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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 tough financial conversations couples shouldn’t avoid
April 17, 2024
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
April 17, 2024
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
April 17, 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?
April 17, 2024
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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