Insurance
The biggest asset you’ll ever have is your ability to earn an income. We will assist you in devising strategies to protect what matters most.
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 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.
Insurance and Wealth Protection Services
Why should you choose Intergenerational Wealth to protect your family?
We understand the things that matter most. Whether it be providing protection to get your children through schooling, protecting your family home or getting you and your partner to retirement, we tailor the cover to meet your and your family’s objectives. We also know the insurance that you require today may not meet your needs for the future.
We ensure that we structure the insurances in the most appropriate manner, so your family will receive the greatest net financial benefit they need it most. Therefore, we will structure your insurances in or outside of superannuation, dependent on your individual and family requirements. Our motto is to offer you a protection plan that is simple, and an effective way of providing you and your family with peace of mind.
Get in touch with one of our financial advisors at (03) 9746 7643, or simply provide your details to schedule a no-obligation meeting, and we’ll reach out to you promptly. Additionally, we offer the option to arrange a home visit outside of regular business hours for your convenience.
Note: Your details are kept strictly confidential as per our Privacy Policy.