Legacy or liability? Planning a smooth wealth transfer
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s
1st July 2025
Contact Us
Our Location
Level 9, 477 Collins St
Melbourne VIC 3000
Operating Hours
Mon - Fri: 8.30am - 5pm
Sat - Sun: Closed
Wealth Investors Australia Pty Ltd ABN 660 490 479 trading as Wealth Investors is an Authorised Representative of National Planning Partners ABN 25 620 741 326 (Representative No. 1298004) Australian Financial Services License 503734.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
