• Insurance

    Life is full of unforeseen circumstances which can affect your plans. Life … Read More

    Insurance
  • Finance

    Access to Mortgage & Lending Services The days of simply going into the … Read More

    Finance
  • Aged Care Planning

    Things to Consider When caring for your elderly parents Talk with your parents … Read More

    Aged Care Planning
  • Retirement

    Thinking about retirement but not yet ready to take the leap? More Australians … Read More

    Retirement
  • About Us

    Stephen Mason has been a Financial Planner since 1989 and is an Authorised … Read More

    About Us

Latest News

The simple investing rule to help minimise big losses

When it comes to investing, advice (both good and bad) is never in short supply. But there’s one piece of advice that most investors can get behind, and that’s don’t put all … Read More

How to set up a savings system that works

A good savings plan is key to getting ahead with your finances, but it won’t be worth its salt if you can’t stick to it. Here’s how to build a sustainable savings system … Read More

How career cushioning can help you survive a shaky job market

It’s an unfortunate fact of life these days but job security isn’t always a given. Companies go through rough patches, and the economy can take unexpected turns (as the last … Read More

Setting financial boundaries with your adult kids

It’s natural to want to help your kids, but if that support continues into their adult years it can be difficult to know when and where to draw the line. If you’re nearing … Read More

Testimonials

Val Bronson

I have been a client of Customised Financial Planning for many years, and cannot thank them enough for the excellent guidance and management of my investment funds. Being in my senior years I needed confidence and reassurance that my capital would be secure and most importantly, provide an income for my retirement years. They have […]

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