When transferring wealth before your passing, it’s vital to consider the potential financial impact to you. In this article, we discuss the Age Pension, and the gifting and deprivation rules. Read More … [Read more...]
Ph: 02 9548 5933 Talk To Us
Let Us Help You
Customised Financial Planning is a friendly and professional financial planning practice. We pride ourselves on the solutions we provide to our clients, on our long-term relationships with clients, and on the qualities of our staff.
The principal of Customised Financial Planning - Stephen Mason, is a Certified Financial Planner and has been providing strategic advice to clients for more than three decades.
We prepare and implement plans for people at various stages in their lives, and for people from all walks of life.
Enquire NowSign up to our Newsletter
Val Bronson
I have been a client of Customised Financial Planning for many years, and cannot thank them enough
