Intergenerational Wealth 39 Essex Street, Pascoe Vale, Victoria 3044

Intergenerational Wealth is a leading financial institution located in Pascoe Vale, Australia. As an establishment focused on finance, we are dedicated to providing tailored financial advice to guide Australians towards their financial goals and objectives. Whether you are looking to create wealth, plan for retirement, protect your family, or minimize taxes, our comprehensive financial planning services are designed to give you peace-of-mind and confidence in your financial future.

At Intergenerational Wealth, we cater to both individuals and businesses, offering a wide range of financial services. Our team of experts ensures that we optimize your net result through tax-effective strategies and asset protection. Our services include investment strategies, insurance, superannuation, SMSF, retirement planning, business financial services, and personal financial services.

We understand that taking the first step towards financial planning can be daunting, which is why we offer a no-obligation fact-finding mission during our initial meeting. By the end of this meeting, you will have a clear understanding of how Intergenerational Wealth can help you achieve your financial goals and objectives.

With years of experience, our team at Intergenerational Wealth has helped thousands of Australians achieve their retirement goals. We not only assist in maximizing government entitlements and recommending appropriate retirement solutions but also plan for future generations through estate planning considerations.

When it comes to payment, we offer a transparent fee-for-advice structure for investment, superannuation, and retirement planning advice. For personal and business insurances, we are paid a commission directly from the insurance company. Our unbiased approach ensures that we recommend the right insurance plan for your individual needs.

We believe in providing ongoing advice to keep you informed about the ever-changing financial landscape, legislation, and economic changes. Our dedicated and enthusiastic team of advisers is always ready to assist you and ensure that you get the optimum results.

Don't just take our word for it, here are some testimonials from our satisfied clients:

- "The service that Emilio has provided to me and my family is excellent. He structured our super to provide the best benefits possible and took care of all the paperwork. Emilio is not only a fantastic Financial Planner but also a very nice and genuine person. I highly recommend him." - Satisfied Client

- "Emilio has assisted us with everything from Centrelink requirements to insurance cover. He explains everything in layman's terms and is always just a phone call away. We trust him with our lives, not just our money!" - Satisfied Client

- "After discouraging meetings with other financial planners, we reached out to Intergenerational Wealth and found their professionalism and client dedication to be exceptional. They are always available to answer any questions and making well-informed financial decisions is clearly a priority for their team. We are extremely thankful for all their help." - Satisfied Client

If you are ready to take control of your financial future, speak to one of our financial advisers or arrange a no-obligation meeting by submitting your details on our website. We can even arrange a home visit outside of normal business hours.

For over a decade, Intergenerational Wealth and our group of companies have helped thousands of Australians work towards their life goals by getting their financial circumstances in order. Our mission is to build sustainable wealth for generations to come.