• 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

Staying calm in the face of market volatility

Seeing your super or investments take a hit during a period of market volatility can be hard to stomach. But it pays to remember that fluctuations in share prices are part and … Read More

Transitioning to retirement with your health and sanity intact

It’s common for retirement to not live up to our expectations. If you’re feeling nervous about your post-work years, here are a few things to keep in mind. Read More … Read More

How thinking like a business can help boost your personal finances

Many business owners understand the importance of keeping overhead low, profits high, and doing what they can to stay ahead of the curve. As individuals, we might be able to … Read More

What do people typically do with their super when they retire?

If all has gone according to plan, you’ll have enough super to live comfortably in retirement. But there’s more than one way that super can be paid out, and what you choose to … 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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