• 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

Strategies to overcome personal or work related problems

When faced with a problem, it’s important to consider your approach to overcoming it. In this TED Talk, Dr. Lani Nelson Zlupko provides strategies to overcome a personal or … Read More

Practising self-care: Relation, rejuvenation and reflection

For many of us, work forms a major part of our daily lives. In this article, we discuss burnout, work/life balance, and the importance of practising self-care over the festive … Read More

Getting ahead financially: Household financial waste

Getting ahead financially can involve an analysis of your existing financial situation; seeing if adjustments are required in one or more areas. In this article, we discuss … Read More

Your financial situation, goals and objectives animation

Understanding where you are and where you want to be is vital when setting out to achieve the latter. In this animation, we illustrate the phrase, ‘your financial situation, … 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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