8am-6pm

Monday to
Friday

L1, 6/8 Eddy St

Moonee Ponds
VIC, 3039

Office Ph:

8am-6pm

Monday to
Friday

L1, 6/8 Eddy St

Moonee Ponds
VIC, 3039

Office Ph:

Intergenerational Wealth

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Intergeneration Wealth

For over a decade, our group of companies has collectively
helped thousands of Australians work towards their chosen
life goals by getting their financial circumstances in order.
We provide tailored financial advice aimed to guide Australians
towards their financial goals and objectives.

Our Services
Contact Us Today
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Financial Planning

We bring decades of proven industry expertise
in driving our trusted advice and transparent approach

Our Services
Contact Us Today
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Insurance Services

We offer a tailored risk insurance plan to cover each
individual's specific lifestyle goals.Whether it be paying
off debt, covering your child’s school fees or protecting
your family’s income we will tailor the risk plan to suit you.

Our Services
Contact Us Today
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Retirement Planning Services

Our friendly staffs specialises in Retirement planning
and ensures that you get the most out of your hard
earned retirement savings and Government
entitlements.

Our Services
Contact Us Today
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Investment & Wealth Creation

We have proven long-term Wealth Creation models
and provide ongoing advice to ensure you do not
make short-term rash decisions

Our Services
Contact Us Today
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Superannuation Services

At Intergenerational Wealth we have flexible super
solutions to meet your retirement goals. Our
superannuation offer covers personal super, business
super and self-managed super funds (SMSFs).

Our Services
Contact Us Today

Superannuation

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

Retirement

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

Insurance

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.

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About Us

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.

For over a decade, the group of companies has collectively helped thousands of Australians just like you

400

Investment Options

47

Years of experience

9

Insurance Company Options

Why Choose Us?

Experienced

We have provided over a decade of expert financial advice.

Vibrant

Dedicated, enthusiastic team of advisers are always here to help.

Professional

Our financial specialists ensure you get the optimum results.

Testimonials

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 teams advice and support has been first class, I can’t thank them enough for how they helped our family. We have spoken with several financial planners and they all seemed to focus on selling the products and not have our best interest in mind.
Emilio is always availabe to answer any questions no matter how trival they might seem. The team has always proivided as much information as possible to ensure we are making well informed decisions.
We always recommended them to family and friends.
Well done guys we are looking forward to a bright future.”

Jean & Jeryl C – Clients since 2008

Our Partners & Associations

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