• 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 tough financial conversations couples shouldn’t avoid

Many people aren’t comfortable discussing money, even with their partner. But sweeping money matters under the rug can lead to problems down the track. Launch Video … Read More

Immediate steps to take after receiving a large cash windfall

Receiving a large sum of money can seem like a blessing at first. But the novelty and excitement can quickly give way to stress and decision paralysis. Read More … Read More

The financial scams to watch our for in 2024

Australians lost a total of $477 million to scams last year, with the majority of victims falling in the over-65 category. Here are a few common ploys used by cybercriminals … Read More

Can you start working again after receiving your super?

Circumstances change, and you might be thinking about returning to work after having entered retirement. But is this allowed if you’ve already accessed your super? 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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