Professional financial team collaborating in a modern office

Empowering Financial Planners with Tailored Solutions

Supporting Australian financial planners with reliable, cost-effective advice documentation and back-office excellence for over 25 years.

Our Legacy of Excellence

Founded over two decades ago, Ironbark Consulting has evolved from a boutique paraplanning firm into a leading outsourced support partner for financial planners across Australia. Our mission is simple: to provide the high-quality, in-house feel of a dedicated team with the scalability and cost-efficiency of an outsourced solution.

We understand the complexities of modern financial advice. That is why we focus on precision, transparency, and deep strategic alignment with your firm's unique advice philosophy.

Precision & Compliance
Scalable Support
Strategic Partnership
Strategic planning session

A Seamless Integration

Getting started is simple. We adapt to your workflow, not the other way around.

01

Discovery & Onboarding

We deep-dive into your advice philosophy, templates, and compliance requirements to ensure our output matches your firm's DNA perfectly.

02

Secure Data Delivery

Submit your requests via our secure portal. Our paraplanners get to work, providing regular updates through your preferred CRM or our system.

03

QA & Final Review

Every document undergoes a rigorous 2-stage quality assurance check before delivery, ensuring 100% compliance and strategic accuracy.