• 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

Small business CGT concessions

If you are considering selling a small business or the assets it uses, you may be eligible for a range of CGT concessions to help reduce the capital gains tax associated with … Read More

What is negative gearing?

Negative gearing is a wealth accumulation strategy that often also aims to minimise tax. In this animation, we demonstrate what negative gearing is and several of the … Read More

Exploring goals-based investing

The foundation of goals-based investing lies in ensuring that there is alignment between your financial goals and objectives, tolerance for risk and the way your investment … Read More

Aged care services: Commonwealth home support programme

For the majority of people, being able to live independently in your home as you age is what you want, but the reality is that sometimes you may need some help. In this … Read More

Testimonials

John & Eva Black

A one-stop shop for us to handle all our business and taxation needs as well as financial planning needs through Customised Financial Planning. We have been with Lister Mason for well over 20 years and have trusted them to always look after our best interest. They helped us transition from running a successful business to […]

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