• 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

Give yourself a pep talk

Life is full of long and windy turns, obstacles and tough decisions, which is why some of us may take the path of least resistance and subsequently find ourselves falling … Read More

Sports betting & gambling can really hurt you

There’s been recent cover in the news on how we are becoming increasingly exposed to gambling, due in part to the many options now available to us online. Being more informed … Read More

Multiple super accounts and you

Regardless of your age, one of the ways to help you grow your wealth and prepare for retirement is to take an active interest in your super sooner rather than later. A good … Read More

Appointing an executor

In drafting your Will, there’s an important part where you have to nominate who you would like to administer your estate in the event of your passing. It is important to … 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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