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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Iconic Wealth Pty Ltd ACN 658 576 884 as trustee for Iconic Wealth Unit Trust t/as Iconic Wealth is a Corporate Authorised Representative of Synchron Advice Pty Ltd, AFS Licence No. 243313

The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Under no circumstances will any of Iconic Wealth Pty Ltd as trustee for the Iconic Wealth Unit Trust t/as Iconic Wealth, Synchron Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Iconic Wealth Pty Ltd as trustee for the Iconic Wealth Unit Trust t/as Iconic Wealth representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.

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