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
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Intergenerational Wealth Questions
The Intergenerational Wealth annual revenue was $4 million in 2026.
Emilio Bangit is the Founder and Financial Planner of Intergenerational Wealth.
8 people are employed at Intergenerational Wealth.
Intergenerational Wealth is based in Moonee Ponds, Victoria.
The NAICS codes for Intergenerational Wealth are [54161, 54, 541, 5416, 541611].
The SIC codes for Intergenerational Wealth are [87, 874].
Top Intergenerational Wealth Employees
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Emilio Bangit
Founder and Financial Planner at Intergenerational Wealth
Melbourne, VIC, AU21 -
Dean Agresta
Director and Financial Planner at Intergenerational Wealth
Melbourne, VIC, AU -
1
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Damien Basile
Director and Financial Planner at Intergenerational Wealth
Melbourne, VIC, AU1 -
James Shaw
Financial Planner at Intergenerational Wealth
Mount Waverley, VIC, AU1
