Financial Planning

Intergenerational Wealth provides 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.

With every good financial plan, a thorough discussion and recommendation to protect assets and family is required. At Intergenerational Wealth, we are well versed to provide protection advice on an individual and corporate level.

Our focus is on sustained long-term wealth creation strategies to meet individual and business needs.

A personalized strategy for each of your life goals.

Investing for a purpose

A tailored plan to achieve a specific goal such as a deposit for a home, child’s tuition fees or providing an income after being made redundant.

Building Wealth

Implementing long-term strategies to build sustainable wealth such as gearing, regular savings plan and structuring so you save tax effectively.


Our speciality is to design a retirement plan to ensure you live the retirement that you deserve.

Speak to one of our financial advisers by calling (03) 9746 7643 or arrange a no obligation meeting just submit your details and we’ll be in touch shortly. We can also arrange a home visit outside of normal business hours.

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