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Ironbark Advice Coffs Harbour

Ironbark Advice Coffs Harbour

5.0(8 reviews)See reviews ↓·Coffs Harbour

About the company

Ironbark Advice Coffs Harbour is part of Ironbark Financial Group. The business offers financial advice services and lending services. It also provides wealth protection services, private wealth services and investment solutions.

What customers say

Based on genuine customer reviews

Coffs Harbour clients of this practice describe long-running relationships with advisers who stay across the details of their situation. Nick Grady is named by several households that followed him from an earlier firm and were relieved the continuity held without beginning again elsewhere. Reviews regularly refer to his availability when questions arise and his grasp of their circumstances. Gretel draws similar praise for the care she brings to retirement planning and the attention she gives to where clients are heading, with one couple describing her as family.

Beyond named staff, the team's product knowledge and the fit of the guidance to individual positions come up again and again, alongside communication that is described as clear and ongoing. Confidence that their interests sit at the centre of the advice runs through the accounts, and clients say they have passed the practice's name to relatives and friends and intend to use the service again. The work covers retirement planning and the adjustments that accompany a change of institution, with the value placed on advice shaped to each situation.

Financial auditFinancial consultantFinancial institutionInsurance brokerInvestment serviceLoan agency

Reviews

Reviews are taken from publicly available sources.

SH
Sue Hughes11 September 2025
AS
Amanda Scott30 March 2022
TM
tom mongrelace30 November 2021
SF
Samantha Forbes16 June 2021

We had a great experience dealing with all the staff at Invest Blue, everyone was extremely knowledgeable and provided us with great service and advice that suited our situation perfectly. We have recommended them to both family and friends and will definitely be using them again.

GB
Gregory Booth15 June 2021
CC
Chris Capararo7 May 2021

Gretel has been like family to my husband and I. She genuinely cares about the quality of our lives and where we are heading in regards to our retirement. Nothing is too much trouble. We feel safe in the knowledge that Gretel does have our best interests at heart. She's a local girl with deep connections in our area. We couldn't be happier.

JB
Joan Baker23 April 2021

Nick Grady has been our Adviser for many years, previously with NAB Financial Planning. We were extremely pleased that he gained employment with Invest Blue so that we could continue our relationship without having to re-invent ourselves with new personnel. We have been well satisfied with his past advice and he certainly helped in our smooth transition to a new institution. He has always been available when required and he understands our situation and what we expect from our investments. We look forward to our continuation in the forth coming years. Regards Trevor and Joan Baker

Financial advisers & planners in Coffs Harbour compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Coffs Harbour are compared.

RankProviderRatingReviewsOpen Sat.
1Gretel Financial★ 5,020No
2HQB Financial Solutions★ 5,016No
3Ironbark Advice Coffs Harbour (this page)★ 5,08No
4Wisdom Wealth Services★ 4,972No
5IT'S A MATTER OF MONEY★ 4,611No
Contact
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed