Intentional Wealth

Intentional Wealth is a financial advisory firm based in Maitland, serving Newcastle and the Hunter Region. Leon is the founder and financial adviser of Intentional Wealth, and has over 20 years of experience as a financial adviser. The firm works with a select group of clients to provide personalised attention. The main services offered include retirement planning, wealth creation and investing, wealth protection, superannuation, and SMSF.

People preparing for retirement or sorting out their superannuation describe Leon as the central figure in their experience with Intentional Wealth, and the feedback from the Maitland practice is consistently warm. Several customers explain that they arrived feeling anxious about managing their finances and found Leon approachable and patient, taking the time to understand individual circumstances before offering any direction. A recurring point is his ability to explain plans and fee structures in plain language, with questions welcomed and answered thoroughly rather than rushed.

Long-standing clients speak of a relationship built over many years, describing his work as outstanding and his manner as non-judgemental, which has kept them returning for advice on their financial independence. Being available to assist with enquiries and adjustments is another theme, alongside a perception of professionalism, knowledge and value for money. The security clients feel about their financial wellbeing after these conversations comes through repeatedly, as does the confidence that their circumstances are being considered carefully. Many note that Leon listens closely and tailors his explanations to the situation at hand.