Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
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 and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
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
Super contributions
If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking…
Weighing up the Age Pension and the assets test
Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have…
The lost super pile keeps growing
There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many…
Save for an emergency fund
An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel…
Keeping records of shares and units
Records you need to keep When you sell your shares in companies or units in managed funds, most of the…
What company delistings mean for ETFs
Some big companies have left the ASX recently. How do ETFs adapt to index changes? Share markets are ever changing.…