• 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

Household finances: Personal financial statements

Proper, ongoing management accounting is crucial for running a successful, long-term business. This is the same for your personal accounting. In this article, we explore … Read More

Personal insurances: Insurance premium variables

Insurance premiums can vary considerably from one person to the next due to the diverse range of variables at play. In this article, we explore several of these variables via … Read More

A minimalist approach to personal finance

Minimalism involves reviewing your priorities and removing excesses that don’t add value to your life. In this video, Matt D’Avella shares how minimalism helped him with his … Read More

Royal Commission into Misconduct in the Banking, Super and Financial Services Industry

Over the last year or so, there has been much attention centred on the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. 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 […]

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