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Aged Care Planning
Things to Consider When caring for your elderly parents Talk with your parents … Read More
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Retirement
Thinking about retirement but not yet ready to take the leap? More Australians … Read More
Latest News
Preventative health checks to do at every age
August 20, 2025
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?
August 20, 2025
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
August 20, 2025
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
August 20, 2025
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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