• 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

Vanessa Stoykov: How to lower your money stress

Vanessa Stoykov is a renowned Australian money educator. In this special financial education piece, Vanessa shares ways to mentally get around the challenge of money-related … Read More

Talking about death while you’re still healthy

Do you have wishes when you pass away? Do you know how you would like to be remembered? In this candid, heartfelt TED Talk, Michelle Knox touches on a difficult subject to … Read More

The different types of aged care services

In our retirement years, a time may come when we need to consider aged care services to help with looking after ourselves. In this article, we discuss several different types … Read More

Contributing to super: Personal deductible contributions

For the 2018-19 financial year, 436,952 individuals claimed on average $13,395 in deductions for personal super contributions. In this article, we briefly cover personal … 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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