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

    About Us

Latest News

President-elect Trump: What should you do?

In light of Donald Trump’s recent victory in the U.S. election, this short video by a respected research house, Morningstar Investment Management, provides information on … Read More

Look beyond borders: 4 minutes experiment

According to Matthieu Ricard, “Empathy is the faculty to resonate with the feelings of others. When we meet someone, who is joyful, we smile. When we witness someone in pain, … Read More

A ‘Living’ Will: Advanced care directives

We generally expect that our wishes for medical treatment will be respected, but what happens when we are not able to make decisions, due to an accident, sudden illness, or a … Read More

TPD claim definitions explored

For many of us Total and Permanent Disablement cover forms a component of our overall personal insurance plan; in the event of a disabling sickness or injury it has been … 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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