Private Wealth Services

Protect and grow your personal wealth

Your wealth deserves careful management and a strategy that reflects your goals. At CIB, we take a holistic approach to private wealth, providing tailored advice that integrates investment, tax, superannuation and estate planning.

Our team works with you to build and protect wealth at every stage of life, giving you clarity and peace of mind about your financial future.

Our Private Wealth Services

Investment Planning

Strategies tailored to your risk profile and long-term objectives.

Retirement Planning

Helping you achieve the lifestyle you want in retirement.

Estate Planning

Ensuring your wealth is protected and transferred according to your wishes.

Insurance and Risk Protection

Safeguarding your assets and family with the right cover.

Ongoing Reviews

Regular reviews to keep your plan relevant as your life and legislation change.

the cib Difference

Independent assurance you can rely on

We provide clear, accurate, and objective audits that stand up to scrutiny.

Insights that go beyond the numbers

Our team highlights opportunities to improve efficiency, strengthen governance, and manage risk.

National expertise, local understanding

We support businesses across Australia with sector-specific knowledge and a practical approach.

EXPERT PRIVATE WEALTH STRATEGIES AT EVERY STAGE OF LIFE

Whether you are growing wealth, planning retirement, or protecting your family, CIB provides tailored advice you can rely on.

No obligation. Just clear advice for your business.

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