Following Leon’s advice, we’ve now got an investment property, some other investments, and a real plan that will allow us to enjoy our lives, safe in the knowledge that we’ve got a plan for the future.
Free Guide: How to Retire with Confidence
A Step-By-Step Guide to Avoid Financial Pitfalls
Welcome to Intentional Wealth – Financial clarity for life’s big decisions
We are financial advisors based in Maitland, serving Newcastle and the Hunter Region. 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.
Meet Leon, your trusted financial planner in Maitland.
With over 20 years of experience and a down-to-earth approach, I’m committed to helping you make confident decisions at every stage of life.
At Intentional Wealth, I work with a small number of clients so you receive the time, focus, and care your financial future deserves. My commitment is to deliver genuine value — the kind that far outweighs the cost of advice.
Your financial success is my goal. I’ve seen firsthand how the right guidance can transform people’s confidence, choices, and outcomes. I’m here to help you take control and make decisions that support the life you want to lead.
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.
Our Services
Explore the areas where we can support you:
What our clients say
Real stories from people who’ve taken control of their financial future.
Leon has put us in a good and comfortable position, leading to our retirement many years from now. Not only does he explain things in simple terms, he is a good listener and is nonjudgemental as well. Thank you Leon
We have known Leon for quite a number of years and in that time he has been very approachable and his work for us has been outstanding. This is the reason we continue to work with Leon as our financial advisor and continue our financial independence in our retirement.
My husband and I have been working with Leon for over 3 years and could not be happier. We recently retired and were quite anxious about our financial position. Leon is extremely knowledgeable and professional. He keeps us updated and is also easy to contact and quick to respond to our queries. He explained our options and put in place a plan that would secure our finances making it possible for us to enjoy our retirement with full confidence that our future is in good hands. Greg and I highly recommend Leon from Intentional Wealth.
I’ve never felt better about the security of my financial well-being since I spoke with Leon. I wish everyone had Leon in their corner like I do.
Leon, from intentional wealth, has been looking after my super. Leon is very approachable, no nonsense, knowledgeable, explains plans simply, reviews plans for the best outcomes. I have recommended Leon in the past and would highly recommend if your looking for someone, book an appointment and go have a chat.
Intentional Wealth provide exceptional service, knowledge, professionalism and value for money for your financial advice needs. I highly recommend them.