• 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

EOFY planning: Tax and superannuation strategies

The end of financial year is close. In this article, we look at end of financial year planning strategies that may be worth considering, when it comes to tax and … Read More

Diversification fundamentals in portfolio construction

You’ve probably heard the saying, “Don’t put all of your eggs in the one basket”, but what does it mean? In this article, we explore the importance of diversification when it … Read More

Income protection: Supplementary provisions

There are many benefits to holding Income Protection insurance. In this article, we discuss several supplementary provisions held within some Income Protection insurance … Read More

Small business CGT concessions

If you are considering selling a small business or the assets it uses, you may be eligible for a range of CGT concessions to help reduce the capital gains tax associated with … Read More

Testimonials

Douglas Atkins

I have been a client of Lister Mason for the past 20 years. Recently I used Stephen Mason’s services in his role as a financial planner, through Customised Financial Planning. I am extremely happy with the advice I received. The Statement of Advice Stephen prepared was clear and concise and most importantly, easy to understand.  […]

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