Most frequently asked questions and answers

The initial consultation is about getting to know each other and listening to where you are now and where you want to go. There’s no commitment required, it is an open and transparent conversation around where we can add value to you and the cost associated with moving forward if we are the right fit for you.

There are no charges for the initial appointment or obligation to sign up for any services or products.

The cost associated with any advice services will be based on the level of support selected; either one-off advice or ongoing advice. Iconic Wealth tailors costs based on the level of complexity and assistance required, it is not based on the amount of funds available for investment. This will be carefully explained at your appointment.

We’d love to help a member of your family, friend or colleague shape their financial future. In fact, many of our clients have been referred to Iconic Wealth by an existing client based on the positive experience they’ve had with us.

Simply call or email us to make a referral. We will make arrangements to call your referee, or let you know how they can book an initial consultation.

We have access to an extensive list of products and will take into account your investment experience, preference and expectation in recommending the best suited products/investment. We always compare your existing investments and if they are the best suited for you, we will recommend you to retain the products (including industry funds and employer plans that may offer tailored benefits for employees).

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