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Iconic Wealth
22 Ormsby Terrace, Mandurah, Western Australia, Australia
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About Iconic Wealth
Welcome to Iconic Wealth, a leading financial planning firm located in Mandurah, Australia. Situated at 22 Ormsby Terrace, our establishment is a point of interest for individuals and families seeking customized wealth strategies and partnerships.
With over 45 years of combined holistic advice experience, our team at Iconic Wealth is dedicated to helping you build, protect, and grow your hard-earned wealth. We believe in practicing what we preach, and our clients trust us to provide tailored wealth strategies and insights.
At Iconic Wealth, we take a personalized approach to financial planning, ensuring that each client receives the attention and service they deserve. Whether you have a solid household surplus income or high investable assets, we are here to assist you in achieving your financial goals.
We understand that every individual's financial situation is unique, which is why we offer customised wealth strategies and insights. If you have any specific requests or would like to learn more about our services, please get in touch with us for an obligation-free chat. We strive to respond to your inquiries as quickly as possible.
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. Please note that the information contained on our website and any resources available through it, such as eBooks, fact sheets, and seminars, is intended for general information purposes only and should not be construed as personal advice. We have not taken into consideration any individual's investment objectives, financial circumstances, or needs in the preparation of this content.
Financial products come with risks and are influenced by various market and economic factors. It is always advisable to seek professional advice before trading or investing in such products to ensure they are suitable for your circumstances.
We want to emphasize that the information on our website is general in nature and may not be suitable for your personal situation. We encourage you to consider whether the information meets your needs and, if necessary, consult a financial adviser for personalized guidance.
Iconic Wealth Pty Ltd, as trustee for the Iconic Wealth Unit Trust t/as Iconic Wealth, Synchron Pty Ltd, and our officers, representatives, associates, or agents, will not be liable for any loss or damage, whether direct, incidental, or consequential, resulting from reliance on or use of the content provided. Our content is restricted to Australian residents and is intended for the intended recipient only.
Please be aware that from time to time, Iconic Wealth Pty Ltd, as trustee for the Iconic Wealth Unit Trust t/as Iconic Wealth, our representatives, or associates may hold interests in or transact in companies or products mentioned on our website. In such cases, we may receive fees or other benefits related to making recommendations or facilitating transactions in these companies or products.
At Iconic Wealth, we are committed to helping you achieve your financial goals through tailored strategies, personalized advice, and excellent customer service. Contact us today to start your journey towards financial success.
Photos of Iconic Wealth
WOTSO Building, 22 Ormsby Terrace, Mandurah WA 6210, Australia
Opening hours of Iconic Wealth
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Iconic Wealth
"Kelly was an instant hit with me . The idea of discussing our finances with anyone was a bit foreign to me , but I was instantly relaxed when meeting Kelly and left an hour later , reassured and with a plan . Kelly is the consummate professional."
"Kelly was fantastic - an absolute superstar! Her wealth of knowledge & advice was invaluable in helping us to plan our retirement strategies. No hesitation in recommending Kelly to assist with financial planning."
"I met with Kelly to understand and prepare for succession planning. Kelly was very attentive in listening and therefore able to give me the best advice for my individual situation. I look forward to working with her in the future. Thanks"
"I was a bit apprehensive about seeing a financial advisor, however I couldn't have chosen a better person. Kelly was very approachable, down to earth and patient as I had a bucketload of questions. She has put my mind at ease and nothing was too much trouble. I was kept informed every step of the way and Kelly makes sure you understand what, why, when etc. I have no hesitation in recommending Kelly and will definitely be seeing her again in the future."
"We had a great experience at Iconic Wealth, Kelly was very professional delivering financial advice to us and has a great depth of knowledge in her profession."
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