• 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 land your dream job

The job market is more competitive than ever these days, and standing out takes more than just a polished resume. Whether you’re fresh out of uni, chasing a higher salary, or … Read More

Reviewing your insurance policies like a pro

There’s nothing less exciting than reading over terms and conditions. But when it comes to insurance, regularly reviewing your policies is the only way to make sure you’re not … Read More

Designing your ideal retirement in 4 steps

Retirement is around the corner and chances are you’re excited to finally reap the rewards of all your hard work over the years. But for a lot of people, that excitement will … Read More

Thinking about buying property? 6 questions to ask first

Despite elevated interest rates and eye-watering property prices, Australians’ obsession with real estate continues unabated. If you or your children are thinking of taking … 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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