Better advice, tax savings and peace of mind

As a new business in a highly competitive industry, we understood the importance in seeking the services of a reputable and professional firm to assist in our company set-up and provide advice in certain areas required.

We initially engaged the services of Icon Financial Management prior to our inception (in 2011) as Azure Luxury Homes, to assist in business structure and set-up, planning, tax advice, superannuation, etc. and we continue with their services today.

We have always found David and his team to be very professional and knowledgeable in all aspects, always responding to any queries in a prompt and timely manner. This has allowed us to focus on the things we need, knowing that we have the right people looking after this part of our business.

Robert Del Paggio - Azure Homes

We have been dealing with Icon for approximately 10 years and have been impressed at the fantastic service and knowledge that has been provided. David and his staff don’t just prepare a tax return or do your BAS but work with you to achieve better financial management and ultimately financial freedom by providing advice and education.

When we first looked at dealing with them they took the time out of the business to fly to Broome and meet us personally as well as view our business and get to know exactly what we do and how we operate, and I strongly believe this has aided us both in the service and advice they provide.

David also has contacts to other businesses such as lawyers etc. that can help if we need to rearrange business structure to better aid what we are trying to achieve.

I couldn’t speak more highly of Icon Financial Management and would highly recommend them to anyone. Our motto this year is to work smarter not harder and I believe they are an integral part of our plan.

Nick & Sherrie Howat - Broome Bolts and Pilbara Tools

Our family has been using Icon Financial Management for over 20 years. The business and its principals have continued to exceed our expectations on all accounting, financial and tax advice matters over this period. They are continually being innovative and challenging us to improve the way we operate as a group.

I can thoroughly recommend David Calcei and the broader Icon team.

Tony Del Popolo - Ledge

My name is Joe Vetrone and I am the managing director of a small family electrical contracting business, employing 16 FTEs. We have a branch in KTA and BNE and our main office is in Perth. I have been using the professional services of Icon Financial Management for over 25 years now.

During these years of service, Icon have grown significantly. During the growth they have only employed staff who share the same passion for delivery of service excellence and demand the highest ethical standards. This leadership shown by the two directors, David and Tony, is reflected in the quality of accounting and always keeping up with a continuously changing tax code.

What does this mean to an end-user such as myself and our business? It means that the approach to tax is offered as ongoing best practice during the year with sound advice as current as the tax laws are at the time — and this equates to real savings.

I am proud to be a part of the journey with Icon and the knowledge base within the company as a team is amazing.

Joe Vetrone - Taranis Power

My business partner, Wayne Marshall, and I engaged David Calcei and his team at Icon Financial Management in 2016 to assist with the establishment of our partnership structure, including the creation of trusts and corporate entities for Trayd Australia Pty Ltd.

Since that time, David has provided us with exceptional financial guidance and strategic advice across a wide range of areas. His diversified knowledge and experience far exceed that of the average accountant, allowing him to provide insights and strategies that have been instrumental in supporting our business growth.

Beyond the initial setup, David and his team have assisted us with business and strategic planning, tax structuring and compliance, financial performance reviews and forecasting, succession and estate planning, insurance and risk management strategies, and superannuation planning.

David’s professionalism, integrity, and deep understanding of both financial and business operations have consistently impressed us. He takes the time to understand our goals and provides tailored, forward-thinking advice that adds real value to our business.

We highly recommend Icon Financial Management and their associated entities to any business or individual seeking reliable, comprehensive financial and strategic advice.

Michael Filippou - Trayd Australia Pty Ltd

Working with Icon has been one of the best decisions we have made for our business. From the very beginning, they have managed all our accounting, tax, and complex financial needs with absolute professionalism and outstanding quality.

But what truly sets Icon apart is the relationship. This is not just an outsourced service; it is a genuine partnership. Our director has built a fantastic professional and personal rapport with our dedicated accountant, and that level of trust is invaluable.

The Icon team has been instrumental in supporting Emyjor Services, helping us navigate challenges and periods of growth with clear, proactive communication. The peace of mind they provide allows us to focus on our core business, knowing all the “numbers stuff” is in the most capable hands.

We cannot recommend Icon highly enough. They are, without a doubt, the absolute best.

Kate and Greg Bowden - Emyjor Services