• 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

Long-term investing: The hare and the tortoise race

In this video, we see a famous fable come to life with a race between a hare and a tortoise. This is a timely reminder of the importance of long-term investment fundamentals, … Read More

Financial attitudes and behaviours: The power of perspective

Perspective can be a powerful tool when used appropriately. Have you ever wondered how you compare to the average Australian in terms of financial attitudes and behaviours? We … Read More

The marshmallow experiment and personal finance

In our daily lives, we are constantly confronted with situations in which we are required, or in some instances encouraged, to make a decision about what we spend our money … Read More

Super-linked TPD insurance

Many important considerations are taken into account when establishing a Total and Permanent Disability (TPD) insurance policy that appropriately reflects your needs. In this … 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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