• 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

Things to keep in mind when cashing in your investments

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?

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

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?

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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