Iconic Wealth Mandurah - Mandurah, Western Australia

Iconic Wealth Mandurah: Un proveedor de servicios financieros confiable en la región de Mandurah, Australia.

Iconic Wealth Mandurah se encuentra ubicado en 8 Sholl St, Mandurah WA 6210, Australia., en el corazón de la ciudad de Mandurah. Con una dirección accesible y un teléfono fijo de 407660534, es fácil encontrar y contactar a esta empresa.

Perteneciente a las finanzas personales, Iconic Wealth Mandurah ofrece servicios de planificación financiera personalizada para ayudar a los individuos y familias a alcanzar sus objetivos financieros. Con una visión clara y una enfoque integral, la empresa se esfuerza por brindar soluciones financieras efectivas y confiables.

Entre las especialidades de Iconic Wealth Mandurah se encuentran la planificación financiera, la gestión de inversiones, la creación de planes de jubilación y la asesoría fiscal. La empresa también ofrece apoyo en línea y apoyo en sitio para garantizar que sus clientes reciban el mejor servicio posible.

Iconic Wealth Mandurah es propiedad de mujeres y se esfuerza por ser accesible para todos. La empresa cuenta con un aparcamiento de vehículos discapacitados y una entrada y asiento accesibles para personas con discapacidad. Además, la empresa requiere aprobación de citas y se recomienda planificar con anticipación para asegurar el mejor servicio posible.

En Google My Business, Iconic Wealth Mandurah tiene 24 opiniones con un promedio de 5/5 estrellas. Los clientes han elogiado a la empresa por su apoyo excepcional, consejos financieros sólidos y servicio personalizado. Algunos de los clientes han mencionado que la empresa ha ahorradoles dinero y les ha dado confianza en su futuro financiero.

Puntos de interés cercanos:

• Centro financiero de Mandurah
• Banca de Mandurah
• Oficina de correos de Mandurah

Cómo llegar:

Iconic Wealth Mandurah se encuentra ubicado en el corazón de la ciudad de Mandurah, a 8 Sholl St, Mandurah WA 6210, Australia.. La dirección se puede encontrar en un mapa en línea o utilizar un servicio de navegación como Google Maps para llegar a la empresa.

Si necesita ayuda para llegar, puede llamar al teléfono fijo de 407660534 para obtener más información.

Información de contacto:

Iconic Wealth Mandurah se puede contactar a través de su sitio web iconicwealth.net.au o llamando al teléfono fijo de 407660534.

👍 Reviews of Iconic Wealth Mandurah

Paul F.

5/5

Kelly King from Iconic Wealth has been an outstanding support as we transition into retirement. She really listens, explains things clearly, and brings a high level of integrity to everything she does. Her advice has given us real confidence in our financial future—and the money she saved us more than covered her very reasonable fees. We’re so grateful for her guidance.

Evelyn D.

5/5

After unexpectedly having to retire due to ill health Kelly, of Iconic Wealth was recommended to us
From our first appointment Kelly gave us good advice & options which were clearly relayed to us, she made some suggestions we had never considered.
We only have good things to say & suggest anyone looking for an honest review of their financial position contact Kelly King.

Natalie

5/5

I had a fantastic free session with Kelly this morning. She came highly recommended by a trusted colleague, and I can see why. Kelly was practical, and honest, and broke down complex topics into simple, understandable terms. She didn't make any false promises; instead, she advised me to wait until after completing my house build with my partner before seeking her assistance. She suggested making small changes for free within my super, estate planning, and insurance. I will book another appointment with her in the future. I highly recommend Kelly, especially to women who have faced challenges due to divorce or childcare responsibilities. She was amazing! Thanks, Kelly, for the inspiration. I look forward to our session next year!

carol T.

5/5

Kelly from Iconic Wealth was an absolute joy to work with. Nothing was too much .A real professional. I’d thoroughly recommend her services.

Fiona K.

5/5

We would 100% recommend Iconic Wealth Mandurah.
We have had advice from Kelly King over a number of years.
Kelly is very professional and has explained everything in a manner to help us understand the best way to prepare for our retirement.

Karen H.

5/5

At a time when I needed an empathetic professional Kelly came to my rescue.
Kelly recently guided me through Transitioning To Retirement, the stress and anxiety I was feeling was eased by Kelly's professionalism.
I would happily recommend Kelly and her team to family and friends, knowing with confidence they would receive the same attention I received.

Beth S.

5/5

Iconic Wealth Mandurah are friendly and provide advice tailored to your situation, we have been very happy with the service and advice received.

Robyn

5/5

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.