
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
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
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Energy Financial Planning ACN 160 632 182
Brad A. Gunn is an Authorised Representative of Shartru Wealth Management Pty Ltd ABN 46 158 536 871 | AFSL 422409
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