Intergenerational Wealth Hobart

Intergenerational Wealth Hobart Our comprehensive financial planning services ensures our clients have the peace-of-mind of controll We also provide assistance throughout the entire process.

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 aim to optimise your net result through tax effective strategies and asset protection. Financial Planning
You’ll meet with our t

eam to develop a financial plan. https://igwealth.com.au/services/financial-planning/

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. https://igwealth.com.au/insurance-and-wealth/

Investment
Our focus is on sustained long-term wealth creation strategies to meet individual and business needs. https://igwealth.com.au/services/investment/

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. https://igwealth.com.au/services/retirement/

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. https://igwealth.com.au/services/superannuation/

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. https://igwealth.com.au/services/business-financial/

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. https://igwealth.com.au/services/personal-financial/

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. https://igwealth.com.au/services/our-process/

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.

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



09/04/2026

Silver and gold hit record highs – then crashed. Before joining the rush, you need to know this...
The start of 2026 has seen gold and silver surge to record highs.

So what’s behind those surges and falls? And what should everyday investors know about the risks of investing in precious metals right now?

Why gold has been hitting new highs
Gold is the classic safe haven: an asset people buy to protect their savings when worried about financial risks.

With international political tensions rising, trade war threats, shifting signals about where interest rates are heading and a potential changing world order, investors are seeking assets that feel stable when everything else looks shaky.

Recent crashes in gold and silver were sparked by financial markets reacting to early news of Donald Trump’s nomination of Kevin Warsh as chair of the US Federal Reserve. The US central bank plays a key role in global financial stability.

Full: https://www.igwealth.com.au/news/silver-and-gold-hit-record-highs-then-crashed-before-joining-the-rush-you-need-to-know-this

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



06/04/2026

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



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



31/03/2026

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



31/03/2026

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



17/03/2026
11/03/2026

The EOFY jobs that might matter more than you think
As the end of the financial year (EOFY) approaches, investors often focus on topping up super, maximising deductions, prepaying interest or reviewing portfolios. While these are all valuable activities, there are some less obvious tasks that can have a big impact on your tax position, wealth preservation and long-term planning outcomes.

Here are five areas that investors can often miss in EOFY planning.

1. Capital gains in volatile markets
2. Superannuation recontribution strategies
3. Bringing forward deductions and deferring income
4. Managing Division 7A loans
5. Reviewing your records

https://www.igwealth.com.au/news/financial-planning/autumn-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



Address

Ground Floor 162 Macquarie Street Hobart
Hobart, TAS
7000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61397467643

Website

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