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
30th June 2025
Get in Touch
Our Locations
Level 9, 20 Martin Place
SYDNEY NSW 2000
Gateway 1a, 1 Mona Vale Road
MONA VALE NSW 2103
Mailing Address
PO Box R536, Royal Exchange NSW 1225
Operating Hours
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
Portum Private Wealth Pty Limited ABN 21 118 533 645 is a Corporate Authorised Representative of AdviceIQ Partners Pty Ltd ABN 95 134 016 210 AFS Licence 332 957. The Portum Private Wealth® logo and words “Portum” and “Portum Private Wealth“ are registered trade marks.
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.