Intentional Wealth

Welcome to Intentional Wealth, located at 14 Bulwer Street, Maitland, Australia. As an establishment specializing in finance, we are dedicated to bridging the gap between where you are now and where you want to be financially.

Are you feeling uncertain about your financial future? Do you worry that you might not be maximizing your financial opportunities? At Intentional Wealth, our goal is your financial success. Our team consists of experienced financial planners and money mentors who are passionate about helping you take control of your finances and ultimately, your life.

One area that often gets overlooked is life insurance. If you haven't reviewed your policy recently, you may not be getting the best value from it. We encourage you to ask yourself some important questions to ensure you are making the most of your life insurance coverage. Remember, being intentional about your finances can lead to better outcomes.

At Intentional Wealth, we understand that markets around the world have a history of rewarding investors, even during times of economic slowdown. We believe in taking a proactive approach to investing, and our experienced team can guide you through the ups and downs of the market, helping you make informed decisions to grow your wealth.

Imagine what you could achieve if you didn't have any loan repayments holding you back. At Intentional Wealth, we believe in helping you become debt-free and financially independent. Our experts can assist you in creating a plan to pay off your debts efficiently, allowing you to focus on building wealth and achieving your goals.

When it comes to working with a financial advisor, it's essential to find someone who truly understands your needs and goals. Leon, our dedicated financial advisor, has exceeded the expectations of many clients. He takes the time to get to know each individual, ensuring that not only their financial goals but also their comfort levels are well understood. Leon provides regular updates and is always available to answer any questions or explain various options within your portfolio. His personalized service has left many clients more than pleased, and they highly recommend him.

If you want to make the most of your hard-earned money but aren't sure where to start, Intentional Wealth is here to help. Our team of financial experts is ready to assist you in creating a comprehensive financial plan tailored to your unique circumstances and goals. Take the first step towards financial success and contact us today.