Custom Wealth Solutions (CWS) is a privately owned Financial Planning Firm providing Comprehensive Financial Advice to Private and Business clients. Our firm is founded on core values and highly experienced investment specialists who are investors, not just advisers.
Our professional Financial Advisers implement industry leading financial strategies across the financial landscape, and deliver a customised and complete result when assisting our clients individual needs.
We believe in complete advice and specialise in the long term nature of financial planning and investments, and will implement strategies today for a prosperous tomorrow.
Your Privacy
Custom Wealth Solutions appreciates that confidentiality in relation to your financial affairs is paramount.
We can assure you that all information gathered at our private meetings and by the provision of your details on our website, will be dealt with in accordance to privacy laws. For further information, please click the below link to view or download our Privacy Policy.
View / Download our Privacy Policy
Financial Services Guide
Our regulatory information, Financial Services Guide and Advisor Profiles are available on this page for your consideration. This will detail all of the information required to make an informed decision when choosing a firm and an advisor.
