Iconic Wealth Mandurah

24/06/2026

23/06/2026

🎉📆 EOFY New Year's Resolution 📆🎉

As we step into July, it's the perfect time to take action towards accumulating wealth and minimising taxes.

It is a time to reflect on what we earned and where it went...... 🤔

💰 How much have you saved?
💼 Did you explore ways to reduce your assessable income?
🌟 Do you want 2024/2025 to be different?

Don't wait any longer—begin today! Reach out to me via email, text, phone call, carrier pigeon, or even a drone! 📧📱📞🐦🛸

Let's kickstart your financial journey.

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

22/06/2026

Budgeting…. Does it bring up connotations of bread and butter pudding? Missing out on the things you love? 🤔

I don’t love the word but what it means to me is working out how much you need to maintain the lifestyle, being honest with yourself and sticking to it. It’s a plan to spend money in the future.

Budgeting can include all the things you love. Holidays, generous gifts, upgrading the caravan. It is just a regular plan to make it happen. 🌟💰

People that budget lead better lifestyles in retirement. No matter how much money they started with!

Talk to me about budgeting for the lifestyle you desire in retirement! ✨

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

21/06/2026

🌄✨ Does this picture ignite visions of an early retirement or a shift from your usual day-to-day rituals? It captures the essence of fulfilled dreams.

Yet, the question remains: How can you turn this picturesque vision into a tangible reality? 🤔

Enter retirement planning – the guiding compass steering you toward the lifestyle you've longed for.

💡 Seeking guidance for retirement planning transcends mere numbers; it's about sculpting a future mirroring the tranquility of this serene sunset. Let's collaborate to ensure your retirement unfolds as gracefully and fulfilling as this awe-inspiring vista. 🏖️🌴

[email protected]
0407 660 534
www.iconicwealth.net.au

19/06/2026

💡 A podcast worth adding to your playlist – Her Money Matters

If you’re looking for practical, relatable conversations about money, I highly recommend tuning into Her Money Matters Podcast.

What I love about it is how accessible it makes financial topics. Whether it’s cash flow, investing, life transitions or building confidence with money, the conversations are grounded, real, and genuinely helpful – not overwhelming or filled with jargon.

It’s the kind of content that empowers you to feel more in control of your finances, no matter what stage you’re at.

And a special mention – the host, Naomi, is not only incredibly knowledgeable, but also someone I’ve had the privilege of working alongside earlier in my career.

Seeing the impact she’s now making through this platform is so well deserved.

If you haven’t listened yet, it’s definitely worth a look 👏
🎧 Her Money Matters Podcast

🎶 Tune in here:
Apple Podcasts: https://podcasts.apple.com/us/podcast/her-money-matters/id1825772975
Spotify: https://open.spotify.com/show/27xwHP7wZbdsNl0GG3kHDr

Podcast · Naomi Holmes · Her Money Matters is the podcast helping women take ownership of their money and shape the future they want. Hosted by Naomi Holmes, a Financial Educator and coach with over 27 years in the industry, this show is about helping women understand their financial position thro...

16/06/2026

🌉 Building the bridge to your ideal retirement begins with each brick of savings laid today.

Let's construct a path that leads to a future where your comfort knows no bounds. 💰🚀

When should I start saving?
How much do I need to retire comfortably?

Ask me now and together, we build a path to your financial freedom.💸

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



Media Description: See the link below for eligibility criteria: Super co-contribution | Australian Taxation Office (ato.gov.au)

14/06/2026

🎉 Approaching the big 6-0 – what does it mean to you? 🤔

As someone deeply immersed in financial planning, the news of your upcoming 60th birthday fills me with excitement! 🥳

It's not just a milestone; it signals a shift in the dynamics of retirement planning. 🚪

Opportunities multiply, strategic options abound, and often, this is the time when substantial savings become a reality. 💰

If you're on the brink of the fabulous age of 60, let's have a conversation about making this birthday more than just a number! 🗣️💼

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

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