Financial Planner Newcastle

Personalised financial advice for Newcastle individuals, families & professionals

At Intentional Wealth, we provide tailored financial planning services to clients across Newcastle and the Hunter Region.

Whether you’re preparing for retirement, growing your investments, or simply want to feel more confident about your money, we’re here to help you make smart, informed decisions — without the jargon or sales pressure.

Based in Maitland, we regularly work with clients from across Newcastle, including suburbs like Charlestown, Merewether, Kotara, New Lambton, and Wallsend. If you’re looking for an experienced, down-to-earth financial adviser who puts your interests first, you’re in the right place.

Financial Advice Built Around You

We work with a select number of clients to provide the time, care, and personalised guidance you deserve. Our services include:

Wealth Creation & Investing

Develop a personalised investment strategy to grow your wealth over time.

Superannuation & SMSFs

Make the most of your super with smart contribution strategies and expert fund advice.

Retirement Planning

Create a clear, flexible plan to ensure your savings last and support your ideal lifestyle.

Wealth Protection

Safeguard your income and your family with tailored insurance advice.

All advice is clear, transparent, and focused entirely on your goals.

Why Newcastle Clients Work With Us

Trusted, long-term relationships built on honesty and transparency
Clear, jargon-free explanations of complex financial matters
Strategic, tax-effective planning tailored to your life stage
No sales targets — just advice in your best interests

Whether you’re a busy professional, a business owner, or preparing for retirement, we help clients across Newcastle feel more in control of their financial future.

Newcastle Client Stories

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.

Glenn and Laura, Newcastle

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.

Greg and Bev, Newcastle NSW

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.

Sue, Newcastle NSW

Book Your Free Initial Consultation

The first step is a no-obligation, 30-minute consultation — either via phone, or video call. We’ll get to know your goals, explain how we can help, and outline the next steps.

Or call us on (02) 4933 2364

Book Now

FAQs

Not at all. While we’re based in Maitland, we work with clients throughout Newcastle, Lake Macquarie, and across NSW — in person or online.

Yes. Many of our clients are in their 30s to 50s, building wealth and preparing for retirement. The earlier you get advice, the more value it can create over time.

No. We’re a privately owned financial planning business with no ties to banks, super funds, or product issuers. Our role is to provide strategic advice that’s in your best interests — not to push products.