provide wholesale and institutional investors with access to a diverse range of best-in-class solutions. 

And as a licensed Responsible Entity, our Corporate Trustee business partners with investment managers and wealth advisory groups to build tailored solutions across managed funds and managed accounts.

Find out more about Investment Solutions

Equity partnerships

We believe in the future of Australia’s financial advice industry and work with business owners to build advice businesses of significant scale that deliver benefits to clients, employees and shareholders.

We partner with advice businesses in a variety of ways.

To make an enquiry please email – equitypartnerships@ironbarkfg.com.au

Equity capital for succession and acquisition

Flexible capital solutions that support ownership transition, internal succession planning and strategic acquisitions. This enables founders to realise value while ensuring continuity for clients and teams.

M&A support

End-to-end support across the transaction lifecycle, including target identification, valuation, due diligence and transaction structuring to ensure sustainable outcomes.

Growth strategy and value creation

Advice and experience to grow earnings per share and achieve multiple expansion.

A collaborative peer network

A community of similar businesses collaborating on a range of business opportunities and challenges.

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Depth of experience

We have a highly experienced executive team united by a shared belief in the power of great advice and solutions to benefit more Australians.

Important information

* as at 31 December 2025