What We Do

We create customised wealth strategies for financially established people looking to maximise their wealth potential.

Superannuation &
Retirement Planning

Do you know how much you need to retire or how Centrelink and their concessions are going to form part of your plan, if at all? We specialise in the area of retirement planning. We can assist you with the review of your superannuation fund, contribution strategies, claiming tax deductions, income stream choices as well as Centrelink assistance. We can calculate potential entitlements and answer all of those important questions. We are accredited to provide advice for Self-Managed Superannuation Funds (SMSFs) and are knowledgeable and competent in specialty areas such as GESB Goldstate & Weststate Super accounts.

Wealth Accumulation &
Investment Advice

Do you have surplus money each month and have no idea where best to allocate it? At Iconic Wealth we can tailor a strategy that can maximise the potential of that surplus or any lump sum investment based on the level of risk you are comfortable taking. We have access to Ethical investments and have the ability to take your personal preferences into consideration when it comes to investing.

Gearing &
Margin Lending

Borrowing for investment can be a useful vehicle for accumulating wealth. At Iconic Wealth we consider if these types of facilities are appropriate for you and can work out a level of risk that you are comfortable with. We focus on education around risks as well the benefits of this type of strategy.

Debt Reduction Strategies

This is an area often overlooked by financial advisors. Debt management is a major contributor to the growth and protection of your overall wealth. We work with you to deliver a wealth creation plan that reduces your private debt including consolidation strategies, debt reduction, tax minimisation and debt recycling.

Estate Planning

Today’s assets become the foundation for your family’s future. It’s your legacy, we specialise in ensuring a smooth transition and tax-effective transfer of assets by putting the right structure in place to ensure your family is looked after.

Personal Insurance

The right insurance protection is vital to financial planning. Planned right, it can protect your financial future and provide you and your loved ones with peace of mind. Iconic Wealth provides you with the tailormade guidance on life, income and disability insurance.

Start A Conversation

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.

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