• 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

Volunteering has plenty of benefits for retirees. Should you take it up?

Our post-work years often lack the structure and meaning that our working years did. For those looking for a substitute, volunteering might be the answer. Read More … Read More

The tax deduction not many people talk about

There’s been a lot of focus on the rejigged stage 3 tax cuts. But there’s another way to potentially reduce your taxes, and it receives comparatively little attention. Read … Read More

Staying calm in the face of market volatility

Seeing your super or investments take a hit during a period of market volatility can be hard to stomach. But it pays to remember that fluctuations in share prices are part and … Read More

Transitioning to retirement with your health and sanity intact

It’s common for retirement to not live up to our expectations. If you’re feeling nervous about your post-work years, here are a few things to keep in mind. 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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