We’ll create a financial plan designed to specifically deliver on its promises and achieve your goals. And most importantly, we’ll make sure that you are well protected while you’re investing for your future.
The main areas we cover in your financial plan are investment planning and risk management, including income protection.
No Obligation Consultation at Our ExpenseContact us now you have nothing to lose. We find we can add value to most people’s financial journey. That’s why we offer a no obligation meeting at our expense.
It wont cost you anything to find out what benefits you will gain. Contact us today and discover how to get yourself financially sorted and on the road to success.
Sound advice to help you achieve your financial independence by getting the most out of your investments. You’ll discover how to minimise your risks while gaining the best possible returns.
Your salary is your biggest assert. When you lose the ability to earn an income, planning for a secure future becomes impossible. We’ll advise on the most affordable and comprehensive protection cover, in case of any disability. The table below gives examples of your potential lifetime earning power. If you’re working hard to achieve a decent income can you afford NOT to protect it?
An example of a lifetime income if you earn…
Assumes retirement age of 65 years and income increasing @4% per annum
Protect your family
We’ll identify the best way of providing for your family in the event of an untimely death. We’ll also ensure you and your family are taken care of if you don’t die, but suffer a serious illness.
If you’re serious about transforming your financial visions into reality then you need to find out how to grow your wealth by building up an investment portfolio that matches your goals and comfort levels around risk. In today’s financial and economic climate, investing in secure stocks through a professional fund manager has a minimum risk factor, yet can yield very attractive returns.
At Iconic Financial you’ll receive unbiased advice about the best fund management advice for you. We’ll tailor a plan which suits your lifestyle. You’ll also receive the benefit of our comprehensive monitoring programme, ensuring that your investments are always performing to your expectations. We’ll show you how to minimise your risk while maximising your profits.
Contact us today to see how you can plan for a financially secure future. The first appointment is on us, so it costs you nothing.
You can download a PDF format example of a financial plan.