Our philosophy at Intergenerational Wealth is to provide holistic advice to everyday Australians. We pride ourselves on using a transparent fee structure and ongoing service proposition to keep your plan on track and meet your goals. We believe it is paramount to get to know you and your family and to create a financial road map to obtain your family's goals. We believe it is important for the entire family's involvement to create sustainable wealth for generations. A fundamental aspect of this is to implement the correct financial and estate plans. 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, minimizing tax, maximizing Centrelink entitlements and many more.. Our four main areas of focus are helping you and your family to:
- Build Wealth | Through good advice, strategic planning, sound decision making, and some long-term commitment
- Maintain Wealth | We will assist you in devising strategies to protect what matters most.
- Protect Wealth | We have a range of individual insurance products that help you protect you and your family from life’s unexpected events as you continue to work hard to build your assets.
- Manage Wealth | You’ll meet with our team to develop a financial plan. We provide in-depth knowledge and guide you through the financial planning process. We provide financial services for both individuals and businesses.