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 April 2024

He was clear and concise with his advice. I would recommend him to anyone seeking professional advice approaching retirement.

5.00 April 2024

Felix has a knack for breaking down complex financial concepts into clear, actionable steps, making the journey towards financial well-being not just manageable, but enjoyable. The personal attention and care they provide is second to none, and it's evident in the positive changes in my finances. I wholeheartedly recommend Felix to anyone looking for not just a financial adviser, but a true partner in their financial success journey.

5.00 February 2024

I recently had the pleasure of working with Felix Humphries as my financial adviser. From the very beginning, Felix made me feel comfortable and confident in my financial decisions. Their expertise and guidance helped me to better understand my finances and motivated me to take the necessary steps towards success. I am grateful for the support and highly recommend Felix to anyone looking for a knowledgeable and trustworthy financial adviser.