• 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

New Year’s resolutions: Habit formation & change

A resolution is a firm decision to do or not to do something. In this article, we discuss New Year’s resolutions, and why it can be challenging to keep these resolutions (and … Read More

The First Home Loan Deposit Scheme (FHLDS)

Given the current environment, it can be difficult for first home buyers to save an adequate deposit. In this animation, we illustrate the finer details of the First Home Loan … Read More

Past, present, future: Legislative changes (Part 1)

Change is inevitable. In this article, we cover legislative changes to the PBS, redundancy payments, salary sacrificing arrangements, and self-managed super funds (NALI and … Read More

Past, present, future: Legislative changes (Part 2)

Change is inevitable. In this article, we cover legislative changes to the Higher Education Loan Program, the Farm Household Allowance, the Paid Parental Leave Scheme, and … 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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