Custodian Financial Group

Welcome to Custodian Financial Group, a leading self-licensed financial advice practice in Canberra, Australia. Located at Griffith, Canberra Avenue, 65, we are conveniently situated to serve the financial needs of individuals and families in the area.

Unlike other financial institutions, Custodian Financial Group is not owned or controlled by a separate financial institution or product provider. This independence allows us to provide unbiased and personalized financial planning services that are solely focused on your best interests.

With a long-standing history of delivering high-quality holistic financial planning, we have helped numerous clients achieve their short and long-term financial objectives. Our mission is to provide personalized strategic and investment advice, as well as risk management solutions, to assist you in improving your lifestyle and securing the financial future of your family.

One of the key advantages of working with Custodian Financial Group is our commitment to honesty, ethics, and a fee-for-service approach. As a self-licensed financial advisory firm, our advice is tailored to meet your personal needs without compromise or conflict. This ensures that you receive advice that is truly in your best interest, which is a rarity in the financial industry.

We believe in complete transparency when it comes to our fees. Our investment fees are structured under a fee-for-service basis, which means that we have an agreed and transparent arrangement with our clients. We do not retain any investment commissions, but instead, fully rebate any such commissions back to our clients. This ensures that our clients receive the maximum benefit from their investments.

At Custodian Financial Group, we pride ourselves on building strong client relationships and delivering successful outcomes. To ensure a seamless experience, we have created a six-stage Client Engagement Process. This process is specially designed to provide you with a greater insight and understanding of the financial planning journey, from the initial enquiry to becoming an ongoing client of Custodian Financial Group.

We understand that everyone has a unique vision of their ideal lifestyle, and our approach to financial advice reflects this. We take into account each individual's personal circumstances to provide holistic and tailored financial advice that is aligned with your goals and aspirations.

Custodian Financial Group is proud to hold an Australian Financial Services Licensee. This license ensures that we meet the highest regulatory standards and adhere to strict guidelines when providing financial advice and services.

If you are looking for a trusted and independent financial advisor in Canberra, look no further than Custodian Financial Group. Contact us today to schedule a consultation and take the first step towards achieving your financial objectives.