• 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

Preventative health checks to do at every age

Our health needs change over time, and as we age it’s good to catch risk factors early. One of the most effective ways to get ahead of potential problems is through regular … Read More

What is the singles tax and how can you beat it?

The reality of being single is it often comes with hidden costs that those who’ve partnered up don’t have to deal with. Utilities, rent, car costs – these might be manageable … Read More

Retiring soon? Here are 3 super decisions you need to make

The thought of putting your working years behind you can be exciting. But that giddy anticipation can give way to panic once all the practical considerations start piling up. … Read More

How to audit your partner before combining finances

It’s probably no surprise that money is one of the biggest contributors to stress and conflict in relationships. But many of the issues couples face years in can be traced … 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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