• 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

Reversionary benefit nominations

Upon commencing a pension, you may have the option to nominate a reversionary beneficiary. In this article, we discuss the facts on this type of superannuation income stream … Read More

Underinsurance in Australia animation

Underinsurance, which can refer to inadequate or no insurance, is a significant issue in Australia. In this animation, we illustrate the details of underinsurance in the … Read More

Why rebalance an investment portfolio?

The returns of asset classes can alter our chosen asset allocation within an investment portfolio. In this article, we explore the importance of periodically rebalancing an … Read More

31 March 2020: Income protection insurance

APRA has released several measures that affect income protection insurance. In this article, we provide an overview of these measures, especially in relation to the agreed … 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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