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About Us

About Us

Why should you work with us? We will give you the education and guidance to help you manage your money and secure your future.

About 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, no matter what stage of life you’re at.

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.

Our Approach

Complex made simple

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

You are unique

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Straight forward fees

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Complex made simple​

We provide you with the education you need to clearly understand your financial strategies.

You are unique​

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage of life, throughout all the challenges and victories.