• 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 Mason has been a Financial Planner since 1989 and is an Authorised … Read More

    About Us

Latest News

Investment market cycles and investor sentiment

For some of us, there can often be a ‘behaviour gap’ between what we should do and what we actually do. In this article, we discuss investment market cycles and investor … Read More

Estate planning and passing away intestate

Having an appropriate estate plan in place prior to an event is a vital consideration for your family and loved ones. In this animation, we illustrate the implications of … Read More

Bridging the gap: Women and super

When it comes to sources of income in retirement, superannuation plays a major role. However, for some women, it can be challenging to build up this retirement nest egg; we … Read More

The 50/30/20 budgeting rule

There are many subtle rules that we live our lives by. In this article, we discuss the 50/30/20 budgeting rule, a rough guide of how much money should be allocated towards … Read More


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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