top of page

WE KNOW YOUR FAMILY IS YOUR
Greatest Wealth

Life Stage Financial Planning

We're all about making your money work smarter, not harder! Our top priority is ensuring your family's long-term financial security with maximum efficiency.

At Family Wealth Custodians, we understand that your financial needs and goals evolve throughout different stages of life. Our Life Stage Financial Planning services are designed to provide tailored guidance and support, ensuring you make informed decisions that align with your current and future circumstances.


Our approach begins with a thorough assessment of your financial situation, identifying your immediate needs and long-term aspirations. By considering factors such as your career stage, family dynamics, and personal goals, we create a customized financial plan that addresses the unique challenges and opportunities you face at each life stage.


Our Life Stage Financial Planning services cover a wide range of areas to ensure comprehensive support:

  • Early Career Planning: Building a solid financial foundation, managing debt, and establishing savings goals.
  • Family Planning: Preparing for major life events such as marriage, home buying, and raising children.
  • Mid-Career Planning: Maximizing earning potential, investment strategies, and planning for children's education.
  • Pre-Retirement Planning: Optimizing retirement savings, transitioning to retirement, and estate planning.
  • Retirement Planning: Managing retirement income, healthcare considerations, and preserving wealth for future generations.

With our Life Stage Financial Planning services, you receive personalized advice and strategies tailored to your specific stage of life. Our team is committed to providing ongoing support, adjusting your plan as your circumstances change, and ensuring you stay on track to achieve your financial goals. Trust Family Wealth Custodians to guide you through every phase of your financial journey, helping you build a secure and prosperous future.

Are you looking for specific advice or services?  Choose from our related services:

Life Stage Financial Planning

We're all about making your money work smarter, not harder! Our top priority is ensuring your family's long-term financial security with maximum efficiency.

Father and Son Playing

Investment Management

Our investment approach is designed to assist families in building long-term wealth through a simplified and innovative strategy. 

Retirement Planning

Secure your financial future with our retirement planning service. We offer personalized solutions tailored to your unique needs and circumstances, so you can enjoy your golden years

Business Meeting

Tax Planning and Accounting

We understand the importance of minimizing tax liabilities and maximizing tax savings for our clients. Let us help you achieve your financial goals with our expert tax planning and accounting services.

Family Wealth Master Plan™

Your Family Wealth Master Plan is a detailed financial plan that provides a roadmap for achieving your financial goals. Our team creates a customized plan that considers your unique circumstances, helping you decide about your financial future.

In a Meeting

Life Assurance

We provide advice on efficient assurance coverage so that you can have peace of mind knowing that you are getting the most protection possible while minimizing costs.

Fiduciary Services

Our goal is to be your lifelong companion, accompanying you through all the ups and downs. We offer both compassion and effectiveness, assistance and expertise.

Laughing During a Meeting

Employee Benefits

Our employee benefits service offers a range of options to meet different needs and budgets. We provide support and advice to help businesses care for their employees and attract top talent.

Business Assurance

We assist businesses in mitigating risks and complying with regulations through our expert team's comprehensive assurance services, including risk assessments, insurance advice, and reviews.

bottom of page