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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Friday 9am - 5pm

Iconic Wealth Mandurah

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Mandurah, WA
Iconic Wealth Mandurah

Live your best life now and in the future! Retirement Planning Specialists in beautiful Mandurah.

Iconic Wealth Mandurah is a financial planning firm specialising in Retirement Planning, Investment Planning and efficient Cashflow Management Strategies. With over 25 years' experience in Mandurah we are here for your financial planning needs.

07/06/2026

📜✨ Estate planning is a crucial part of your financial journey. 🏦💼⁠

I talk to my clients every day about their estate planning, and here's why it matters: Even the most carefully crafted financial plans can unravel without proper arrangements.⁠

Surprisingly, fewer than 50% of those I meet initially have adequate estate plans in place. 📉⁠

Life is unpredictable. Rarely do we get a heads-up before it takes an unexpected turn. What we assume will happen often doesn't. 🔄💔⁠

So, think about your loved ones. Don't burden them with financial stress during an already difficult time. 💔💰⁠

Mandurah & Rockingham have some outstanding estate planning lawyers. Take the first step, make that call. Your future self and your family will thank you. ☎️📝⁠

Nash Clavey Mandurah 9535 1577⁠
Mountains Lawyers Rockingham & Mandurah 9592 7326

04/06/2026

How long have you been thinking about getting advice? 🤔

1 week? 1 month? 1 year or more. 🤷‍♀️

For many people I see it has been years.

Taking the first step is the hardest part but I can assure you, it will be a relief to finally start making that plan. 🏁

Take that step today, reach out to me:

🌐 iconicwealth.net.au
📩 [email protected]
📞 0407660534

03/06/2026

Retiring happy and comfortable requires a comprehensive approach, and I am here to guide you through the intricate details. The Age Pension, a government initiative, plays a pivotal role in providing financial support during retirement. Understanding its nuances, eligibility criteria, and optimizing its benefits are integral aspects of a well-rounded retirement strategy.

Whether you're approaching retirement or already enjoying your golden years, strategic planning can make a significant difference. Let's collaborate to design a retirement plan that aligns with your unique goals, ensuring a harmonious balance between financial stability and personal fulfillment. Your peace of mind during retirement is my priority.

Join me in the pursuit of a fulfilling retirement—where financial security and happiness intersect seamlessly.

🌐 iconicwealth.net.au
📩 [email protected]
📞 0407660534

31/05/2026

Education is power! ⁠💪✨

Let us take you on a journey to accumulating wealth. ⁠

Reach out today for a chat!

🌐 iconicwealth.net.au
📩 [email protected]
📞 0407660534

27/05/2026

We love being part of the judging panel at the Biz Blitz events!

Being part of the small business community in Mandurah is something we are really proud of.

Initiatives like this one help to support start ups in our community and foster innovation.

Thank you for the opportunity!

26/05/2026

Can I work part-time during retirement? 🤔⁠

Yes, you can, BUT there are some things to consider. 🔄💼⁠

The main considerations are:⁠
• Accessing superannuation if you return to work in any capacity (the rules differ depending on how old you are and the existing superannuation components) 💰🔄⁠
• Centrelink implications if receiving payments or concession cards (working income under a certain amount isn’t counted) 🏦🔍⁠
• Taxation depending on how much you will earn (age pension is also assessable income) 💸📊⁠

Part of financial planning is discussing these hypotheticals and providing modelled scenarios to show you what working part-time would look like if you wanted to do this. 📈💼⁠

Why guess what will happen? You might be worse off! 🤷‍♂️❌⁠

Reach out for an appointment. 📆📞⁠

🌐 iconicwealth.net.au
📩 [email protected]
📞 0407660534

20/05/2026

Intergenerational Wealth – What happens when I die?

Do my kids pay tax on the proceeds? Depends……

Whilst there are no ‘death duties’ in Australia there can still be taxes applicable on investments and superannuation in the event of your death depending on whom they are passed onto.

There can be ways to reduce or extinguish these types of issues with advice.

If you’re concerned about your intergenerational wealth, reach out to me:

🌐 iconicwealth.net.au
📩 [email protected]
📞 0407660534

19/05/2026

Planning provides clarity, direction, and proactive decision-making. 🤝✨

It helps allocate resources effectively, manage risks, and envision long-term goals.

By understanding your financial situation and setting specific objectives, you can make informed choices and adapt to changing circumstances.

Planning ensures your money is optimised, protects against setbacks, and secures your future.

It empowers you to take control of your financial life and work towards achieving your dreams.

Start your foundation today! 🧱

🌐 iconicwealth.net.au
📩 [email protected]
📞 0407660534

17/05/2026

On Friday, I stepped outside my comfort zone and presented to my peers at the FAAA Roadshow in Perth.

As advisers, we’re often the ones guiding others — but standing in front of a room of professionals who you respect is a different kind of challenge.

It requires vulnerability and a willingness to share the real journey… not just the polished version.

Financial Advice Association Australia - FAAA

13/05/2026

Will I have enough money? 😟

Financial stability is the cornerstone of a worry-free retirement. The fear of outliving your savings is a common concern, but there's always a strategy to navigate this challenge.

We have access to tools and resources that can show you what your future looks like, not in a tarot card kind of way.

For a personalised retirement plan that suits your unique financial situation, it's essential to seek advice from a professional - a financial planner. We can guide you through this process, helping you achieve your retirement goals with confidence.

Don't hesitate to reach out and secure your financial future today! 🤝💪

🌐 iconicwealth.net.au
📩 [email protected]
📞 0407660534

Address

8 Sholl Street
Mandurah, WA
6210

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Friday	9am - 5pm

Telephone

+61407660534

Website

https://iconicwealth.net.au/

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