Our superannuation offer covers personal super, business super and self-managed super funds (SMSFs). Our extensive range of personal super investment solutions includes a protection option that will provide you and your family comfort during times of high market volatility. Read More
In the years leading up to retirement, your focus will probably shift away from the day to day financial matters, such as paying off your mortgage, to thinking about your retirement.Retirement is about simplifying complex issues such as Centrelink, superannuation and income streams, to live the retirement you deserve. Read More
Wealth Protection and Insurances With every good financial plan there should be cover in place to protect the assets and wealth that you have worked hard to build for your family over time. We at Intergenerational Wealth Wealth have a range of individual insurance products that help you protect you and your family from life’s unexpected events. Read More
What we Offer
Our comprehensive financial planning services ensures our clients have the peace-of-mind of controlling their current financial position and confidence in what their future will encompass. We help to guide our clients to achieve financial freedom.
Intergenerational Wealth We provide tailored financial advice aimed to guide Australians towards their financial goals and objectives. These objectives range from a broad range and often include wealth creation plans, providing for retirement, protecting the family, estate planning, minimising tax, maximising Centrelink entitlements and many more. Our comprehensive financial planning services ensure our clients have the peace-of-mind of controlling their current financial position, and confidence in what their future will encompass. We help to guide our clients to achieve financial freedom.
Frequently Asked Questions
What kind of financial advice do you give?
We provide financial services for both individuals and businesses. We ensure that for all structures we aim to optimise your net result through tax effective strategies and asset protection. Services Include Investment Strategies, Insurance, Superannuation, SMSF, Retirement Planning, Business Financial Services and Personal Financial Services
Is the first meeting no obligation?
Yes the first meeting is a no obligation fact finding mission for both Intergenerational Wealth and yourself. At the end of your first meeting you will have a good grasp on how Intergenerational Wealth will achieve your financial goals and objectives.
How would I go about planning for my retirement?
Our team at Intergenerational Wealth has helped thousands of Australians achieve their retirement goals. We ensure that we achieve the optimal outcome by assisting in maximising government entitlements and recommending the most appropriate retirement solutions. Furthermore we also help plan for future generations by discussing Estate Planning considerations.
How is payment structured?
We offer a transparent fee for advice payment structure when providing investment, superannuation and Retirement planning advice. With personal and Business Insurances we are paid a commission directly from the insurance company. Our 9 providers provide a similar commission structure therefore we do not have any bias towards who we recommend. We have a proven track record in recommending the right insurance plan for your individual needs.
Do you provide ongoing advice?
We sure do! At Intergenerational Wealth we believe it is imperative that you receive ongoing advice to keep abreast of the forever changing landscape to your situation along with constant legislation and economic changes.
We have provided decades of expert financial advice.
Dedicated, enthusiastic team of advisers are always here to help.
Our financial specialists ensure you get the optimum results.
Here’s what just some of our clients have said
“The service that Emilio has provided to me and my family is excellent. Through reviewing our super, he was able to structure it to provide the best benefits possible, which we weren’t aware of previously. He even took care of all the paperwork for us! Emilio is not only a fantastic Financial Planner, he is also a very nice and genuine person. He has been there for us the whole time we have been clients, and he responds to our questions and concerns straight away. He also helped our son to secure his family’s financial future, ensuring that he had one less worry during what was a very difficult time. I would highly recommend Emilio to anyone.”
Peter & Sharen D – clients since 2012
“We would have no hesitation in recommending Emilio to anyone. He is always very helpful, and provides exceptional service. Emilio is always looking out for us. When there are any changes in the market, he will call us with updates on our funds, and provide options and recommendations for the best way forward. He is a trustworthy and honest person, and we are very happy with the service he has provided.”
Bryan & Beverley L – Clients since 2008
“We would highly recommend Emilio to anyone. He has assisted us with everything from Centrelink requirements and paperwork, to ensuring we have the right insurance cover in place. He explains everything in layman’s terms, and makes things easy to understand. We would trust him with our lives, not just our money! We have recommended him to many friends, and will continue to do so. We are very happy with the service he has provided to us. Nothing is too much trouble for him, and he is always just a phone call away!”
Stefano & Mary N – Clients since 2010
“Emilio and the team’s advice and support is first class. After several discouraging meetings with different financial planners who seemed to focus on selling products and not how to achieve our family’s long term financial goals. Fortunately for us, a friend recommended we reach out to Intergenerational Wealth. Emilio’s professionalism and client dedication was evident from the first meeting. They are always available to answer any questions no matter how trivial they may seem and making well-informed financial decisions is clearly a priority for their team. We are extremely thankful for all their help and look forward to a bright future.”
Jean & Jeryl C – Clients since 2008
Start your no obligation meeting by simply speaking to one of our financial professionals on (03) 9746 7643 or submit your details and we’ll be in touch shortly. We can also arrange a home visit outside of normal business hours.