• 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

Nominal versus real rate of return animation

When assessing an investment’s performance, it’s important to consider the information in front of you. In this animation, we illustrate the difference between nominal and … Read More

Retirees and the Commonwealth Seniors Health Card

As you make your way through your retirement years, you may start to find that your expenditure on healthcare increases. In this article, we take a closer look at the … Read More

1 April 2020: ‘Protecting Your Suer Package’ 2.0

A bill, which builds upon the previously passed ‘Protecting Your Super Package’, recently passed through parliament. In this article, we explore the combined impact of these … Read More

Social interaction and other longevity factors

Genetics, gender, healthcare and lifestyle are all factors that can affect longevity. In this TED Talk, Susan Pinker, a longevity researcher, discusses an often overlooked … 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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