Intentional Wealth - Maitland, New South Wales
Address: Suite 2, Level 1/14 Bulwer St, Maitland NSW 2320, Australia.
Phone: 249332364.
Website: intentionalwealth.com.au
Specialties: Financial consultant, Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Intentional Wealth
⏰ Open Hours of Intentional Wealth
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Intentional Wealth: A Trusted Financial Partner
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Intentional Wealth is a dedicated financial consulting and financial planning firm located in Maitland, New South Wales, Australia. Situated at Address: Suite 2, Level 1/14 Bulwer St, Maitland NSW 2320, the firm offers comprehensive financial solutions designed to help individuals and families achieve their long-term goals. With a strong emphasis on personalized service and a commitment to client success, Intentional Wealth has cultivated a reputation for reliability and expertise.
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About Intentional Wealth
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At its core, Intentional Wealth operates on the principle of intentional wealth â a proactive and deliberate approach to managing finances to build a secure and prosperous future. The firm recognizes that financial planning isnât simply about saving and investing; itâs about aligning financial strategies with a clientâs values, lifestyle, and aspirations. Leon, the principal consultant, brings a wealth of experience and a genuine passion for helping clients navigate the complexities of the financial landscape. He focuses not just on providing advice, but on fostering a collaborative partnership built on trust and open communication.
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Services Offered
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- Retirement Planning: Intentional Wealth specializes in crafting robust retirement strategies, ensuring clients can comfortably enjoy their later years.
- Investment Management: A diverse range of investment options are carefully tailored to individual risk profiles and financial objectives.
- Financial Goal Setting: The firm assists clients in defining clear, measurable, achievable, relevant, and time-bound (SMART) financial goals.
- Estate Planning: Strategic estate planning is offered to safeguard assets and provide peace of mind for families.
- Superannuation Advice: Expert guidance on navigating the superannuation system is provided, maximizing contributions and benefits.
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Beyond these core services, Intentional Wealth offers a flexible approach, adapting its strategies to meet the unique needs of each client. They understand that every individualâs situation is different, and a one-size-fits-all approach simply doesnât work.
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Location and Accessibility
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The firmâs physical location at Phone: 249332364. Website: intentionalwealth.com.au provides convenient access for clients in Maitland and surrounding areas. Furthermore, Intentional Wealth embraces modern convenience by offering Online appointments, allowing clients to connect remotely. For those who prefer in-person consultations, On-site services are readily available. Accessibility is a priority, with a Wheelchair-accessible car park and a Wheelchair-accessible toilet on-site.
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Client Feedback and Reputation
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Clients consistently praise Intentional Wealth's approachable nature and dedication to their clients' well-being. The company has garnered a strong Average opinion: 5/5 rating on Google My Business, reflecting the overwhelmingly positive feedback received. Many clients highlight Leonâs proactive communication and his ability to simplify complex financial matters. His commitment to building long-term relationships is evident, with clients frequently citing his trustworthiness and expertise. The firmâs dedication to providing a seamless experience, from initial consultation to ongoing support, contributes significantly to its success. Itâs clear that Financial consultant and Financial planner are not just titles, but reflect a genuine commitment to client success and building a secure future. The firmâs responsiveness and willingness to go the extra mile are frequently mentioned in client testimonials, further solidifying its reputation for exceptional service. A significant number of clients appreciate the proactive approach offered, demonstrating a clear understanding of their financial needs and aspirations. The ease of scheduling appointments, both online and in person, is also consistently valued.
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Recommendations
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To ensure optimal service, Appointments recommended. Contacting Intentional Wealth to schedule a consultation allows for a thorough assessment of individual circumstances and the development of a tailored financial plan. The team is committed to providing clear, concise advice and empowering clients to take control of their financial futures. The firmâs dedication to ongoing support and regular reviews ensures that financial plans remain aligned with evolving goals and circumstances.
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"summary": "Intentional Wealth is a highly-rated financial consulting firm in Maitland, Australia, offering personalized financial planning and investment management services focused on building long-term financial security and independence.",
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👍 Reviews of Intentional Wealth
