Wealth Management Services
Personal financial planning
 
 
Personal financial planning
Your financial roadmap

 

We work with a number of financial planners to make sure you have a tax efficient financial future.​

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

 
Estate Planning Services
Ensures that your family and/or business is cared for

A well-thought out Estate plan ensures that your family and/or business is cared for once you pass away.
 

Dealing with the affairs of an Estate can often be stressful and emotional for those left in charge of the Estate (also known as A Will). Structuring your affairs in advance provides all parties involved with peace-of-mind knowing that the Estate will be dealt with as smoothly as possible.
 

Let MBS Plus build the right Estate plan to protect your family and business. Let’s us get your Estate plan in order.

 
Succession planning Services
Separate personal and business assets

Many business owners are unaware that having two (2) Wills is often advisable. A separate Will should be in place, specifically dealing with the affairs and succession planning of the business. This will help to separate personal and business assets. Having a Trust set up will provide years of consistency, help manage expectations of beneficiaries and help to make your intentions about your assets clear and concise.

 

Let MBS Plus build the right Estate plan to protect your family and business. Let’s us get your Estate plan in order.

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