Iconic Wealth Mandurah

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

10/05/2026

Are you having to consider aged care for a loved one? 💕

How you choose to pay for their room in aged care is such an important decision.

On top of being a really sensitive time for everyone involved it can be very costly and confusing.

It’s really important to consider specialised advice in this area to ensure the best decision is made.

Reach out for a chat to see if I can help you.

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

08/05/2026

Most people don’t come to see a retirement planner because they love numbers.

They come because something in them is asking…

“Will I be okay?”

If that’s you — you’re not behind. You’re human.

Retirement planning isn’t about predicting every detail. It’s about creating a path you can breathe in… with options if life changes.

If you want a calm conversation (no pressure, no judgement), I’m here.

[email protected]
0407 660 534

Photo courtesy of

08/05/2026

As 2025 Small Business of the Year, Kelly King will be on the panel of judges for this Biz Blitz event.

It’s a great night showcasing start ups in Mandurah.

It’s free to attend and it’s great fun to watch! All welcome!

I was chatting to Jerry Hoekman, Business Advisors from IPS Management Consultants recently about the upcoming Biz Blitz event.

🎤💡 The Biz Blitz Sales Pitch Competition is an IPS program, funded by the City of Mandurah, and supported by the Peel CCI, PDC and local businesses.

📅 Date: May 21
⏰ Time: 5:45pm – 8:00pm
📍 Venue: All Malt Brewery, Mandurah

Come along to support local talent, hear innovative ideas, and see who takes out the prizes! 🏆

👉https://www.ipsbusinessadvisory.com.au/biz-blitz-sales-pitch-competition.html