Financial clarity for life’s big decisions

Trusted financial advice to help you grow, protect and enjoy your wealth — with confidence.

Welcome to Intentional Wealth

We help everyday Australians take control of their financial future. Whether you’re planning for retirement, investing for growth, managing cashflow, or protecting your family, we offer honest, tailored advice without the confusing jargon.

Managing family wealth takes more than hope — it takes a trusted adviser who understands your goals and helps you make smart decisions with confidence. Whether you’re working towards a comfortable retirement or already retired and thinking about your family’s future, it’s reassuring to know your wealth is being looked after.

If life keeps you busy, having an experienced professional by your side means less stress and more clarity. You value advice that’s transparent, easy to understand, and focused on what matters most to you.

How do you choose the right financial adviser?

Before diving into strategies and investments, it’s important to ask: What do I really want from my financial future?

Whether it’s retiring comfortably, helping the kids, managing cashflow, or simply feeling more in control — your goals set the direction. A good adviser listens first, then helps build a plan to suit your life, not someone else’s idea of success.

We’re here to listen, understand your needs, and build a plan that fits your life.

At Intentional Wealth, we work with clients who value clarity, and long-term thinking. If that sounds like you, you’re in the right place.

Tailored Financial Advice for Life’s Key Moments

Financial advice isn’t just for the wealthy; it’s for anyone who wants to make smarter decisions and avoid costly mistakes.

We help you navigate life’s biggest financial questions, such as:

  • Will my super last through retirement?
  • How do I protect my wealth from market ups and downs?
  • Am I missing out on government entitlements?
  • Can I reduce tax while building my investments?

Whether you’re planning for retirement, juggling a busy career, or already enjoying your next chapter, we tailor advice that’s practical, strategic, and easy to understand.

Your needs change — your plan should too. That’s why we review and adapt your strategy regularly, so you stay on track no matter what life throws your way.

What our clients say

Real stories from people who’ve taken control of their financial future.