• 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

How to retire well according to psychology

What does psychology tell us about staying happy and healthy, maintaining a sense of purpose, and making the most of your retirement years? Read More … Read More

Planning a career change: A survival guide

Jumping from one career to another can be rewarding, but you’re going to need a plan. Read More … Read More

Staying ahead when markets are volatile

Share prices go up and down, but prolonged downturns can be the ultimate test of resilience. Read More … Read More

Essential moves to make when interest rates drop

If you play your cards right during a period of low rates, you can reap financial wins that pay off in the long term. Read More … 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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