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+	Life Cover Lump Sum Cover in the event of death or terminal illness
+	TPD Cover Lump Sum Cover in the event of permanent disability
+	Trauma Cover Lump Sum Cover on the occurrence of a serious medical condition
+	Income Protection Regular payments protecting your salary in the event of sickness or injury

+	Personal Superannuation Planning and associated tax benefits
+	Self Managed Superannuation Funds and management of internal investment strategies
+	Corporate Superannuation Planning for business
+	Allocated Pensions and retirement accounts

+	Managed Funds and associated portfolio recommendations
+	Direct Share Advice and associated portfolio recommendations
+	Margin Lending and gearing strategies
+	Tax Effective Investments and comprehensive analysis on their use within your portfolio

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Accounting

Lending

+	Tax Planning for Individuals
+	Company and Small Business Taxation Planning
+	Tax Returns Preparation and lodgement
+	Minimisation Strategies Capital Gains Tax and Personal Tax

+	Residential Mortgages and advice
+	Commercial Mortgages and planning for business
+	Margin Lending and investment strategies
+	Commercial Finance, Leasing and associated advice

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Partners:

Custom Wealth Solutions is a Financial Planning firm providing professional services to all private and business clients, no matter how complex your needs.
CWA Investments PTY LTD ATF CWA Investments Trust T/as Custom Wealth Solutions ABN 75 953 350 193 is a Corporate Authorised Representative
of Millennium3 Financal Services P/L Australian Financial Services Licensee No. 244 252, unit 7/50 Borthwick Ave Murarrie QLD 4172

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