Melton Financial Planning
Located in the heart of Melton’s bustling shopping hub, parallel to High Street. Intergenerational Wealth provides 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.
We are excited to announce the acquisition of RI Melton. If you are in the area feel free to join us for a coffee at 85 Unitt Street Melton. We will be retaining all the friendly staff in Julie McCallum a certified financial planner who has been advising for 25 years, Danni Lowry who has been a Paraplanner/adviser for 17 years and Kristen Baker who has been in financial services for 8 years. They bring a wealth of knowledge and experience to IG Wealth. Welcome on board ladies we look forward to working with you.
If you would you like to speak to one of our financial advisers or arrange a no obligation meeting just submit your details.
Office Hours: 8am – 6pm, Monday to Friday
After hours meetings and home appointments available upon request.
Address: 85 Unitt St, Melton VIC 3337
Phone: (03) 9746 7643