• 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

Palliative care: Facing mortality with care and support

For many of us, we may associate palliative care with aged care; however, in reality, it’s for anyone with a life-limiting or terminal illness. In this deeply moving Ted Talk, … Read More

Tax refunds and investing in yourself

“The most important investment you can make is in yourself.” (Warren Buffett). In this article, we explore this quote within the context of helpful spending suggestions for … Read More

Super engagement: Your annual super statement

Super will be one of the biggest financial assets that you will ever own in your lifetime. Despite this, some of us find it difficult to actively engage with our super – often … Read More

Life insurance

Thinking about your own mortality can be both daunting and confronting as it’s often far removed from the expectations of how you see your life panning out, i.e. living to a … Read More

Testimonials

Edythe & Ian Wilkin

As far as we’re concerned our association has been a joint benefit.    You have given us peace of mind that we can safely leave our financial matters in your hands.  We have always had complete trust in your expertise and integrity and we’ve happily left you to get on with your job.  We look forward […]

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