Custodian Financial Group is a self-licensed financial advisory firm and NO financial institution or product provider has an ownership interest in our business. We have an extended history of delivering quality advice and 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...
Thank you, we will contact you soon.