Iconic Wealth Advisory Services
Personal Insurances | Superannuation | Self Managed Superannuation Funds | Retirement Planning | Estate Planning | Keyman Insurance | Tax Planning
Our success is founded on building strong relationships with our clients and being by their side with whatever financial challenges life throws at them
About Us
Welcome to Iconic Wealth Advisory Services, where financial expertise meets personalised service. Our team boasts over 25 years of combined experience in the financial planning industry and a broad range of knowledge across all areas of financial advice.
Transparency is our cornerstone. We pride ourselves on clear communication and providing insights into your financial strategy. Whether you're planning on investing, reviewing your protection, or navigating life's transitions, we are committed to guiding you every step of the way.
Iconic Wealth Advisory Services has a proven track record, a client-centric philosophy, and comprehensive, tailored financial solutions. Schedule a consultation today, and let's shape your financial future together.
Services we offer
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Planning for your retirement is crucial and it’s never too early to start thinking about it. We thrive on ensuring that our clients have a clear goal in mind and a plan to achieve it. We can help around discussing strategies to ensure you maximise your hard earned money and can retire comfortably when the time comes.
We can also assist with applying and the ongoing management of benefits with Centrelink & Department of Veterans Affairs to ensure you receive what you are entitled and don’t need to spend hours on the phone or at a service centre.
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Superannuation is apart of all working Australian’s lives and can be one of the best tax effective vehicles for funding your retirement. Understanding exactly what you hold today will ensure that you make the most of what you have and give it the best opportunity to grow and have a positive impact on your retirement.
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We have the options of creating your own Self Managed Superannuation Fund (SMSF). The establishment of an SMSF can be a very powerful tool in building your retirement saving and overall wealth. By establishing an SMSF you will open a wider range of options to invest within and provide you with greater opportunity.
SMSF’s are not suitable for all investors but we can help you determine whether this might be the right strategy for you moving forward.
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We protect our house, we protect our car but what about protecting you. While it is important to grow your wealth protecting yourself for unforeseen circumstances is a crucial part of reviewing your overall wealth situation. No one wants to leave family and loved ones in a tough situation which is why we can offer advice on
Life Insurance
Total & Permanent Disability Insurance
Trauma Insurance
Income Protection
Buy/Sell Cover for Business Owners
Keyman Insurance for Critical Business Members
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We understand that the world of investing can be complex and challenging to navigate. That's why we're here to provide you with expert investment advice tailored to your unique financial goals. Whether you're planning for retirement, building wealth, or simply looking to make your money work harder for you, our team of experienced financial professionals is dedicated to helping you make informed investment decisions.
Protecting Today
Our lives are ever-changing; from buying your first home to starting a family. Our priorities and financial responsibilities may change throughout our life, but it is important to consider how you and your loved ones are protected, so you can keep living the life you love.
Investing for tomorrow
Putting money aside for tomorrow is something we typically add into the too hard basket, but asking for help and setting a goal can make all of the difference for the years to come. Investing for tomorrow will not only give you options later down the track, but also allow you to work on it at a steady pace rather than trying to catch up when you realise you should have started sooner. Whether that be short or long term, we can help ensure that you maximise your position in a tax effective manner and achieve the goals set.
Enjoying the hard work
You’ve reached the goal; now its time to enjoy and reap the rewards of your hard work. Planning and managing your retirement is key to ensuring you are able to meet your desired retirement today and in the years to come. Helping to setting goals throughout your retirement will allow you to see through retirement in the best possible way. We can help ensure you have the right strategy to achieve these goals but also help with ease the stress of managing the finances throughout retirement.