Overview

Intergen Private Wealth

Information by Research TrustFinance

https://www.intergenpw.com.au/

Intergen Private Wealth is a boutique financial planning and wealth management firm based in Victoria, Australia. The company's mission is to simplify complex financial matters and help clients achieve their lifestyle and financial goals through a structured and disciplined process. They specialize in providing comprehensive advice covering financial planning, investment strategies, superannuation (including Self-Managed Super Funds - SMSFs), and estate planning, focusing on building long-term, intergenerational wealth for their clients. The firm operates as a Corporate Authorised Representative of InterPrac Financial Planning Pty Ltd.

Founded in
South Africa

South Africa


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service