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Intergenerational Wealth

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Pascoe Vale, VIC
Intergenerational Wealth

Intergenerational Wealth provides tailored financial advice aimed to guide Australians towards their financial goals and objectives.

Areas of help include Financial Planning, Insurance, Investment, Retirement, Superannuation, Business & Personal Financial Our Financial Planning Services
You’ll meet with our team to develop a financial plan. We provide in-depth knowledge and guide you through the financial planning process. We provide financial services for both individuals and businesses. We ensure that for all structures we ai

m to optimise your net result through tax effective strategies and asset protection. Financial Planning
You’ll meet with our team to develop a financial plan. Insurance
With every good financial plan, a thorough discussion and recommendations to protect assets and family is provided. We are well versed to provide protection advice on both an individual and corporate level. Investment
Our focus is on sustained long-term wealth creation strategies to meet individual and business needs. Retirement
We help thousands of Australians achieve their retirement goals. We ensure that we achieve the optimal outcome by assisting in maximising Government entitlements and recommending the most appropriate retirement solutions. Superannuation
Superannuation and SMSF’s are arguably one of the most tax effective vehicles for retirement.We cater for individuals and offer corporate superannuation packages. We also provide assistance throughout the entire process. Business Financial Services
We provide financial planning for individuals in businesses. Our key strengths include: Capital Gains Tax Planning; Small Business Rollover Concessions; Superannuation; Retirement Planning; Shareholder Insurance; Business Succession; Keyperson Insurance; Estate Planning; Buy/Sell Agreements; Business Debt Redemption, and the like. Personal Financial Services
We specialise in a large number of areas to meet your individual needs, including: Tax Planning; Superannuation; Retirement; Investments; Estate Planning Considerations; Wealth Creation Asset Protection; Personal Insurances; Debt Management; Budget Management; Cashflow Analysis; and Gearing.

6 Step Process
Simply pick up the phone or send us an email and one of our experienced and professionally qualified financial advisers will work out the best time to speak with you in person. During your initial meeting we will discuss your current financial situation. This becomes your opportunity to do a financial stock take.

23/04/2026

Anzac Day
This Anzac Day we reflect on 110 years since the Gallipoli campaign and commemorate all Australians who have served in times of peace and war.

ANZAC stands for Australian and New Zealand Army Corps.

Anzac Day falls on the 25th of April each year. The 25th of April was officially named Anzac Day in 1916.

On the 25th of April 1915, Australian and New Zealand soldiers formed part of the allied expedition that set out to capture the Gallipoli peninsula. These became known as Anzacs and the pride they took in that name continues to this day.

The Anzacs landed on Gallipoli and met fierce resistance from the Ottoman Turkish defenders. Their plan to knock Türkiye out of the war quickly became a stalemate and the campaign dragged on for eight months.

At the end of 1915, the allied forces were evacuated. Both sides suffered heavy casualties and endured great hardships. Over 8,000 Australian soldiers were killed.

The meaning of Anzac Day today includes the remembrance of all Australians killed in military operations.

https://www.army.gov.au/about-us/history-research/traditions/anzac-day
https://www.awm.gov.au/commemoration/anzac-day
https://anzacportal.dva.gov.au/commemoration/days/anzac-day

09/04/2026

Market movements and review video - April 2026
Stay up to date with what's happened in the Australian economy and markets over the past month.

The escalating war in the Middle East has seen extreme volatility in global markets, particularly in the US.

Brent crude recorded a monthly surge of nearly 70%. It was trading above $115 per barrel by month’s end, its highest level in years. The closure of key shipping routes through the region sent shockwaves through energy markets worldwide.

The ASX 200 experienced a volatile month, driven by geopolitical tension, energy price fears, and inflation concerns. It recorded a decline of around 8% - its worst monthly performance since March 2020, although the index is still higher than it was a year ago.

Click the video below to view our update.

Please get in touch if you’d like assistance with your personal financial situation.

The Intergenerational Wealth Team
“Building sustainable wealth for generations”
Phone: (03) 9746 7643
Email: [email protected]
Visit: www.igwealth.com.au

06/04/2026

Contact us if you have any questions.
The Intergenerational Wealth Team
“Building sustainable wealth for generations”
Phone: (03) 9746 7643
Email: [email protected]
Visit: www.igwealth.com.au

02/04/2026

🌸🐣 Happy Easter! 🐰🌼

Wishing you a joyful Easter filled with love, laughter, and plenty of chocolate! May your day be spent with family, friends, and all the things that make you smile.

Here’s to fresh starts, new beginnings, and a wonderful season ahead.
Happy Easter from our family to yours! 💛

The Intergenerational Wealth Team
“Building sustainable wealth for generations”
Phone: (03) 9746 7643
Email: [email protected]
Visit: www.igwealth.com.au

01/04/2026

We hope you click on the link and enjoy this Autumn edition of Your Personal Wealth an Intergenerational Wealth Newsletter.
In addition to our market update, we look at the impact of interest and inflation rates, how you can make the most of superannuation in your 30s, and the difference between good and bad debt, highlighting the benefits of borrowing for wealth creation rather than consumption.

link:
https://www.igwealth.com.au/news/your-autumn-2026

The Intergenerational Wealth Team
“Building sustainable wealth for generations”
Phone: (03) 9746 7643
Email: [email protected]
Visit: www.igwealth.com.au

30/03/2026

Contact us if you have any questions.

