About Us

Custodian Financial Services is a financial advisory company situated in the northern suburbs of 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

For us it's about

Personal Attention

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.

Building Relationships

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?

So if you wanted to know?

What About Me

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.

What About My Family

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.

What About My Stuff

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.

What About My Future

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.