• Insurance

    Life is full of unforeseen circumstances which can affect your plans. Life … Read More

  • Finance

    Access to Mortgage & Lending Services The days of simply going into the … Read More

  • 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

  • About Us

    Stephen and Russell joined forces in 2002, forming Customised Financial … Read More

    About Us

Latest News

Meet our new staff member – Diane

We are pleased to welcome a new staff member to our team.  Some of you may have already had dealings with her. Don't forget Cath Parr is still on board and can usually … Read More

Insurers – not always doing the right thing

When you take out an insurance policy you hope you never have to make a claim, but if you do, you expect that your claim will be paid. Unfortunately, the recent … Read More

Breaching your mortgage – how to stay safe….

Many of our clients have enjoyed the services of One10, to whom we refer clients for their financing needs.  We have been working with Paul Degatesbury and Selmina Agonovic … Read More

Who sets the price? Tips for working out the value of you home when selling

When it comes to the value of our home, we all have our own idea as to what it should sell for and what we believe its value to be. Our emotional tie and perceived value of … Read More


Paul Jordan

Recently our business was hit with a major cash flow problem. Stephen came up with the solution that by utilising our superannuation funds, we were able to retain all our assets and inject the necessary capital into our business. We have used the services of Lister Mason (& Customised Financial Planning) for over 20 years […]

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