• 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

Melbourne Cup 2020 staff function

This year's Melbourne Cup was spent at The Crest Hotel, Sylvania. Everyone wore their fancy Cup attire and a lot of fun was had. We thought you might enjoy a look at our … Read More

Taxation update: Personal Income Tax Plan

In the 2020-21 Federal Budget, proposed changes to individual taxation were announced. In this article, we provide an overview of these now legislated changes and what they … Read More

Personal insurance pre-assessment animation

A pre-assessment is an informal way of finding out how insurers may view your formal insurance application. In this animation, we illustrate pre-assessments and their … Read More

Super re-contribution strategy explained

Super benefits may comprise of two components: a tax-free and taxable (taxed element) component. In this article, we discuss a re-contribution strategy—one way to increase the … 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 […]

More Testimonials

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