• 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

Compliance Audit – 5 Stars

Recently we underwent the annual Compliance Audit conducted by the IOOF compliance team. This is a compulsory requirement to ensure we continue to meet the highest of … Read More

Grit: The power of passion and perseverance

There are often numerous factors that affect our ability to reach the goals and objectives that we set for ourselves in life. In this video, Angela Lee Duckworth explains her … Read More

Household expenditure: Finding surplus income

Identifying and using surplus income can be helpful at any stage of life, whether that be during your wealth accumulation or retirement years. In this article, we look at … Read More

Life event: Future insurability benefit

There are often times in our lives when we need to review our personal insurances and make changes to ensure that they continue to meet our needs. Here, we discuss the Future … 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

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