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
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 and Investing
SMSF
Cash Flow Management
Wealth Protection
Superannuation
Debt Management
ASK LEON
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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.