Grow. Protect. Enjoy.
Make confident financial decisions so you can grow, protect and enjoy what matters most, in every season of life.
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We're here to help.
We know that managing your money isn't just about numbers - it's about your life, your goals and your peace of mind. At Wealth Custodians, we're here to help you grow your wealth with purpose, protect it with care and enjoy the freedom it brings.
Think of us as your financial partner for the long haul. Like a tree with deep roots and steady branches, we're here to provide strength, stability, and guidance through every season of life.
Let's grow something great, together.
Learn more about usThree steps to protect your wealth.
Grow
Develop deep roots for long lasting growth
Every strong tree begins with deep roots. Lasting wealth is no different. By reducing debt, setting up the right insurance and planting the seeds of superannuation and savings, you create the roots for long-term growth. With this solid base, your finances can grow strong and steady, supporting your goals into the future.
Protect
Strong branches through every season
As a tree matures, its trunk and branches must be protected to endure the seasons. This stage is about safeguarding the wealth you’ve built while preparing for retirement. By fine-tuning investments, maximising opportunities and strengthening your finances, you ensure stability and resilience so your wealth continues to support you in the years ahead.
Enjoy
Bask in the shade of what you’ve built
A tree’s shade is most appreciated once it has grown tall and strong. Retirement is your time to rest beneath the shelter of what you’ve nurtured, enjoying the comfort and freedom it provides. With thoughtful planning, you can spend with confidence – living well today while ensuring your wealth lasts for the seasons still to come.
Who we help.
At Wealth Custodians, we specialise in guiding individuals through life’s pivotal financial transitions, particularly when looking towards or entering retirement.
What unites our clients is a shared desire for confidence, continuity, and peace of mind in their financial lives.
Transitioning to retirement
We work closely with clients aged 50 to 67 who are considering and navigating the ‘homestretch’ toward leaving the workforce, or those actively transitioning into retirement.
Already retired
Many of our clients are already retired and value a long-term partnership built on proactive guidance, thoughtful care, and financial clarity.
Professionals and business owners
If working, most are busy professionals or business owners based in Melbourne’s eastern suburbs, balancing career, family, and future planning.
How we help.
Financial advice isn’t one-size-fits-all, especially when life is changing. Whether you're preparing for retirement, already enjoying it, or simply seeking clarity in your financial world, we offer tailored strategies to help you make confident decisions. Our services span six key areas, each designed to support your financial wellbeing through every season.
Each plan is crafted with your goals in mind, helping you grow your wealth with purpose, protect it with care, and enjoy the freedom it brings.
Managing cashflow
Understand your income, spending and savings so your money works with purpose.
Building wealth
Invest with intention, aligning your strategy to your goals and comfort with risk.
Using debt wisely
Structure and manage debt to support growth without compromising stability.
Protecting what matters
Benefit from an experienced partner who does what they say and safeguard your lifestyle and loved ones through thoughtful insurance planning.
Planning for retirement
Create a retirement strategy that balances lifestyle, longevity and legacy.
Preserving your legacy
Ensure your wealth is passed on with clarity, care and confidence.
Meet Mark.
Mark understands that financial planning is about more than just investments. He enjoys combining finance, numbers, and problem-solving with his strong desire to help people improve their quality of life.
By getting to know his clients and understanding what matters most to them, he helps them achieve their financial goals.
Meet our teamOur financial planning process.
At Wealth Custodians, we believe great advice begins with great understanding. Our process is designed to be thoughtful, collaborative, and tailored to your life so you can make confident decisions at every stage.
1. Connection
Complimentary 15 minute call
We start with a short phone conversation to understand your situation, answer any pressing questions, and explore whether we’re the right fit to help. No pressure, no obligation, just a chance to connect and clarify.
2. Discovery
60 minute strategy session
If we believe we can assist, we’ll invite you to a one-hour meeting where we model your current financial position and visually map out your future trajectory. This session helps you see where you're at and opens the door to brainstorming strategies that could improve your outcomes.
3. Deep dive
Clarify and define your goals
If we believe we can add substantial value to your situation, we’ll begin the advice process by diving deeper into your financial world. We’ll gather key details to clarify your current position.
Together, we’ll define your goals and priorities, whether that’s retiring early, supporting family, travelling more, or simply feeling financially secure. This forms the foundation for your personalised advice.
4. Plan
Your personalised financial plan
We then craft your financial roadmap. This includes investigating your situation, exploring strategic options, and formulating tailored advice across six key areas: Cashflow and spending, Investment and wealth building, Debt structuring, Insurance and risk protection, Retirement planning, and Estate and legacy planning. Your plan includes written recommendations, projections, and clear next steps, all designed to help you grow, protect and enjoy your wealth with purpose.
5. Implementation
Taking care of the heavy lifting
Once you're comfortable with the recommendations, we’ll take care of the heavy lifting and implement as much as possible on your behalf. We’ll liaise with institutions, navigate the superannuation system, and ensure everything is set up smoothly and efficiently.
6. Review
Ongoing partnership
Life doesn’t stand still and neither should your financial plan. We stay by your side with regular reviews, proactive updates, and ongoing advice to keep you on track through every season.
Our latest insights.
What Does Financial Independence Mean to You?
Australians redefine financial independence as lifestyle freedom, not a salary, with 55% prioritising security for dream living amid rising costs.
The Many Benefits of Enjoying Your Work
Even if you don’t love your job, finding more satisfaction boosts productivity, confidence, health, and relationships.
Finding a Hobby in Retirement
Retirement opens freedom to love your days if spent intentionally. Rekindle old hobbies, balance couple time, challenge body/brain for purpose.
Grow, protect and enjoy what matters most.
Want to make confident financial decisions so you can grow, protect and enjoy what matters most, in every season of life?
Book your consultation