Intentional Wealth 14 Bulwer Street, Maitland, New South Wales 2320
About the Business
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.
Photos
Location & Phone number
14 Bulwer Street, Maitland, New South Wales 2320, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Really nervous about knowing how to manage our finances including super. We are super geateful leon has been really understanding of my zillion fears and questions and is happy to spend time making sure we understand any changes and fees. We do feel he spends time doing the best he can for our circumstances."
"I’ve never felt better about the security of my financial well-being since I spoke with Leon. I wish everyone had Leon in their corner like I do."
"Leon has put us in a good and comfortable position, leading to our retirement many years from now. Not only does he explain things in simple terms, he is a good listener and is non judgemental as well. Thankyou Leon."
"Intentional worth provide exceptional service, knowledge, professionalism and value for money for your financial advice needs. I highly recommend them."
List of local businesses, places and services in New South Wales
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos