• 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

Planning for retirement when you have debt

If you’re worried about entering retirement with lingering debt, here are a few things to keep in mind. Read More … Read More

Is default bias derailing your super?

While your super can seem like a 'set and forget' investment, you might find there are more suitable options than the default ones. Read More … Read More

Estate planning strategies for blended families

Having a blended family can add a whole lot of complexity to the estate planning process. Here are a few strategies to help give you peace of mind. Read More … Read More

Can you contribute to your child’s super?

There are plenty of ways to give your child a head start financially. But is contributing to their super a good idea? Read More … 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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