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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
Things to keep in mind when cashing in your investments
October 15, 2025
While it can be rewarding watching your investments grow over time, what happens when you finally want to cash them in? Maybe you believe a particular investment has … Read More
What is money dysmorphia and how can you overcome it?
October 15, 2025
Keeping a close eye on your finances is healthy, and it’s perfectly normal to feel a pang of anxiety when things aren’t going to plan, but is it possible to take things too … Read More
5 traps to a avoid when renovating your home
October 15, 2025
Renovating your home can be a great way to increase its value, make it more energy efficient, or simply bring its look and feel into the 21st century. But as anyone who’s … Read More
Do you really need $1 million to retire?
October 15, 2025
Ask a group of strangers how much money the average Australian will need in retirement and there’s a good chance their answers will coalesce around a single figure – $1 … 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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