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Aged Care Planning
Things to Consider When caring for your elderly parents Talk with your parents … Read More
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Retirement
Thinking about retirement but not yet ready to take the leap? More Australians … Read More
Latest News
The simple investing rule to help minimise big losses
December 18, 2025
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
December 18, 2025
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
December 18, 2025
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
December 18, 2025
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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