Our Approach

We view ourselves as the trusted professional wanting to partner with you to form a long-term and collaborative relationship, extending beyond just the boundaries of financial advice. We will be proactively involved in your broader financial needs, including personal insurance, accounting, lending and legal requirements and are driven to deliver a service that will add considerable value to your circumstances.

We will help you gain a deeper understanding of what financial security and freedom means to you. This will allow us to develop strategies that provide a pathway to achieving your goals and objectives. Ultimately this will allow you to live your desired lifestyle, whether that be taking your dream holiday, buying the house down the coast, providing financial support to family, or simply enjoying the peace of mind that financial security provides.

We are passionate about improving your personal and financial wellbeing and are committed to delivering an ongoing service to achieve this outcome. Our highly talented team and strong internal infrastructure provide the framework for our service delivery to continue well into the future.

Our Investment Philosophy

We understand that markets are unpredictable and volatile in the short term, so we do not chase returns or react to noise. Instead, we focus on what we can control: our investment principles.

Our investment philosophy is based on creating customised solutions for each client, according to their specific goals, needs and risk preferences. We do not believe in a generic approach to investing, but rather in a personalised and flexible one. However, we also follow a rigorous and consistent framework to guide our investment decisions and portfolio construction.

This document outlines the main elements of our framework and how we apply them to help our clients achieve their financial objectives.

Client Value Proposition

We are passionate about improving your personal and financial wellbeing and delivering an ongoing service with our talented team and strong infrastructure. Our Client Value Proposition is a statement that explains how our advice can benefit our clients, what clients can expect from our relationship and what makes you different from others.

Our Network

We recognise that our profession has its limitations. That’s why we have built a strong and diverse internal and external network of solutions for our clients’ needs. Whether you need personal, business or SMSF accounting, we can help you through our partnership with MGI Joyce Dickson. If you are looking for home loans or asset financing, we have you covered with Aspire Lending. And for your general insurance needs, you can rely on AllInsure. But our network doesn’t stop there. We also work with external professionals who assist us and our clients with their expertise and advice. These include our asset consultants, our trusted solicitors, our compliance guru’s and our third-party platforms and investment solutions. We are proud of our network, and we are confident that it can provide you with the best possible service and outcomes.

What To Expect

We don’t sugarcoat things. We help you make smart money decisions that align with your goals and values.
We don’t push products on you as we are not affiliated with any institution or bank.
We create a strategy that works for you and your lifestyle. We have a proven framework that has helped hundreds of people achieve their financial dreams.
We’re licensed to give you honest advice. We’re not cookie-cutter. We tailor our services to your unique needs and preferences.
We’re not confusing. We explain everything in simple terms, so you understand the logic behind our recommendations.
You are not alone in your journey. A dedicated adviser guides you along the way, but you also get access to the insights of a broader team of specialists.

What Our Clients Say About Us

“The team at Custodian Financial Group have provided my partner and I with the peace of mind that our future is more secure, especially with a baby on the way! Our money is now working for us rather than the big companies... and they have put a ﬁnancial plan in place that meets our life goals.”

“I have recommended Custodian Financial Group to many of my friends and family and will to anyone, as I have always found that they conduct themselves in the best interest of their clients.”

“My husband and I came to you to discuss our personal superannuation fund and to also discuss the options that were available for our future ﬁnancial planning. We were very impressed with the personalised professional service and advice given to us, and how you have tailored this speciﬁcally to suit our situation and future needs. We felt very comfortable to put our ﬁnances in your care and for you to guide us in the right direction.”

“David and the team are excellent. They provide a tailored service to our personal investment needs. They have been able to provide us with significant guidance and support to ensure that we are best positioned for the future.”