• 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

The psychology of splurging: Why we overspend and how to stop

Overspending is often framed as a self-control issue, but research suggests it’s rarely that simple. Our spending habits tend to be shaped by a mix of social pressures, … Read More

Good budgeting: Finding your perfect match

There’s no one-size-fits-all approach to managing your money. And especially when it comes to budgeting, the method that works for one person might feel restrictive or … Read More

How to accelerate your home deposit

Saving for a home deposit can feel overwhelming. And with property prices seemingly always on the rise, it can feel like you’re chasing a moving target, no matter how much you … Read More

Is your cash costing you?

Having a healthy amount of cash in the bank can provide a sense of security. It gives you a safety net for emergencies and ready access to funds when you need them. But … 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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