Custodian Financial Group Information

We are a leading independent and boutique financial advisory firm offering holistic advice to clients looking to outsource their financial affairs to a trusted professional. Our objective is to develop a deep understanding of your needs so we can offer technical strategic and investment advice that is tailored towards your specific goals and objectives, which is delivered in an honest and ethical manner. We view ourselves as the trusted professional wanting to partner with you to form a long-term relationship, extending beyond just the boundaries of financial advice. We will be proactively involved in your broader financial needs, including personal insurance, accounting, lending and legal requirements and are driven to deliver a service that will add considerable value to your circumstances. We will help you to get a deeper understanding of what financial security and freedom means to you. This will allow us to develop strategies that provide a pathway to achieving your goals and objectives. Ultimately this will allow you to live your desired lifestyle, whether that be taking your dream holiday, buying the house down the coast, providing financial support to family, or simply enjoying the peace of mind that financial security provides. We are passionate about improving your personal and financial wellbeing and are committed to delivering an ongoing service to achieve this outcome. Our highly talented team and strong internal infrastructure provide the confidence our service delivery can continue well into the future.