CIB PRIVATE WEALTH SERVICES

  • CIB Private Wealth Services is a natural extension of the intelligent & practical advice provided to clients, delivering on the promise to provide a holistic approach to their financial needs.

FOCUS, PROMISE & EXPERTISE

  • Our focus is to build a mutually respected, loyal relationship with clients & have intimate knowledge of their financial affairs, in order to effectively manage their long-term wealth & financial needs.
  • Our promise is to be proactive & accessible with a focus on successful long-term relationships.
  • Our expertise lies in three areas – Wealth Creation, Wealth Management & Wealth Protection.

WEALTH MANAGEMENT

  • Holistic Financial Planning
  • Investment Advice & Management
  • Superannuation Strategies

WEALTH PROTECTION

  • Life, TPD, and Trauma Insurance
  • Income Protection Cover
  • Keyman & Buy/Sell Insurance

CIB Private Wealth Services is a Corporate Authorised Representative No. 329892 of Futuro Financial Services Pty Ltd ABN 30 085 870 015 AFSL No. 238478