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
Get in Touch
Our Location
119 Willoughby Road
CROWS NEST NSW 2065
Mailing Address
PO Box 139
CROWS NEST NSW 1585
Operating Hours
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
Diamond Financial Solutions Pty Ltd (ABN 34 108 249 565) trading as Diamond Financial Solutions is an Authorised Representative and Credit Representative of Charter Financial Planning ABN 35 002 976 294 Australian Financial Services Licence and Australian Credit Licensee number 234665
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.