The Intergenerational Wealth Team
“Building sustainable wealth for generations”
Phone: (03) 9746 7643
Email: [email protected]
Visit: www.igwealth.com.au

28/03/2026

Scam alert: Scammers impersonating banks in text messages, phone calls and emails

Background
There's a rise in criminals calling, emailing or messaging people and pretending to be from the bank so that they can steal your money.

The scammers ask you for personal or financial information or to transfer funds or to give them a one-time security code over the phone. They often claim to be from the bank’s fraud department and might say that there has been a compromised account or suspicious transaction.

They may use technology to make it look like the call is coming from the bank’s phone number. They may send a message that looks like it comes from the same conversation thread as genuine bank messages.

How to spot the scam
You may get a call, message or email from a scammer claiming to be from the bank and asking for personal and bank details.

The scammer may tell you there is a problem with your account and ask you to transfer money to ‘keep it safe’. They may say it’s an urgent problem to get you to respond.

Anyone calling and behaving like this is probably a criminal.

What you can do:

Do not use any phone numbers in a message.

Ask for a reference number and contact your bank directly through a phone number that you find and confirm yourself.

Hang up if you receive a call from someone claiming to be from your bank requesting you to transfer money.

Don’t click on any links in an email or message on your phone, even if it looks like it comes from your bank.

If you’ve been affected
There is no shame in getting scammed. It can happen to anybody.

If you’ve had money stolen, contact your bank or financial institution immediately.

If you’ve had personal information stolen or need help to recover from a scam, contact IDCARE on 1800 595 160.

If you're feeling distressed and need to talk about it, reach out to Lifeline or Beyond Blue.

If you're worried about your safety or someone else's, call the police immediately on 000 or go to your nearest police station.

Help others by reporting scams to Scamwatch.

Source: https://www.scamwatch.gov.au/about-us/news-and-alerts/scam-alert-scammers-impersonating-banks-in-text-messages-phone-calls-and-emails

27/03/2026

Is federal government spending really to blame for higher inflation? It’s not clear cut

There has been a spate of articles and commentary in recently calling on the Australian government to reduce spending.

Those calling for government cuts – mostly long-time advocates of smaller government – claim this would lower inflation, and as a consequence, reduce interest rates.

In fact, claims that government spending is now a very large share of the economy are exaggerated.

So, what’s actually going on with government spending?

Federal government spending has fluctuated between 23% and 27% of the economy (gross domestic product or GDP) since the mid-1970s. The exception was a spike during the COVID pandemic. Its current level is not particularly unusual.

image: Federal government spending as a proportion of GDP

Contact us if you have any questions.
The Intergenerational Wealth Team
“Building sustainable wealth for generations”
Phone: (03) 9746 7643
Email: [email protected]
Visit: www.igwealth.com.au

25/03/2026

What the RBA wants Australians to do next to fight inflation – or risk more rate hikes
When the Reserve Bank of Australia (RBA) board voted unanimously to lift the cash rate to 3.85% in February, the decision was driven by one overriding concern. It wants to stop the rising cost of living from becoming entrenched.

For some, like self-funded retirees, the rate rise was good news. Higher interest means their savings and term deposits will earn more. But for many others, including first home buyers who might have stretched themselves just to get a foot into the housing market, it was a very bad day.

RBA Governor Michele Bullock acknowledged that, saying:

I know this is not the news that Australians with mortgages want to hear, but it is the right thing for the economy.

She warned the alternative – letting inflation keep rising – would be even harder for more Australians.

So what’s the psychology behind the RBA raising rates now and leaving the door open to further hikes if needed? And what does the central bank hope Australians will do in response?

The price squeeze you’re feeling
There’s a striking gap between how the RBA describes the economy and how most Australians experience it.

On paper, things look healthy: unemployment is low, wages are growing.

But as Bullock acknowledged, the daily reality has felt very different.

The price level has gone up 20% to 25% over the last few years, and people see that every time they walk into a supermarket, or they go to the doctor, or whatever – that’s I think what’s hurting people.

That relentless price squeeze is not something you forget, even when the rate of increase starts to slow.

Full: https://www.igwealth.com.au/news/what-the-rba-wants-australians-to-do-next-to-fight-inflation-or-risk-more-rate-hikes

Contact us if you have any questions.

The Intergenerational Wealth Team
“Building sustainable wealth for generations”
Phone: (03) 9746 7643
Email: [email protected]
Visit: www.igwealth.com.au

23/03/2026

Credit scores and credit reports - https://www.igwealth.com.au/news/credit-scores-and-credit-reports

Lenders use your credit score (or credit rating) to decide whether to give you credit or lend you money. Knowing this can help you negotiate better deals, or understand why a lender rejected you.

Get your credit report and score for free
If you've ever applied for credit or a loan, there will be a credit report about you.

Your credit score is based on personal and financial information about you that's kept in your credit report.

Your credit report also includes a credit rating. This is the 'band' your credit score sits in (for example, low, fair, good, very good, excellent).

Credit report
Usually, you can access your report online within a day or two. Or you could have to wait up to 10 days to get your report by email or mail.

Contact these credit reporting agencies for your free credit report:

Experian 1300 783 684
illion 132 333
Equifax 138 332

If you need help with budgeting, we are here to help.

The Intergenerational Wealth Team
“Building sustainable wealth for generations”
Phone: (03) 9746 7643
Email: [email protected]
Visit: www.igwealth.com.au

Address

16/39 Essex Street
Pascoe Vale, VIC
3044

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm

Telephone

+61397467643

Website

https://igwealth.com.au/

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