Outsourced Paraplanning That Works Like It’s In-House
Supporting financial planners across Australia with reliable, cost-effective advice documentation for over 25 years.
Specialised Support Solutions
Tailored paraplanning services designed to integrate seamlessly with your practice.
Ironbark Lite
Cost-effective SoA writing for straightforward advice. Ideal for RoAs, Risk Only, and simple Super strategies.
Ironbark Premium
Full-service paraplanning for complex cases including multi-entity strategies, modelling, and estate planning.
Back-Office Support
Administrative outsourcing to free up your time. CRM data entry, research, and client communication support.
Why Financial Planners Choose Us
Decades of experience meeting the rigorous demands of Australian financial advice.
25+ Years Experience
Deep industry knowledge and a proven track record of compliance-ready documentation.
Transparent Pricing
No hidden fees or complex contracts. Clear, per-document or hourly rates that scale with you.
Fast Turnaround
Optimised workflows ensure your advice documents are delivered when your clients need them.
Dedicated Paraplanners
Work with professionals who understand your specific advice style and preferences.
Scalable Support
Easily ramp up support during peak periods without the overhead of permanent staff.
Trusted by Leading Planners
"Ironbark Consulting has transformed our back-office efficiency. Their attention to detail in SoA preparation is second to none, and it feels like having an extra team member in the next room."
"The transparency in their pricing and the quality of their modelling has allowed us to scale our practice without the traditional growing pains of hiring internal paraplanners."
Transparent Value-Based Pricing
No lock-in contracts. Pay only for the support you need, when you need it.
Compliance-focused RoAs for existing strategy reviews.
Single strategy Statement of Advice with full disclosure.
Multi-entity, SMSF, or complex taxation strategies.
General back-office and CRM management services.
Xplan or Midwinter strategy modelling services.