Providing financial freedom through wealth creation

We are a self-licenced financial advisory firm that provides holistic advice to clients who want to entrust their finances to a professional. We listen to your needs and offer tailored advice that is honest and ethical.

What do our clients say about us?

We undertake anonymous client surveys on a periodic basis to ensure that we are always meeting our clients’ expectations.

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of Custodian Financial Group clients rated their service as ‘excellent’, were highly likely to recommend us and expected to be using their Custodian Financial Group adviser for many years to come

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have greater confidence in making financial decisions

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have greater peace of mind financially

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of advised clients say that financial advice allows them to be free from financial worries and stressors

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have greater control over their financial situation

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say it saves them time and hassle planning/managing their financial affairs

Providing financial freedom through wealth creation

We are a self-licenced financial advisory firm that provides holistic advice to clients who want to entrust their finances to a professional. We listen to your needs and offer tailored advice that is honest and ethical.

What do our clients say about us?

Who We Help

Families and Individuals

Medical Professionals

Not-For-Profits

Public Servants and Miltary Members

High Net Worth Individuals

Business Owners

Are you ready to take control of your finances and achieve your goals?

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