Helping you reach your potential.

Financial advice to help you manage, grow and protect your wealth.

Helping you reach your potential.

Financial advice to help you manage, grow and protect your wealth.

Stress Less.
Take Control.
Plan Ahead.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.

It’s leaving a legacy for the next generation.

At Custodia Wealth Solutions we help you get control of your money so you can live life on your terms.

How can we help?

Get started & set up your family

You want to buy your dream home, expand your family and grow your wealth.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Getting Started

It's never too early to start thinking about your financial future. Learning smart money habits early can set you up for later in life.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Wealth Accumulation

We can work with you to help you understand the diverse investment opportunities that are available to accumulate long term wealth.

Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.

Retirement Planning​

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.

Estate Planning

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Who is Custodia Wealth Solutions?

Custodia Wealth Solutions is a Melbourne-based full service financial planning business focusing on providing affordable, customised advice to individuals and families.

Through our highly consultative approach, we provide holistic advice solutions to assist you to achieve your financial and lifestyle goals.

The advice philosophy of Custodia Wealth Solutions is ideally suited to clients who want to be in control of their financial destiny and realise the benefits of outsourcing their financial affairs to highly qualified professionals.

Prepare for tomorrow, make the most of today.

Insights

Kind words from our clients

View our latest newsletter with the latest financial and lifestyle articles.

Jane Brown

Head Accountant

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam pharetra aliquet ligula in volutpat. Aenean laoreet leo massa, non laoreet ante imperdiet ut.

Aliquam imperdiet pellentesque eleifend. Proin feugiat nulla eget nunc dapibus, at aliquet dui interdum. Cras porttitor ultrices volutpat. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.

Morbi eu est velit. Sed pulvinar mi ac congue euismod. Aliquam erat volutpat. Aliquam et cursus dui, ut mollis tortor. Donec eget eros eget nunc accumsan congue sed in orci. Vivamus quam nunc, egestas non dapibus non, aliquet vitae dui. Maecenas elit nibh, consectetur id ipsum quis, convallis euismod nisl. Sed sem magna, semper vitae felis et, fermentum euismod justo. Sed tristique mauris lorem, id auctor nisi tincidunt eget.