We provide complete and holistic financial advice for all types of clients, from mum and dad investors to self-managed superannuation funds to large organisations. At the heart of our philosophy is the belief that every client is unique and must be treated as such.
Our financial advice is developed from gaining a complete understanding of our clients’ goals, needs and objectives. It is only after taking this information into account that suitable financial strategies and recommendations can be properly established and implemented.
Each financial adviser at Custodian Financial Group has obtained the highest level of certification available to financial advisers – Certified Financial Planner. While our unique approach allows us to fully understand what is important to you, our education and experience ensures we have the ability to make your ideal lifestyle a reality.