Financial Planners
Perth & Mandurah
A leading financial planning firm that creates customised wealth strategies and partnerships for their clients. We help you build, protect and grow your hard-earned wealth.
More than a financial planning firm. We maximise your wealth potential without overwhelming you with its complexities.

With more than 45 years of combined holistic advice experience, clients know we practise what we preach.
You will receive tailored wealth strategies and insights, a personalised approach and excellent customer service.

Superannuation and retirement planning
Wealth accumulation and investment advice
Gearing and margin lending, estate planning, SMSFs and personal insurances.

We help individuals and families with a solid household surplus income and/or high investable assets.
Our Clients

As a full-time worker, I had a busy schedule and didn’t know where to start with financial advice. I was hoping to retire early so needed some expert advice on how I could achieve this. Thanks to Kelly’s sound financial strategy and insights I have been able to retire comfortably at the age of 60. I have a regular income stream to suit my lifestyle and time to pursue some of my passions like playing golf. I continue to work with Kelly to manage and protect my wealth. Kelly is my planner, mentor and coach and helps me keep on track to get to where I want to go.
Steve Barlow Retired landscaper
Honest, reliable and passionate. Trustworthy. I highly recommend working with Iconic Wealth. We’ve been on an amazing financial journey with Aiyuty so far. After working with Aiyuty for more than 10 years, we trust her with our investments and know that she will look out for our best interests. She’s steered us in the right direction with our retirement – ensuring we’ve had the right investment advice to live comfortably. I find the whole financial side of things daunting, Aiyuty makes it all so easy. She is adamant about staying within the guidelines of the law and is a consummate professional. Plus, she’s wonderful to work with.
Noelene GranheimFormer training and development manager for Community Newspaper Group
Kelly has been our finance partner every step of the way since 2005.
She has a unique ability to explain complex financial matters in layman’s terms, which has been such a relief to us as it can be overwhelming. She’s helped us with wealth creation, retirement planning, taxation issues and superannuation legislation. Kelly is highly ethical, trustworthy and professional and has developed a personal relationship with us that we value. We highly recommend anyone that wants to maximise their wealth potential to get in touch with Iconic Wealth and have a chat with Kelly.
Simon and Barb MathamsFormer co-directors of a consulting business
Aiyuty has been my financial advisor for five years. She is always professional, proactive, thorough and friendly. She has guided me successfully to a comfortable retirement. My financial portfolio has performed well due to her advice and recommendations and I have peace of mind thanks to her.
I have no hesitation in recommending Aiyuty as a very competent financial advisor and planner.
Judy Frentz Retired nurse
We were referred to Kelly back in 2006 and engaged her to provide advice during a very stressful and overwhelming time in our lives. Kelly was able to put our minds at ease and guide us to a place where we have retired comfortably. Kelly has been an integral part of our decision making and we have put a great deal of trust in her. She is an authentic person that has our best interests at heart. If you require any further information please feel free to contact me.
Deb and Hev
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For customised wealth strategies and insights, or any other request,
please get in touch for an obligation-free chat. We’ll get back to you as quickly as we can.
