A number of variables influence the insurance premiums payable on a personal insurance policy. In this article, we cover one such variable, insurance premium style and the options available. Read More … [Read more...]

For many, the 2020 calendar year and the COVID-19 pandemic brought about a sudden and dramatic workplace shift. In this Bloomberg video, there are insightful discussions on the future of work. Launch Video … [Read more...]

2020 was a year unlike any other in recent memory—testing us financially, physically, mentally, and emotionally over an extended period. In this video, Google showcases searches that shaped 2020. Launch Video … [Read more...]

There are over 100 lenders in Australia offering a combined total of nearly 4,000 different home loan products. In this article, we provide a general overview of home loan refinancing (or switching). Read More … [Read more...]

Diversification is a key risk management strategy used when constructing an appropriate investment portfolio. In this article, we provide information on investment portfolios and concentration risk. Read More … [Read more...]

Come retirement, many factors can impact your super balance—such as time coupled with contributions. In this animation, we illustrate the finer details of concessional contributions. Launch Video … [Read more...]

The making of a resolution can often be sparked post-reflection by our need or want to seek positive change in an area of our life. In this article, we discuss personal finance-related resolutions. Read More … [Read more...]

Financially Speaking Summer 2020 edition.... please click on the link to read articles. https://customisedfinancialplanning.com.au/files/2021/01/Financially-Speaking-Summer-2020.pdf … [Read more...]

Our office will be closed from Thursday 24  December 2020 and reopen on Monday 4 January 2021.  We wish a very happy Christmas and a much brighter (it  has to be) 2021. … [Read more...]

A mindful money practice requires you to pay full attention to your money on a moment-by-moment basis. In this TED Talk, Dr Shauna Shapiro discusses how mindfulness can help us make positive changes. Launch Video … [Read more...]