• 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

Royal Commission into Misconduct in the Banking, Super and Financial Services Industry

Over the last year or so, there has been much attention centred on the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. The … Read More

Checklist: How to become more energy-savvy

Being more energy-savvy in your home is not only good for the environment, but also for your hip pocket over the long-term. In this article, we provide a list of ways to … Read More

Life event: Helpful tips to save for a home deposit

For first homebuyers especially, saving for a home deposit can often take a considerable amount of time and effort. In this article, we offer some helpful tips. Read More … Read More

Personal insurances: Managing Risk

An important part of wealth accumulation is putting appropriate strategies in place to manage risk. In this animation, we illustrate one such strategy – a comprehensive … 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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