Securing your financial future
Citadel Wealth Solutions is a well-established financial planning practice based in Melbourne.
We’ve been helping clients create, protect, and enhance their wealth at every stage of life since 1990. We achieve this by providing friendly and expert financial advice tailored to our clients’ needs.
We pack a lot of experience and know-how into a boutique business. Together, we have more than 40 years of finance expertise that we can use to help you grow and manage your money. We’re qualified to provide strategic advice on superannuation, investment, tax planning, business and personal insurance, debt reduction, estate planning, and more.
Over the years, we’ve received industry recognition for our high-quality services—most recently in 2017, when we won the Centrepoint Alliance “Advice Practice of the Year” award in Victoria. We were also a finalist for the award in 2018.
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Our personalised and holistic approach starts with getting to know where you are and where you want to go. Then we create a tailored roadmap to help you achieve your goals. We also provide ongoing financial support and advice to manage your changing circumstances and needs to ensure you get the best outcome.
General Advice Disclaimer
The material shown in this website is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment or risk advice. Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Citadel Wealth Solutions Pty Ltd or any member or employee of Citadel Wealth Solutions Pty Ltd. Before acting on any of the information contained in this website you should obtain special advice from a specialist investment or risk professional, which is appropriate to your specific investment or risk needs, objectives and financial situation.