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Why choose us?

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Complete Service
Because Iconic Financial is not affiliated with any one provider, we can offer unbiased opinions based on many years experience and knowledge, to tailor a solution that’s best for you.  We provide a complete service from financial advice, financial planning, investment planning, personal asset protection and business risk management advice, retirement planning, through to arranging home loans.
 
Experience
Iconic Financials advisers are well experienced and have been in business since 1987.  In providing financial planning services over 20 years we’ve seen that people who have a clear, defined plan achieve greater financial success.  Advisers at Iconic Financial Ltd have over 40 years of collective experience to help you achieve your financial goals.
 
Trust
We have earned the respect and trust of clients and suppliers over many years in business.  We act with the highest ethical standards of integrity and confidentiality in all areas of our business.
 
Commitment
Our lifelong commitment is to ensure your long-term success through tailored wealth strategies and personalised service built on trust.  We are dedicated to looking out for you and will be your champion when it comes time to make an insurance claim.   While it’s easy for organisations to put insurance cover in place, it’s entirely different to ensure claims are paid out.  That’s where we’ll stand up for you.  We know insurance inside out and will defend you on your behalf, if necessary.  Read how we were advocates for our clients on our case studies and success stories page.
 
Respect
We are well-respected leaders in our field of expertise.  Our mission is to use our vast skills, knowledge, and experience to invest wisely, protect assets, and empower Kiwi’s to reach their financial goals faster for a life of abundance and freedom.  Our solid integrity, ethical standards, and proven success have your best interest at heart.  We achieve financial goals to deliver a better future for all.
 
Empowerment
Many people believe that you need to be wealthy to be an investor - but the opposite is true as well.  You need to invest to be wealthy.  At Iconic Financial we’ll show you that YOU control your future - YOU control your destiny.  We will help you establish your goals by harnessing your dreams and will empower you to achieve them.
 
Our business is about protecting, investing and empowering – empowering you to take control of your destiny and plan for the life of your dreams.  We want all Kiwi’s to be empowered to reach their financial goals faster for a life of abundance and freedom.

 
Qualified
All Iconic Financial advisers are fully qualified through the IFA (Institute of Financial Advisers).  We have over 40 years of financial services experience collectively.  We belong to the PAA (Professional Advisers Association), Newpark Financial Services, and the IFA (Institute of Financial Advisers).  We have both AFA and RFA's  available to give excellent advice and tailor a financial plan exclusively for your needs.
 
Keeping it simple
We are different to most financial planners because we keep the process simple and uncomplicated.
Achieving financial security can be a complex issue but over the years we’ve simplified the process to make it easy to understand and provide excellent value.
 
Being successful financially isn't just about how much you earn over time - it's about what you do with it.  How much you spend, and how much you save and invest have a huge impact on your future lifestyle.  It's never too early - or too late - to plan your future.  And the great news is you don't need much income to build yourself a wealthier future.

 
You can download a PDF format example of a financial plan.
 
No Obligation Consultation at Our Expense
Contact us now, you have nothing to lose.  We find we can usually add value to most people’s financial journey that’s why we offer you a no obligation meeting at our expense.  It won’t cost you anything to find out what benefits you will gain.  So contact us today and discover how to plan a financially independent future for you and your family.