Financial planners in Maitland and Newcastle
Build wealth on purpose, with purpose

Learn more about how Intentional Wealth can get you started

Financial planners in Maitland and Newcastle
Build wealth on purpose, with purpose

Welcome to Intentional Wealth

I’m a financial planner in Maitland, NSW helping clients in Newcastle and the Hunter Region.

Managing family wealth requires a trusted professional to help grow and safeguard your assets. Whether you’re planning for your ideal retirement or already retired and focused on securing your family’s financial future, you want to ensure your loved ones are well cared for if you are unable to manage your wealth.

If you have a busy lifestyle and limited time, you understand the benefit of entrusting your financial management to a professional advisor. You seek independent and ethical guidance, free from the influence of any institutions or product providers.

At Intentional Wealth, I work with a select group of clients to ensure you receive the dedicated attention you deserve. Our mission is to deliver the highest standard of personalized service and to provide value that significantly exceeds our fees.

My goal is your financial success. I have seen how professional financial planning and money mentoring can help people take control of their finances and lives. I’m here to help you do the same.

– Leon Jones

Leon Jones Portrait

Choosing a Financial Advisor

A skilled financial advisor partners with you to understand your needs, helping you set and achieve your financial goals through a structured plan.

In Australia, anyone providing personal financial advice and most offering general advice must hold or be an authorised representative of an Australian Financial Services (AFS) licence.

Define Your Objectives for Financial Advice

Before seeking financial advice, it’s important to identify what you want to achieve. Your needs will vary depending on your life stage, financial situation, and goals.

A financial adviser can assist with a variety of financial matters, including budgeting, investment strategies, superannuation, retirement planning, estate planning, insurance, and taxation.

Select the Right Type of Financial Advice

Personal financial advice is tailored to your specific financial situation and goals, ensuring it’s in your best interests. This can include:

  • Single-issue advice: Assistance with a specific financial matter, such as how much to contribute to your superannuation or what to do with inherited shares.
  • Comprehensive advice: A complete financial plan designed to help you reach your goals, covering areas such as savings, investments, insurance, and superannuation planning.
  • Ongoing advice: Regular review and monitoring of your financial plan and progress.

A good advisor will get to know you, keep you informed, and help you achieve your goals. They’ll also discuss the appropriate level of risk and reward.

Financial Planning Services Maitland & Newcastle

Wealth Creation

Wealth Creation and Investing

SMSF

SMSF

Cash Flow Management

Cash Flow Management

Wealth Protection

Wealth Protection

Superannuation

Superannuation

Debt Management

Debt Management

ASK LEON

Do You Need a Self-Managed Super Fund (SMSF)?

Do You Need a Self-Managed Super Fund (SMSF)?

When planning for retirement, one question that often arises is whether a Self-Managed Super Fund (SMSF) is the right choice. SMSFs can offer greater control and potential benefits, but they're not suitable for everyone. This article will help you understand what an...

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Quotation Mark
Since working with Leon … he has met and surpassed my expectations of working with a financial advisor.

Leon has taken the time to really know me as his client which gives me every confidence that not just my financial goals are well understood but also my comfort level.

He regularly provides updates and has always been available to answer any questions or explain options within my portfolio. I am more than pleased with Leon’s individual service and would highly recommend him.

Tasha – Parent with a growing family

Do you want to make the most of your money but aren't sure where to start? That's where a professional financial planner can help.

Contact Intentional Wealth to book your complimentary 15 minute phone or video chat.