Services

At Custodia Wealth Solutions, we develop tailored step-by-step financial strategies and help you make informed decisions about your money.

It’s never too early to start thinking about your financial future. Even for those who believe they are too young or perhaps not wealthy enough to require a Financial Adviser, it’s still important to learn smart money habits early which can ultimately set you up for later in life.

Gaining control of your cashflow is an essential step towards financial freedom. We can help you to get started with simple strategies such as:

Developing a budget that suits your lifestyle
Streamlining your debt and reducing the interest you pay
The best way to pay off your studies
Saving for your first home

Superannuation (often call ‘super’) is one of your most important assets. It is also a highly tax effective form of wealth creation.

You build up super while you are working to make sure you can have a comfortable life in retirement.

We can help you to:

Find any lost super
Consolidate your super funds and help you save on fees
Choose the most suitable investment options
Understand your insurance options within super
Explore the benefits of salary sacrifice and other contribution strategies
Determine whether a self-managed super fund is right for you

We work with you to help you understand the diverse investment opportunities that are available to accumulate long term wealth, and strategies to provide the best outcome.

Some of the areas that we consider in developing wealth accumulation strategies include:

Regular savings plans
Shares and managed funds
Investing using borrowed funds
Tax effective strategies
Redundancy advice

Life takes twists and turns that we can’t always see coming. That’s why it’s so important that we are prepared for life’s emergencies. You don’t want to leave it to chance.

An accident, sickness or death of a working age parent will almost always have a significant impact on the financial circumstances of the family.

Having the right insurances in place can help protect your family and your income if the unexpected occurs.

We work with you to determine an appropriate level of insurance cover for you and your family and help you decide on the best policies.

Retirement means different things to different people. For some, exploring Australia in a caravan is a life-long dream but for others travelling the world staying in 5-star hotels is more how they see life after work. Perhaps spending more time with the grandkids or volunteering in the local community.

That’s why planning for your retirement is so important. Whether you are approaching retirement or have decided that now is the time, we can help you understand all your options, including:

Building your savings as you approach retirement
Structuring income streams to fund your lifestyle in retirement
Maximising social security entitlements
Evaluating aged care options

Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you.

You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.

More than just a Will, estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.

Schedule a Call

In 15 minutes we can get to know you – your situation, goals and needs to see if we are the right fit to help you reach your potential.