• 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

Inside the mind of a master procrastinator

Have you ever been in a situation where you had a personal or work deadline and instead of sticking to your schedule you got side-tracked? For some people procrastination can … Read More

REITS what are they and how do they work?

When most people think about investing in property they tend to think about residential homes or commercial properties such as shops, offices or industrial buildings. But … Read More

Why are interest rates so low?

With the Reserve Bank of Australia cutting the official cash rate in August for the second time in 2016, the official cash rate in Australia now sits at a record low … Read More

Liquidity – What does it really mean?

Have you ever been in the situation where you needed to withdraw cash, close a term deposit before maturity, sell-down managed funds or shares, or put a property on the market … 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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