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FINANCIAL PLAN

Your Financial Plan is your roadmap to success, it grows with you. It will let you know if you are on target to meet your retirement goals. Once retired it will help you monitor your spending so you don’t run out of money too soon, or miss out on lifestyle possibilities.

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We have a wide range of expertise to help business owners protect against the loss of a key person due to sickness or accident. Also to ensure families are not put under financial stain should a family member become sick or disabled.  Below you will find a number of articles of interest, however if you do not find an answer to your question, please contact us to see how we can help you.

LATEST ARTICLESLATEST ARTICLES
Is Your Income Important?

Is Your Income Important?

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Does Covid-19 affect my life, disability & health insurance?

Does Covid-19 affect my life, disability & health insurance?

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Do you or your family have any old-fashioned life insurance policies?

Do you or your family have any old-fashioned life insurance policies?

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‘I have had various insurance policies provided by Russell at Iconic Financial over the past 15 years. At times, it has not been easy to keep these policies going and has sometimes involved short-term sacrifices.’

Joy

‘I was in my twenties when Russell first introduced me to financial planning. At that time, I put a plan in place to protect my current financial position, I insured my ability to continue working and earning (my income) and a private medical policy to lock in my current good health.’

Andrew

‘What was unexpected, but has been extremely valuable, is we also had something called premium waiver. This means the insurance company has been paying the premiums on our insurance policy (for my wife and I) for the last 20 years!’

Alan

‘I returned to work after six months and was able to invest the remaining money from my trauma insurance claim (with Iconic). This provided financial security and to contribute towards my retirement investment or have the extra money available if my cancer returns.’

Jane

‘We've been with Iconic since 2004 and during that time Russell's been absolutely fantastic. He's sorted all of our insurance for both personal and business, as well as our retirement fund, and it's really just been a brilliant in-depth experience that we've had with Russell.’

Jacinda & Oliver