Philanthropy and Governance | Ironbark Private Wealth

Ironbark Private Wealth, help individuals and families give in ways that are strategic, impactful, and enduring.

Save, give, and invest wisely

Many people know the causes they care about, but they may not know the most effective way to structure their giving.

Ironbark offers guidance to:

Assist to match your vision with the right causes and charities – ensuring your donations align with your values.
Set up and administer a charitable trust – a formal structure that can manage donations over time.
Leave a legacy through your will – incorporating philanthropy into estate planning.
Grow your donation to give in perpetuity – investing funds so they continue to support causes long-term.

Involving family in a charitable trust also teaches financial responsibility and stewardship, helping future generations understand the value of saving, investing, and giving wisely.

How can we help?

We offer a breadth of services which can be designed to meet specific requirements or provide access to a curated range of financial solutions for you and your family.

Strategic Intergenerational Advice and Estate Planning

Investment Portfolio Management and Advice

Personal and Business Asset Protection

Tax and Accounting | Planning and Structuring

Self-Managed Super Funds

Aged Care Advice | In-home and alternatives

Family Office

Reach out to our team

To talk to us about how we can partner with you, please get in touch.

Important information

This webpage has been prepared by Ironbark Private Wealth.

This webpage contains general information only. It is not intended to represent specific professional advice and does not consider your personal financial circumstances or needs. This material is provided for informational purposes only and does not constitute a recommendation, offer, invitation, or solicitation to buy or sell securities or to make any investment. To the extent permitted by law, Ironbark Private Wealth is not liable for any loss or damage arising because of a reliance placed on the contents of this page. Please refer to the relevant Private Wealth Financial Services Guide for more information.

Ironbark Private Wealth includes the following wholly owned subsidiaries of Ironbark:
Lifewealth Pty Ltd ABN 79 100 448 182, Australian Financial Services Licence no. 279615, Paradigm Wealth Advisors Pty Ltd ABN 77 005 666 919, Australian Financial Services Licence no. 232459, and Avanti Financial Group Pty Ltd ABN 75 625 789 184, Australian Financial Services Licence no. 509033.