CIB Private Wealth provides a wide range of financial planning services. Our goal is to construct the appropriate financial plan for you contingent on your short-term and long-term financial goals, your current situation (your assets and liabilities, expenses and income), and your level of risk tolerance. The steps taken are as follows:

  • 1. Information gathering
  • 2. Analysis
  • 3. Recommendation
  • 4. Implementation
  • 5. Reviews

Our services include the following:

Wealth Management

  • Superannuation and Tax Planning
  • Cash flow Analysis and Planning
  • Portfolio Construction
  • Equity Analysis and Advice
  • Derivative Trading

Risk Management

  • Underwriter Enquiry
  • Insurance Plan Construction

Estate Planning