Custodia Financial Services offers Lifestyle Financial Planning
Do you know how much money you need to have the lifestyle you want?
We can help you plan, secure and protect your finances through life's many transitions.
We comprehensively review your existing investments, pensions, insurance policies, funding strategies, and estate planning to ensure they align with and support your vision for the future. This evaluation is critical to strategising how your current financial landscape can be optimised to meet your long-term aspirations and objectives.
Which life transitions do you need help with?
When should I start saving for retirement?
See the difference it can make when you start saving and investing early - even if you put in the same amount in total as someone who starts much later.
How do I prepare to buy my first house?
Getting ready to buy your first house can be daunting. Credit scores, deposit, and mortgages are all on your mind.
Can I protect my income in the event of a accident or sickness
If something happened to you would you be able to survive on savings, or on sick pay from work?
How am I going to fund my kids schooling?
For many, the thought of paying school fees for five, ten or even fifteen years looms on the horizon like an insurmountable mountain to climb.
I need to buy a bigger house? Should I sell my
When you move home, you normally have to sell your current property, especially if you need the money to buy a new one.
I want to leave an inheritance
Deciding whether to leave an inheritance for your children impacts the amount you save, the retirement plans you choose. However, beyond your desire to leave some wealth to your children (or not).
I want to help my children buy their first house
First-time buyers are finding it harder than ever to get the money together to finance their first home. As a result, many are turning to the 'Bank of Mum and Dad'.
I want to plan my early retirement
There is no longer a hard and fast age at which you have to retire. It's basically up to you and you can retire early if that's your chosen option.
Speak with us well in advance to ensure you have time to understand and make an educated decision
How we work with our clients
Set realistic goals and timelines with our clients, ensuring transparency and confidence.
Our structured approach ensures we think strategically, optimising our client's outcomes.
We always do the right thing, upholding our values and acting in our client's best interests.
We value our reputation and work tirelessly to earn and maintain the trust and confidence of our clients.
Deliver an amazing experience, prioritising our client's needs and providing exceptional service.