Iconic Wealth Mandurah

14/10/2026

It was a pleasure to contribute to Ryan Johnson's article in the The West Australian about all things AI and financial advice.

Kelly King shared some of the changing conversations we're having with clients and the important role advisers play in helping people navigate an increasingly crowded information landscape.

As highlighted in TAL and McCrindle’s research, an estimated 3 million Australians are already using AI to help manager their money. 86% of Australians regularly monitor their spending and 80% prioritise budgeting, yet just 28% are satisfied with their finances.

We see this playing out for our clients almost daily: people are more engaged with their money than ever, but many still feel uncertain about their financial future.

Thank you to Ryan and The West Australian for the opportunity to contribute to this important discussion.

Millions are using AI for money help, yet many Australians remain unsure about their finances. A Mandurah adviser says online content is feeding fears that stop some clients retiring.

13/10/2026

05/10/2026

Does the search for answers on the internet just create more questions for you when it comes to retirement planning?

Unfortunately, there are too many variables in most client situations for you to be able to just Google a straightforward answer.

It might be time to get answers that are specifically for you, not the mass population.......

23/09/2026

“I moved my money to cash to stop the losses.”

It's a sentence we've heard more than once over the past 12 months in first meetings.

A recent study found that 96% of advised clients felt more confident in their financial strategy during periods of market volatility and geopolitical uncertainty.

Why?

Because financial advice isn't just about investments or returns.

It's about helping people understand what's happening, putting market movements into context, and providing reassurance when uncertainty feels overwhelming.

When markets fall, the instinct to act can be incredibly strong. Selling, switching to cash, changing strategies. Doing something often feels better than doing nothing.

But financial success is rarely determined by how we react in the best of times. It's often shaped by the decisions we make when things feel uncomfortable.

The value of advice is helping people understand that sometimes the best action isn't reacting to the noise, but having the confidence to stay focused on the plan.

22/09/2026

One of the greatest privileges of my job isn't the financial strategies, the forecasts, or even helping clients retire with confidence.

It's the people. ❤️

Every future retiree who walks through our doors has a story.

Stories of hard work, sacrifice, resilience, loss, success, and dreams that have often been put on hold for decades while they focused on careers, mortgages, children, and responsibilities.

I love hearing about the teacher who shaped young lives for 40 years. The tradie who built a business from nothing. The nurse who spent a lifetime caring for others. The couple who have worked hard their entire lives and are finally ready to focus on themselves.

Retirement isn't just a financial transition.

It's a life transition.

It's helping someone move from asking, "Can I afford to retire?" to imagining what they want the next chapter of their life to look like.

Will they travel? Volunteer? Spend more time with grandchildren? Take up a hobby they've never had time for? Write a book? Buy the caravan?

The numbers matter, of course. But what sits behind those numbers matters even more.

The best part of my job is getting to know people, understanding what makes them tick, and helping turn years of hard work into a future filled with purpose, freedom, and possibility.

An absolute privilege.

03/09/2026

Why did I start my own business?

It wasn't because I dreamed of owning a business.
It was because I wanted the freedom to do things differently.

I wanted to create a place where conversations weren't just about growing wealth, but about building confidence, security, and choice.

A place where people felt heard.
A place where financial advice wasn't transactional.

A place where clients could bring their fears, goals, challenges, and dreams, and know they would be met with understanding and support.

Starting Iconic Wealth wasn't about creating the biggest business.
It was about creating a business aligned with my values.

Nearly five years later, that's still what drives me every day.
Not portfolios.
Not funds under management.
People.

26/08/2026

✨ Less Hustle, More Happy! ✨

A big thank you to the Business Women's Collective for a fantastic evening and a valuable session with Claire Seeber.

It was such a great opportunity for our team to pause, reflect and be reminded of something we can all forget in the busyness of life — to treat ourselves with the same kindness, patience and respect that we give to others. 💛

A wonderful evening of connection, reflection and a little less hustle!