Our Support
Your Dedicated Investment Partner, we provide specialised support through our dedicated paraplanning division. We're here to enhance your offering by delivering high-quality investment proposals at your branding, tailored to your needs.
We assist with preparing investment proposals when using:
- Custodian Unit Trusts
- Custodian Share Portfolios
- Custodian Model Portfolios
Our goal is to make it easier for you to deliver professionally, client-ready investment solutions.
Proven Track Record
- Assisted in preparing Proposals Worth R6.2 Billion
- More than 600 Investment Proposals delivered in the last 3 years
Try a no-cost, no-obligation proposal with us.
At Custodian, we believe in simple products, done well .