• 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

Dream big: SpaceX’s Falcon Heavy rocket launch

“Shoot for the moon. Even if you miss, you’ll land among the stars.” (Norman Vincent Peale). In this SpaceX video, a Falcon Heavy rocket launches into space with a rather … Read More

1 July 2019: Protecting Your Superannuation Package

Several changes are coming to superannuation, and action may be required on your part prior to 1 July 2019. In this article, we discuss the recently legislated Protecting Your … Read More

A healthy retirement: Physical activity and dietary guidelines

Retirement is a time to relax and enjoy the fruits of your labours; but, can relaxing too much be a bad thing? In this article, we explore the physical activity and dietary … Read More

Your financial wellbeing animation

A recent survey has found that on average Australians have a financial wellbeing score of 59 out of 100. In this animation, we illustrate what is financial wellbeing, and the … 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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