Custodian Financial Group is a leading self-licensed financial advice practice in Canberra and we are NOT owned/controlled by a separate financial institution or product provider. We have an extended history of providing quality holistic financial planning that delivers measurable value to the lifestyle of our clients and their families. Our mission is to deliver personalised strategic and investment advice and risk management solutions to our clients in order to assist them in achieving their short and long term financial objectives. Importantly, this advice is always delivered in an honest, ethical and fee-for-service based manner.
Our approach to delivering financial advice strengthens our client relationships and delivers successful client outcomes. With regard to delivering our service, we have created a six-stage Client Engagement Process, specially designed to give clients a greater insight and understanding of the process from initial enquiry to becoming an ongoing client of Custodian Financial Group.
We believe that holistic financial advice should take into account each individual's personal circumstances. Every one of us has a different view of what our ideal lifestyle looks like...Read More...
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