Personal attention is what defines our service. We realise that you are sharing your inmost secrets with us. And because of that, we never allow you to feel like “just a number”. We pride ourselves in taylor-made advice and the attention to detail that can only arise from personal service and time.
Once we have gotten to know you and what’s important to you, we keep building on that foundation. As we’ve said, we’re in this for the long haul and cannot be there if we don’t constantly strive to meet you halfway and keep looking after you. After all, that’s what relationships are about, aren’t they?
Custodian Financial Services is a financial advisory company situated in Brackenfell, Cape Town.
Why choose us?
Because with us, family is what it’s about. When you invite us to help plan and implement those plans, we realise that you aren’t just asking us to help out. You’re asking us to become a part of your family. You’re asking us to help you realise dreams. You’re asking us to keep you safe. Custodian Financial Services is in this for the long haul. Fly-by-night quick fix schemes don’t work for us, because family is forever
We don’t like thinking about it, and therefore we don’t like planning for it, but when something happens that ruins our financial wellness, we’re forced to deal with it and quickly. We can’t be blamed for not spending more time than is necessary on thoughts of a missed salary cheque or two and the consequences thereof. Custodian Financial Services have you covered. We think and plan ahead for you so you can keep thinking about the good stuff.
It can take only one serious medical event to not only wipe out a family’s savings, but also leave them in debt. A family’s financial wellness largely determines its ability to survive and overcome a negative life event. Custodian Financial Services wants to see the families we work with thrive in the face of challenges and adversity, and that’s why we are here to help you out.
Another thing we don’t like thinking about is South Africa’s crime rate. We know that we need to insure our homes and belongings, but somehow we don’t seem to get around to it. To safeguard your property against the risk of having to replace lost or stolen belongings, you need the very best short-term insurance, and this is where we step in. We’ve got you covered.
We’re told so often to live for the now. To be in the moment. And to be honest, we like that. But the problem is that if we don’t at least plan for the future, the now of the future won’t be that great. We need to plan for financial wellness during retirement. And we need to do it now.
So sad, but so true: We don’t know what we’ve got till it’s gone. That’s the thing about health, we don’t give it a second thought until we’re forced to. Without sufficient medical cover, hospitalization or medical procedures can leave one financially ruined. A good medical aid provider helps protect your health and your wallet. It offers:
Custodian Financial Services will ensure that we match you up with the type of medical provider you need because we really do care about your health.
So now you’re sorted with regards to medical aid, but there are always the instances where your doctor, anesthetist or specialist charges more than what your medical scheme pays. GAP cover provides benefits such as:
This way, unforeseen and unexpected differences in costs won’t leave you paying out-of-pocket.
Now here’s something to smile about. You are now able to get basic and specialist dentistry outside of the medical aid environment as a stand-alone benefit. It offers:
Life insurance is the cornerstone in sound risk insurance planning. If we didn’t provide you with the best options and solutions for this, we would not be doing a very good job of looking after you. Life and risk planning benefits include:
We all look forward to the day where we don’t need to work. We work so hard and for so long, that the idea of not needing to sounds fantastic. But in order to retire comfortably and stress-free? That’s another story. We help you determine your retirement goals and actions and help you with the decisions necessary to achieve these goals so that retirement really can be something worth looking forward to.
Custodian Financial Services has an ethos of personalised attention and relationship-building. So when we help you with investment planning, we help you access personalized investments through all the stages of your life through a wide range of innovative investment and savings solutions. These include:
So often people fall short with regards to the preparation of their wills, because let’s face it - this is not the type of conversation one wants to have. But having a will is arguably one of the most important things you can do for yourself and for your family. Having a will means that you can legally protect your spouse, children and assets. It can spell out exactly how you would like things handled after you have passed on and also ensures a secure financial future for your family. You decide:
It’s the little things that make the biggest difference. And yes, things are just things we suppose, but life is unpredictable and the little things can end up being pretty important when they are damaged or lost. We need to protect our businesses, our properties and vehicles, and we’ve got just the solutions and cover you need:
Custodian Financial & Health Solutions PTY (Ltd) is an authorized Financial Services Provider. License Number: 47401