Welcome to Custodian Financial Group

Welcome to Custodian Financial Group, an independently owned and licensed financial advisory firm with a 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.

Independence

We pride ourselves on being one of the few truly independent financial advisory firms in Canberra. We are self-licensed and have no alignment with any financial institutions or product providers, meaning we tailor our advice to meet your personal needs without compromise or conflict. This ensures that you receive financial advice that is in your best interest, a rarity in our industry..

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No Investment Commissions

Our investment fees are structured under a fee-for-service basis that is an agreed and transparent arrangement with the client. We don not retain any investment commissions, rather fully rebating any such commissions back to our clients..

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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.

What We Do

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...

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Australian Financial Services Licensee: Custodian Financial Group Pty Ltd

License Number: 465524, ABN: 48 738 720 905