Intergenerational Wealth - Pascoe Vale, Victoria

Address: 16/39 Essex St, Pascoe Vale VIC 3044, Australia.
Phone: 397467643.
Website: igwealth.com.au
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 43 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Intergenerational Wealth

Intergenerational Wealth 16/39 Essex St, Pascoe Vale VIC 3044, Australia

☎️397467643

⏰ Open Hours of Intergenerational Wealth

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

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Intergenerational Wealth Solutions at 16/39 Essex St, Pascoe Vale VIC 3044, Australia

Intergenerational Wealth is a leading financial planning company located at 16/39 Essex St, Pascoe Vale VIC 3044, Australia. With years of experience in helping clients build and maintain their wealth across generations, Intergenerational Wealth offers personalized financial planning services to meet the unique needs of each client. Their specialties include financial planning, investment management, and wealth preservation strategies.

The company is committed to providing high-quality, personalized service to their clients. They understand the importance of financial planning and the impact it can have on future generations. Their team of experienced financial planners work closely with clients to develop customized financial plans that align with their goals and values.

Specialties and Services

Financial planning tailored to individual needs and goals
Investment management strategies
Wealth preservation and transfer strategies

Additional Services and Features

Online appointments available
Onsite services provided
Wheelchair accessible entrance and parking
Wheelchair accessible restroom facilities
LGBTQ+ friendly environment
Appointment required for all services
Appointments are recommended

Testimonials and Reviews

Intergenerational Wealth has received numerous positive reviews from satisfied clients. One recent testimonial highlights the exceptional service provided by financial planner Joe:

"I recently had the pleasure of working with Joe as my financial planner, and I couldn't be happier with the experience. Joe is incredibly knowledgeable and took the time to understand my goals and concerns. He provided clear, actionable advice and tailored a plan that fits my needs perfectly. His communication is excellent. I highly recommend Joe to anyone looking for a skilled financial planner"

With an average rating of 4.9/5 based on 43 reviews on Google My Business, Intergenerational Wealth is well-regarded in the financial planning community. Clients appreciate the personalized service, expertise, and results-oriented approach of the company.

Contact Information

For more information about Intergenerational Wealth or to schedule an appointment, please contact:

Address: 16/39 Essex St, Pascoe Vale VIC 3044, Australia
Phone: 397467643
Website: igwealth.com.au

Intergenerational Wealth is dedicated to helping clients build and maintain their wealth for generations to come. With their expertise and personalized service, they are an excellent choice for anyone looking to secure their financial future.

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👍 Reviews of Intergenerational Wealth

Intergenerational Wealth - Pascoe Vale, Victoria

Samba D.

5/5

I recently had the pleasure of working with Joe as my financial planner, and I couldn't be happier with the experience. Joe is incredibly knowledgeable and took the time to understand my goals and concerns. He provided clear, actionable advice and tailored a plan that fits my needs perfectly. His communication is excellent. I highly recommend Joe to anyone looking for a skilled financial planner!

gary P.

5/5

We had the pleasure of working with Emilio as our financial planner, and couldn't be more satisfied! From our very first meeting, he took the time to understand our financial goals and concerns. Emilio is incredibly knowledgeable, patient, and has a knack for explaining complex concepts in a way that’s easy to understand.

He created a customized financial plan that truly fits our needs, and we appreciate how he regularly checks in to ensure we are on track. His proactive approach and dedication to his clients really set him apart. We feel more confident about our financial future thanks to Emilio. Highly recommend him to anyone looking for a trustworthy and skilled financial planner!

Christine C.

5/5

We had an exceptional experience with Emilio. His expertise and personalized approach made all the difference in our financial journey. Emilio made the time to meet us and understood our plans and helped us to achieve what we needed to do. Communication was excellent, and we felt supported every step of the way. I highly recommend their services to anyone looking to secure their financial future!

Steve S.

5/5

We had a great experience with Intergenerational Wealth. The customer service was outstanding, and the product was exactly what we were looking for.
We were both impressed with the quality of product we received, without Damien’s clear understanding and explanation of the benefits that we can access we would be none the wiser and our retirement would look nothing like what it is going to be now.
Damien explains clearly and gives you options on the best way to invest your money on your way to retirement.

We would strongly suggest speaking with Intergenerational Wealth as we cannot be happier.

Steve and Annette

Glenda L.

5/5

My Financial Planner, Tania Hudson has provided me with very sound financial advise now for several years. During that time my dealings with her have shown that she is friendly, open and in my opinion her information has been honest and transparent. She provided valuable assistance when I needed to move my Superannuation Policy after being redundant and her help and guidance helped me through an extremely stressful time.

She is flexible when it comes to meeting locations which suit both of us. My relationship with Tania started when she was with the ANZ Bank and has continued in her current position. I have even recommended her services to one of my friends.

Anthony T.

5/5

Our dealings over the past 8 years with Emilio and the staff at Intergenerational Wealth has been very positive and reassuring for us in retirement. The advice and continued support we receive makes our financial situation comfortable and worry free. We have no hesitation in recommending Emilio and his team to family and friends.

Anne R.

5/5

Working with Tania at Intergovernmental Wealth has been a Godsend for me. She understand my needs and my concerns.
She is knowledgeable, professional and very patient with multiple questions from me. I feel very confident to rely on her expertise.
Nothing is too much trouble and she always responds very quickly to any questions or concerns I may have. Her explanations and advice are always well considered and very clear. Importantly through her advice I have a more secure future in retirement than I would have had otherwise.

Garry C.

5/5

Joe has been the utmost professional with both myself and my wife. He has been polite, professional, reliable and very trustworthy, which are the qualities we look for in people, particularly my Financial Adviser. I have confidence that Joe has our best interest at heart and I have and would gladly recommend Joe and the Team at Intergenerational Wealth to friends & family if asked.