• 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

Estate planning crossword: Answers

Estate planning is about planning who gets what assets, at what time and in what manner upon your passing. In this article, we provide the answers to our recent estate … Read More

High-income and multiple employers?

Are you a high-income earner with multiple employers? A bill that recently became law may be of interest to you. In this funny video, Mr Bean shows us how to not head off to … Read More

Investing: The different types of asset classes

When investing for the future, it’s important to understand the different types of asset classes (i.e. cash, fixed interest, property and shares). In this article, we explore … Read More

Intergenerational wealth transfer

Upon your passing, an intergenerational wealth transfer may occur; the transfer of your wealth to the next generation. In this animation, we illustrate important … 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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