Felix Humphries

Custodian Financial Group

Bronze

6 Yrs Experience

Griffith, ACT 2603

About Felix
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Felix has been with Custodian Financial Group since 2015 and has experience advising a diverse client base, from young accumulators to large self-managed superannuation funds and non-for-profits. He assists his clients with wealth creation strategies, taxation, superannuation and investment strategy development. Felix enjoys being able to guide his clients through their financial circumstances to help them achieve their financial and lifestyle goals. When not in the office, Felix can be found mastering his skills on Mario Kart or practicing his tennis serve.

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets

5.00 October 2024

I wanted to take a moment to shout out Felix, my financial adviser. Felix has been an absolute lifesaver, expertly navigating my complex financial affairs with incredible professionalism and patience. His dedication and insight have made a huge difference. Thank you, Felix, for your unwavering support and for always making sure I'm on the right track. Your efforts are greatly appreciated!

5.00 October 2024

I can’t recommend Felix enough as a financial adviser! From the moment we started working together, his energy and enthusiasm made a world of difference. Felix has an incredible knack for breaking things down in a way that’s easy to understand. It is clear he genuinely cares about his clients and their goals. He took the time to listen to my concerns and tailored his advice to fit my unique situation, which made all the difference. I felt heard and respected throughout our sessions.

5.00 August 2024

Felix has been a game-changer for my finances. He really took the time to understand what matters most to me and tailored his advice accordingly. Whether it’s navigating investments or planning for retirement, his insights have been spot-on. He’s approachable, transparent, and genuinely cares about my financial well-being. If you’re looking for a financial adviser who listens and delivers personalised solutions, Felix is your guy. Highly recommend!

5.00 June 2024

Felix has been an exceptional financial adviser to my wife and I, demonstrating a deep understanding of the markets and a genuine commitment to my financial goals. His advice is always tailored and insightful, making complex investment strategies seem straightforward and easy to understand. He has also been able to extend his support to my family members, which I've truly been appreciative of.

5.00 May 2024

His expertise has significantly contributed to the growth of my wealth and provided me with a clear trajectory towards a comfortable retirement. His guidance is always tailored, insightful, and in my best financial interest. I highly recommend Felix to anyone seeking a knowledgeable and reliable financial adviser.