Brand profile · Financial Services

Intergenerational Wealth | Financial Planning - Superannuation - Retirement - Insurance - Investment

Melbounre, Victoria-based Intergenerational Wealth operates in Financial Services. It is privately held, and its site is igwealth.com.au. It holds three addresses on record, all in Australia. Headcount on record is 12. Its work is tagged financial planning, retirement planning and succession planning. It is listed alongside six similar brands, mostly in Financial Services.

igwealth.com.au LinkedIn

Profile live Privately Held Founded 2015 1 office country
Counted staff
12
self-reported 11–50 band
Founded
2015
11 years
Legal entities
None matched
Office countries
1
3 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

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, minimizing tax, maximizing Centrelink entitlements and much 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.

Services Include:

Financial Planning | Insurance | Investment | Retirement | Superannuation | Business Financial Services | Capital Gains Tax Planning | Small Business Rollover Concessions | Retirement Planning | Shareholder Insurance | Business Succession, Keyperson Insurance | Estate Planning | Buy/Sell Agreements | Business Debt Redemption | Personal Financial Services

Specialties

All 14 specialties
  • Financial Planning
  • Insurance
  • Retirement Planning
  • Superannuation
  • Business Financial Services
  • Capital Gains Tax Planning
  • Small Business Rollover Concessions
  • Shareholder Insurance
  • Keyperson Insurance
  • Estate Planning
  • Buy/Sell Agreements
  • Succession Planning
  • Contested Wills
  • Estate Planning Considerations

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AU16/39 Essex Street; Pascoe Vale; Melbounre, Victoria 3044Primary
  • AU162 Macquarie St; Ground; Hobart, Tasmania 7000
  • AU12/10 Graham St; Melton, Victoria 3337

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Spending power

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Signals & hiring

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Financials

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at this brand?

12 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does this brand have offices?

Three addresses on record, Australia only. Primary: 16/39 Essex Street, Pascoe Vale, Melbounre, Victoria 3044.

Has this brand raised funding?

None linked to this brand.

What does this brand list as its specialties?

14 tags on the brand's own list, among them financial planning, retirement planning and succession planning.

Which companies are listed alongside this brand?

Six peer profiles on record: Strategic Financial Solutions and Australian Financial Complaints Authority.

What is this brand's website?

igwealth.com.au