We’re financial planning specialists with a wealth of experience in the industry. Formerly Moran Wealth, Beleura Wealth and McArthur Financial – we’ve joined forces to revolutionise how people think about financial planning.
We want to help you achieve a more fulfilled life and we know that finances are only one part of that. Our referral network includes legal services, marketing consultants, personal trainers, counsellors, general business services, life coaches, philanthropy opportunities, yoga instructors and more.
The principals of Intend Financial, John Moran CFP®, Ben Buchanan CFP®, Zach McArthur CFP® and their team, are excited about how they can help you achieve everything you want in life – because we know that life is bigger than finance.
A new home. Family. A secure future for you and your children. Their education. A sound investment. A comfortable retirement. The dream holiday (that never ends).
Success is different for everyone. And the pathway to success is different too.
And inevitably, while you’re on that path – life happens. It can be crazy… messy… unpredictable… and glorious.
So we’re here to help you stay on track, and achieve success, whatever that may be for you. Our boutique financial advisory group goes beyond the expected. We apply a holistic approach to your needs – not only providing comprehensive and highly personalised financial advice, but also connecting you to a range of professional, personal and wellbeing services through our trusted network.
John Moran CFP®, Ben Buchanan CFP® and Zach McArthur CFP® joined forces to create something truly unique. Together with their team, they are excited about how they can connect with you, and help you connect with everything you want in life.
The Intend Financial team share strong values and embody the idea of balance - all staff are encouraged to do what they enjoy and ‘live their best life’ by finding balance in their work and home lives.
Put simply, it’s all about relationships and knowing, understanding and respecting people, no matter whether they are colleagues or clients.