• 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

Update: Indexation of the transfer balance cap

The transfer balance cap limits the amount of super benefits that can be transferred to retirement phase. In this article, we provide information on the future indexation of … Read More

Environmental, Social & Governance (ESG) investing

For some investors, there may be a desire to align their investment values with their personal values. In this animation, we illustrate Environmental, Social & Governance … Read More

Individual taxation: Tax offsets (or rebates)

The income you receive will often be assessable for income tax purposes. However, there will also be instances where the tax payable may be reduced. In this article, we … Read More

Personal insurances: Insurance premium styles

A number of variables influence the insurance premiums payable on a personal insurance policy. In this article, we cover one such variable, insurance premium style and the … 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 […]

More Testimonials

Newsletter

Sign up for our latest newsletter