Hi There, I'm Leon Jones
I’m a financial advisor and money mentor based in Maitland, NSW with my wife and three daughters.
From as far back as I can remember, I’ve always had an interest in saving and investing. After studying accounting, I reached the conclusion that there is more to life than numbers, and found my way into the world of financial planning and money management. I’m more interested in where people are headed and why, than tax schedules and depreciation reports.
I've been a financial advisor since 2006, helping families and business owners clarify what’s important to them, sort out their finances, and make the most of their money.
Tailored financial advice and planning for your life goals
Financial planning for your future can feel overwhelming. With so many options and decisions to make, managing your finances while striving to get ahead can consume a lot of your time. Whether you’re adept at managing budgets and investments with spreadsheets, have left your savings or inheritance in the bank losing value to inflation, or simply have a vision to secure your family’s future, as an experienced financial planner, I'm here to help.
I’ll design a personalised strategy to grow your wealth, reduce your taxes, and secure your financial future - all without confusing industry jargon or selling you unnecessary products.
With years of expertise, I provide financial advice focused on your success. We offer comprehensive guidance in areas such as investing, property, retirement planning, estate planning, tax strategies, insurance, and superannuation. We specialise in holistic plans that cover every aspect of your financial life, ensuring that all elements work together to help you reach your goals.
We believe financial advice is for everyone. If you’re unsure, ask yourself if you’ve ever:
- Wanted a clear understanding of your personal financial situation
- Needed expert guidance on managing your superannuation or assets
- Wanted to explore and learn more about your investment options
- Dreamed of owning an investment property
- Wondered if you’ll have enough to retire comfortably
- Felt like your money could be working harder for you
The Right Financial Advice for You
Book your free, no-obligation Discovery call with me – available online or over the phone. I’ll help you assess your financial needs and provide you with options on how you may be able to achieve your most important financial goals. From there, it’s entirely up to you whether you’d like us to develop a comprehensive plan and support you in bringing it to life.
A well-structured financial plan, combined with the ongoing expertise of an experienced financial advisor, provides a clear and stress-free path to financial success.
Your financial success is often shaped by the everyday choices you make. With the expert guidance of Intentional Wealth, you’ll benefit from years of experience and industry knowledge, ensuring you’re supported every step of the way.
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.
I’m still amazed at how much we’ve saved by keeping our plan in sight, and regularly catching up with Leon to make sure we’re on track.
We would strongly recommend Leon to anyone.
Glenn and Laura – Head of business intelligence (ASX listed company) and small business owner with a young 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.