If you would like to make an appointment to speak with one of our advisers please contact us today. Your initial consultation is held at our cost.

Citadel Wealth Solutions is an award winning boutique practice which provides holistic financial planning advice and services.

We tailor superannuation, investment and insurance solutions to the specific needs of our clients and work with key partners to create, protect and preserve multi-generational wealth.

We have become specialists by working with our clients' other trusted advisers to deliver a comprehensive and coordinated strategy.

Our services include: (click for more details)

- Superannuation - Life Insurance
- Investment - Business Insurance
- Self Managed Super Funds - Trauma & Disability Insurance
- Salary Packaging - Income Protection Insurance
- Centrelink Benefits - Estate Planning
- Tax Planning - Transition to Retirement Strategies
- Insurance Claims Assistance - Business Succession Planning

Click here to see what our clients said about us in the results of our recent survey.

The human face of underinsurance

How do you choose a financial planner? Could we be the right business for you? ​Click here for a guide from the Financial Planning Association of Australia.

Some photos from our recent Client Update Dinner held at Green Acres Golf Club:

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.

Financial Services Guide Complaints Procedure

Citadel Wealth Solutions Pty Ltd is a Corporate Authorised Representative No. 343035 of Professional Investment Services Pty. Ltd.
ABN 11 074 608 558

Australian Financial Services License No. 234951
Ph: 1300 557 598