Intend Financial is a boutique financial advisory group formed by the merger of three successful firms: Moran Wealth, Beleura Wealth, and McArthur Financial. Founded in 2021 by John Moran, Ben Buchanan, and Zach McArthur, the business is dedicated to helping clients achieve a more fulfilled life by taking a holistic approach to financial planning. Their philosophy centers around the belief that finances are just one aspect of a balanced life, and they strive to guide clients in making intentional decisions across all areas of life, including investments, health, family, and career.
With offices in Launceston, Mornington, and Robina, Intend Financial offers comprehensive and highly personalized financial advice to Australian residents. Their team of financial planning specialists is committed to connecting clients with a wide range of professional, personal, and wellbeing services through their trusted referral network. By understanding each client’s unique goals and values, Intend Financial aims to help individuals navigate life’s unpredictable journey while staying on track towards success, whatever that may look like for each individual.
At Intend Financial, relationships are at the core of their business approach. The team values knowing, understanding, and respecting both colleagues and clients, fostering a culture of balance and personal growth. By encouraging each team member to pursue what they enjoy and live their best life, Intend Financial embodies the idea that true success is different for everyone. Through their commitment to acting with intent in all aspects of life, the business seeks to revolutionize traditional financial planning and empower clients to achieve everything they desire.