• 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

Update: Superannuation reform package

The dust has now settled, and several new tax and superannuation bills have been formally passed through the House of Representatives and Senate corresponding to the … Read More

Salary Sacrifice

Salary sacrificing is a term that many of us have heard, but what does it actually mean and how can we benefit from its use? In our animation we consider the tax-effective and … Read More

SMART Budgeting

For many of us that make resolutions, during or at the end of the year, we often unfortunately set ourselves up to fail. This may be due to a combination of factors such as … Read More

Trauma: Exploring beyond the big four

When considering the potential for a future claim on our Trauma insurance, we often think about the big four traumatic medical events e.g. heart attack, stroke, cancer and … Read More

Testimonials

Douglas Atkins

I have been a client of Lister Mason for the past 20 years. Recently I used Stephen Mason’s services in his role as a financial planner, through Customised Financial Planning. I am extremely happy with the advice I received. The Statement of Advice Stephen prepared was clear and concise and most importantly, easy to understand.  […]

More Testimonials

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