We help you live your best life now and in the future

How we’re different:

We embarked on this journey to drive value for all of our clients.

A shared desire to help you build, protect and grow your hard-earned wealth.

Aiyuty believes providing financial advice is a privileged position to be in. Creating genuine relationships with her clients has been the most rewarding part of her career. This fulfilment has kept her in the sector since 1998. She’s provided financial advice to clients at a private firm and ANZ for 23 years. She loves the technical aspects and problem solving required to create outcomes that are in the best interests of her clients.

Kelly enjoys providing financial advice to clients and sees it as more as a passion than a job. Most of her clients have engaged her services for more than a decade and she’s helped them adapt their wealth strategies to fit with their life journeys. Kelly has also provided advice to clients at a private firm and ANZ for over 23 years. Her other passions include spending time with her husband and two kids exploring new places and activities along with fine dining and wine appreciation.

Who We Help

Have you made your mark on the world through hard work, innovation, or have you received an inheritance? Do you want to do all the right things now so you can enjoy a great lifestyle in retirement, or even retire early? Perhaps you need some help figuring out how to best fund your kids’ education or want to leave a legacy.

We currently help many affluent Australians with tailored investment solutions to live their best life now and in the future.

Many of our clients have been with us for generations; they are like family. We are committed to them both professionally and personally.

Our Mission

We empower our clients to maximise their financial potential with strategies and insights to make life-changing differences now and in the future so that they can live their best lives.

Our Company Values

Authenticity

We build trusting, long-term relationships with our clients by being consistently authentic – what you see is what you get. You’ll receive genuine, honest and transparent strategy and insights from Iconic Wealth which will help grow and protect your wealth.

Excellence

We are committed to continual excellence. This means you’ll have access to a dedicated, experienced team who are educated, up-to-date and consistently striving to improve to help you live your best life.

Quality

We maintain a high attention to detail and compliance record.

Reliability

We support each other and deliver consistently on our promises.

Trust

Trust for us is incredibly important. Our clients trust us wholeheartedly, which is why 90 per cent of our business is based on referrals. We strive to ensure you’re on track to achieve a secure and successful financial future.

Our Clients

Esoteric financial wealth benefits. This is what we and our beneficiaries would have missed out on without Iconic Wealth’s advice. We’ve worked with Aiyuty since 2005. She explained the whole superannuation blackbox to us. Her advice in this area has been invaluable and has additionally minimised our taxes. She also provided support on items such as enduring power of attorney and an up-to-date will. We’ve passed her name on to many friends and family as we want them to benefit from Aiyuty’s wealth of knowledge in the personal wealth management arena.

Trustworthy, conscientious and always available. That’s what you’ll get with Iconic Wealth. They go above and beyond for their clients. The financial world has become more complex over the years and we have significant investments. We needed an expert who could help us navigate all its complexities to build a lifetime of wealth and achieve our personal goals. Aiyuty is an expert in all of these areas and has advised us for more than 15 years. She manages all our financial needs and has a business relationship with our accountant and solicitor. We refer her to all our colleagues for sound financial strategy and insights.

Aiyuty has been our financial advisor since 2009. She has provided us with excellent financial advice throughout this period. Aiyuty has always accommodated our investment requirements and provided personalised investment advice. She has managed our investments to match our risk profiles, which has resulted in good growth of our superannuation and pension funds. She has excellent knowledge of the latest legislation on superannuation and related subjects. Her annual review reports and recommendations have been clear, concise and very professionally presented. She has the ability to build good personal relationships with her clients and we have no hesitation in recommending her to anybody for sound financial advice.

I always recall an occasion when Aiyuty invited us to a conference for financial advisors and planners. It was evident that her colleagues, who we sat next to, had great respect for her. They were unanimous in their remarks on her work ethic and excellence in all she does. Each advisor said that whenever they needed any financial advice, they would always turn to Aiyuty. This was certainly an endorsement of what I had found and was proud to be associated with such an outstanding person who was held in such high esteem in the wealth management sector.

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