Intergen Private Wealth
Information by Research TrustFinance
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.
South Africa
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial