• 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

Aged care services and receiving care at home

At some point in your life you may find that you need assistance to continue living at home. In this video, Saturday Night Live provide a light-hearted segue to talk about … Read More

Needs analysis: Linked personal insurance policies

Needs analysis: Linked personal insurance policies A needs analysis can be an important initial step in the establishment of an appropriate personal insurance plan. In this … Read More

Considering a sea/tree change in retirement?

Nearing or in retirement, for one reason or another, some of us can start to give thought towards a sea/tree change. In this article, we discuss relevant considerations before … Read More

Establishing an emergency buffer

A key question to consider is whether you have enough savings at hand to weather an unexpected financial emergency. In this animation, we illustrate the importance of … 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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