Intended Wealth Pty Ltd

I spent over six years at the public trustees and saw some of the worst examples of what should not go wrong went down that path. This was partly because the public trustee is appointed as financial manager of last resort.

After seeing how financial situations were improved, through a systematic approach and process helping retirees apply financial Truths, I am convinced how practical & holistic financial strategies that tells the Truth – professionals know about – can help retirees (due to age or disability) gain more benefits, pay less tax, and most importantly become more hopeful about their financial future.

So, why wait when you can benefit now? And this is why Intended Wealth has been established to help retirees (and their families) gain the benefits of practical holistic financial help and exchange their financial anxiety for more quality time with loved ones around them – leaving what they don’t know or don’t want to spend time worrying about to professionals with the relevant skills and experience to assist.

We specialise in helping two categories of clients.

For retirees and their families, we help them understand the Truths about how they can retire with more confidence, how to be Centrelink friendly, afford the quality aged care they want – at home or in a facility, reduce future taxes, and put in place legal instructions to ensure that your family don’t end up in court – potentially diverting thousands in benefits, reduced tax, and lower legal fees into your retirement pot and for the generations after you.

For those told or think “I don’t have enough assets to see a financial planner”. We believe everyone starts small. As long as you are willing to put in the required effort, we will help you understand & act upon financial Truths – professionals know about – when accumulating wealth. Strategies that will protect critical assets, help the family recover faster from potential crisis (financial and health), pay less interest on debts/loan/mortgage, access available benefits, grow assets faster and safer, legally reduce tax bills, and ensure survivors gets what they need to move on. We do it in a cost effective setting and will not charge you for more than the sum of your benefits plus traps you avoid.

Our clients pay a fee-for-service for our financial planning services. This means that we do not take commission from investments or life insurances entered into through our services, so that we can focus on providing you with smarter financial strategies that will be helpful, practical, and beneficial – potentially diverting tens of thousands of dollars in commissions and taxes into your money pot over the long term.

Ah, I see the doubt over your face as we say long term. Well, according to “Life Tables, States, Territories and Australia, 2011-2013”, a 65 years old Australian of average health has potential future years of 19.2 for a male and 22.1 for a female. Remember this number only represents the years where 50% of the 65 years old group who may not be here by then, which also means that the remaining 50% will most likely exceed those years! And if you still don’t believe we will live longer than our forebears, just read the news about new medical advances around us.

We are here not just for the next 30 days. We want to be here for the next 300 months, helping you fine-tune effective strategies in response to changes made by both current and future governments.

When we provide you with a holistic financial planning service, we promise that your interest will always come before our business objectives (our Client's Best Interest Guarantee to you). If you act upon our recommendations and our fees is not less than your enhanced financial position – (potentially more benefits, less tax, growing savings faster, paying less interests, and avoid costly legal bills) – we will refund 100% of your fees. We are confident.

We will also honestly tell you if “what you want” is not realistic without any sacrifice. Having said that, we will also provide you options on how you could possibly move closer to it. And we will work out together on an option that is more practical for you.

We will encourage you along the journey by casting brighter hope for the future and how you can cultivate deeper love for your family, not with the usual tactics of fear/doom/gloom because we believe fear based motivation is never healthy nor sustainable for the marathon. And we will celebrate milestones with you and your family.

As you know from above, we only specialise in certain areas of financial planning service. As such, when we are unable to provide services you require, we will refer you to other experts and may work in tandem with them to provide better outcome for you. We don’t believe in dabbling into areas we are not familiar with, just like how your GP will ask you to see a specialist for your heart issues and not attempt an operation on you. We are likewise.

Please contact us if you believe we hold similar values as you do. We will assist you where we can and refer you to other experts where we are unable to.


General Advice Warning
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Any information or advice contained on the 'Intended Wealth Pty Ltd' Facebook page, including any information in relation to taxation, is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person.

You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should also consider the appropriate Product Disclosure Statement (PDS) before making any decision to acquire a product.

While reasonable care has been exercised, neither Millennium3, Intended Wealth Pty Ltd, nor its employees, Authorised Representatives or agents shall be liable for any loss or damage suffered.

Intended Wealth Pty Ltd, is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd. ABN 61 094 529 987 Australian Financial Services Licensee — Licence Number 244252. For Financial Services Products only.

Intended Wealth Pty Ltd is a registered Tax (Financial) Adviser (TPB Reg No. 25395094) with the Tax Practitioner Board

Please email us for a copy of our financial services guide