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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
Volunteering has plenty of benefits for retirees. Should you take it up?
March 22, 2024
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
March 22, 2024
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
February 28, 2024
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
February 28, 2024
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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