Intergenerational Wealth | Financial Planning - Superannuation - Retirement - Insurance - Investment
Financial Services • 
Melbourne, Victoria, Australia • 11-20 Employees
Company overview
| Headquarters | 16/39 Essex Street, Pascoe Vale, Melbounre, Victoria 3044, AU |
| Phone number | +61397467643 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Succession Planning, Superannuation, Retirement Planning, Insurance, Financial Planning, Estate Planning, Buy/Sell Agreements, Business Financial Services, Capital Gains Tax Planning, Keyperson Insurance, Contested Wills, Estate Planning Considerations, Shareholder Insurance, Small Business Rollover Concessions |
| Founded | 2015 |
| Employees | 11-20 |
| Socials |
Key Contacts at Intergenerational Wealth | Financial Planning - Superannuation - Retirement - Insurance - Investment
Emilio Bangit
Founder/Financial Planner
Joseph Scarmozzino
Director And Certified Financial Planner
Damien Basile
Director And Financial Planner
Dean Agresta
Director And Financial Planner
Intergenerational Wealth | Financial Planning - Superannuation - Retirement - Insurance - Investment Email Formats
Intergenerational Wealth | Financial Planning - Superannuation - Retirement - Insurance - Investment uses 2 email formats. The most common is {first name} (e.g., john@igwealth.com.au), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@igwealth.com.au | 62.5% |
{first initial} | j@igwealth.com.au | 37.5% |
About Intergenerational Wealth | Financial Planning - Superannuation - Retirement - Insurance - Investment
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
Intergenerational Wealth | Financial Planning - Superannuation - Retirement - Insurance - Investment revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Intergenerational Wealth | Financial Planning - Superannuation - Retirement - Insurance - Investment has 6 employees across 1 departments.
Departments
Number of employees
Funding Data
Intergenerational Wealth | Financial Planning - Superannuation - Retirement - Insurance - Investment has never raised funding before.
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