Custodia Wealth Solutions is a Melbourne-based financial planning business providing advice solutions to help you achieve your financial and lifestyle goals, no matter what stage of life you’re at.

Getting started

It's never too early to start thinking about your financial future. 

 

Even for those who believe they are too young or not wealthy enough...

Wealth accumulation

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

Wealth protection

Wealth protection is an integral part of your financial plan that enables you to protect yourself and your family in times of financial hardship.

Superannuation

Superannuation is one of your most important assets. It is also a highly tax effective form of wealth creative, so from an early age it's important that you are maximising your superannuation benefit.

Testimonial

Custodia's Craig Dymock has been our financial planner for over a decade. 

 

His service is always exceptional, and because he really listens to what we say his advice is tailored perfectly to us and our unique personal situation & goals. 

 

We particularly value Craig's access to a range of providers & products.  We unreservedly recommend Craig for any financial planning, investment and risk insurance advice & assistance.

Michele & Brett Mansfield 

 

Whether you are approaching retirement or still a few years away, we can help you understand all of the options available to suit you and your ideal retirement.

Retirement planning
Contact Us

Custodia Wealth Solutions


Tel: +61
3 8560 3696


Email: craig@custodiawealth.com.au


Address: Suite 106, 999 Nepean Highway

Moorabbin, Victoria, Australia 3189

Custodia Wealth Solutions Pty Ltd ABN 20 799 779 314

is a Corporate Authorised Representative of

Financial Services Partners Pty Ltd ABN 15 089 512 587

Australian Financial Services Licence No. 237590