• 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

How to achieve your most ambitious goals

Bridging the gap between the present and your vision for the future can often seem like an insurmountable task. In this TED Talk, Stephen Duneier explains how to achieve your … Read More

An exercise on financial literacy for kids

Financial literacy is an important life skill. In this article, we provide you with a simple exercise that you may find helpful in terms of getting the ball rolling with your … Read More

Beliefs on money animation

Your beliefs on money can often govern what you associate with money, and the prospect of accumulating more money now and into the future. In this animation, we illustrate … Read More

Embracing the festive season spirit

The festive season spirit is centred on giving (not receiving), whether material or immaterial. In this article, we list ways to help you (and your children) embrace 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 […]

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