• 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 and Russell joined forces in 2002, forming Customised Financial … Read More

    About Us

Latest News

Capturing the super cap limit deadline

The annual concessional and non-concessional contribution cap superannuation limits (and the maximum bring-forward rule) will decrease from 1 July 2017, but there are still … Read More

The risks in retirement

There are many risks that you may face when it finally comes time to retire, such as investment, legislative and longevity risk. In this animation, we discuss these and other … Read More

Life event: Claims process for personal insurance

Claiming on your personal insurances at a time that is both financially and emotionally stressful can be a daunting process. We help you better understand what may be involved … Read More

Electricity bills: Time to get wired

It’s probably safe to say that at some point in your life you’ve opened your electricity bill and got a little surprised with the total amount due – and, not in a good way. We … Read More

Testimonials

John & Eva Black

A one-stop shop for us to handle all our business and taxation needs as well as financial planning needs through Customised Financial Planning. We have been with Lister Mason for well over 20 years and have trusted them to always look after our best interest. They helped us transition from running a successful business to […]

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