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CYB’s estate planning services ensure that your wealth is preserved for you and your family. We work to separate your assets from your risks without constraining your ability to build your business.

We examine the implications of the following factors and legislation on your business plan, exit strategy, retirement plan and on the structure of your will.

  • Business Structure
  • Succession Act
  • Investments
  • Asset Distribution
  • Powers of Attorney
  • Asset Protection
  • Family Provision Act
  • Superannuation
  • Trusts

At all times we seek optimal tax, business and personal outcomes for you. We evaluate your level of exposure and provide an appropriate risk management solution in line with your goals and objectives.

Our plans are designed to be easy to understand and to maintain. We also offer regular reviews as your needs and circumstances change.

Our estate work also covers much more than what is listed here, so please do not hesitate to
call 1800 630 531 or contact us to discuss your particular needs.

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Call for your Obligation-free Consultation

1800 630 531

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