Dealer Services

We are one of Australia’s newest and most dynamic Financial Services Dealer Groups providing business coaching, infrastructure and compliance support to the Financial Planning and Life Insurance industry.Custom Wealth Solutions is a privately owned Financial Services Company. Directed by a board of industry professionals from Funds Management, Financial Advice, Retail and Corporate Banking and Accounting, Custom Wealth Solutions delivers experience and confidence to industry professionals and clients alike.

What we do

Custom Wealth Solutions is leading the way with Fee for Service advice platforms for Advisers, comprehensive planning models for clients, and extensive corporate coaching to industry professionals to ensure the constant development and improvement of the financial services industry. Our advisers can provide you with comprehensive advice in relation to investments, Corporate, Retail or Self Managed Superannuation, Insurance, and general financial strategy. Custom Wealth Solutions does not directly provide advice, instead we authorise representatives to provide this advice on our behalf.

Join Custom Wealth Solutions

If you are a professional adviser looking for a flexible, privately owned, boutique and highly skilled dealer group to assist you with the growth of your business, transition or succession planning and assistance with the ever changing legislative environment, Custom Wealth Solutions can deliver tried and tested strategies to your business. Our growth, success and systems driven processes are constantly evolving and will ensure that as your Financial Services Dealer we can accommodate any growing business.