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
The cost of refinancing your home loan
Consider the expenses involved in refinancing If you’re debating whether to refinance your home loan, you need to think about…
Retirement income
Retirement means different things to everyone. It may be a definite point in time when you stop work, and begin…
CGT when selling your rental property
How capital gains or losses apply When you sell or dispose of a rental property you may make a capital…
Online shopping
Online shopping can be a convenient way to buy the things you want. Get the most out of internet shopping…
Is a retirement village right for you?
The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in…
The biggest assets growth areas for SMSFs
What five years’ worth of SMSF asset allocation data reveals. The Australian Tax Office (ATO) releases quarterly data showing where…