Ask Leon

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.

Retirement Income Strategies: The Smart Way to Use Your Super

When you retire and gain access to your superannuation, you face an important decision: how to use your savings to fund your retirement. The right choice depends on your financial situation, lifestyle goals, and long-term needs. You generally have four main options:...
Why it pays to review your cover

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

read more
The science behind why we need life insurance

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

read more
Office update: COVID-19

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.

read more
How do you measure up?

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.

read more
Saving or investing: what’s more important?

Saving or investing: what’s more important?

Planning for your financial future can sometimes seem almost as long and daunting as a marathon. The trick to staying on track is understanding the importance of saving – whether it’s your strength for the race, or your money for the future.

read more
Father-of-one says he “struggles” on $300K

Father-of-one says he “struggles” on $300K

Phil, a 31-year-old IT sales and development manager says “life would be impossible” on anything less than his $300,000 annual income. Earning more than three times the national average, it’s hard to feel sorry for Phil … but his story is more common than you might think.

read more
Spending squeeze on home ownership dream

Spending squeeze on home ownership dream

The road to owning your own home used to be a relatively straightforward one. However with recent changes to the way banks assess a borrower’s ability to service home loan repayments, your borrowing capacity may have dropped by up to 40%.

read more

Ask A Question