Are you seeking a solution to support a lifestyle need or financial goal?

We can help you plan, secure and protect your finances through life’s many events.

Here at Custodia Planning, we provide customers financial advice and impartial information to help with lifes all important needs.

We honestly value our customers by serving information and advice with their best monetary and emotional interests at heart.

Please select a 'life event' that may relate to your need

  • When should I start saving for retirement?

    See the difference it can make when you start saving and investing early – even if you put in the same amount in total as someone who starts much later.

    soon as it's conveniently possible...

  • How do I prepare to buy my first house?

    Getting ready to buy your first house can be daunting. Credit scores, deposit, and mortgages are all on your mind. 

    Here are the 3 steps...

  • Can I protect my income in the event of a accident or sickness

    If something happened to you would you be able to survive on savings, or on sick pay from work?

    If not, you’ll need some other way...

  • How am I going to fund my kids schooling?

    For many, the thought of paying school fees for five, ten or even fifteen years looms on the horizon like an insurmountable mountain to climb.

    There are three main options...

  • I need to buy a bigger house? Should I sell my

    When you move home, you normally have to sell your current property, especially if you need the money to buy a new one.

    Can I keep my old home?...

  • I want to leave an inheritance

    Deciding whether to leave an inheritance for your children impacts the amount you save, the retirement plans you choose. However, beyond your desire to leave some wealth to your children (or not).

    Essential personal financial issues to consider...

  • I want to help my children buy their first house

    First-time buyers are finding it harder than ever to get the money together to finance their first home. As a result, many are turning to the 'Bank of Mum and Dad'.

    Here's what you need to know...

  • I want to plan my early retirement

    There is no longer a hard and fast age at which you have to retire. It’s basically up to you and you can retire early if that’s your chosen option.

    However, you’ll need to be in a secure position...

Cant find a 'life event' that relate to you?

For financial advice on other life events, please contact us.

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