Ask Leon
Ask Leon is where I answer your financial planning and money questions.
Check out our latest articles where I answer your questions or if I have not covered a topic you are interested in, be sure to ask a question from my form below.
Managing New Wealth and Inheritance: Top 10 Steps for Australians
by Leon Jones Receiving a financial windfall or inheritance can be overwhelming, but it doesn’t have to be. This guide will help you navigate the complexities and make informed decisions to secure your financial future. Get Professional Help Why It Matters: Financial...
14 Superannuation and Tax Strategies You Need to Know
By Leon Jones Superannuation is more than just a retirement nest egg—it's a powerful tool for managing your finances and saving on tax. Here are 14 essential superannuation and tax strategies to help you make the most of your super. Boost Your Spouse’s Super and Save...
Navigating Retirement Challenges: The Value of Financial Advice
If you are 50 or older, you’ve probably started to think about what you want your life to look like in retirement. #GetIntentional
Demystifying Retirement Planning: The Significance of Your Retirement Number
Retirement planning is a significant financial milestone that demands careful consideration and thoughtful preparation. #GetIntentional
Why it pays to review your cover
If you haven’t reviewed your life insurance in a while, you might not be getting the best value from your policy. Here are some questions you should ask yourself. #GetIntentional
Market returns through a century of recessions
Markets around the world have often rewarded investors even when economic activity has slowed. #GetIntentional
Don’t make this big money mistake
What could you achieve if you didn’t have repayments? #GetIntentional
The science behind why we need life insurance
Australians are good at talking ourselves out of life insurance. She’ll be right, right? It turns out there are some scientific reasons why we struggle to engage with life insurance. And this highlights exactly why we need it. #GetIntentional
Office update: COVID-19
Following recent developments around the globe and in Australia, I am taking further precautionary steps to ensure Intentional Wealth continues to operate effectively so that we can continue to be there when you need us. This is to ensure the health and safety of our clients.
How do you measure up?
Superannuation fund returns in the past 12 months have been high, however Australians are failing to properly capitalise on this growth to secure their financial future.