• 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 Family Home Guarantee animation

It can be difficult for someone who is separated or divorced—especially with children—to save an adequate home deposit. In this animation, we illustrate the details of the … Read More

Invalid wills, passing away intestate, and intestacy rules – Part 2

One of the most important things we can do prior to our passing is ensure we have a valid will in place. In this article, we provide an update on various intestacy rules that … Read More

TPD insurance: Core & supplementary provisions

There can be many benefits to holding TPD insurance. In this article, we discuss several supplementary provisions contained within some TPD insurance policies focused on … Read More

Workplace mental health – all you need to know (for now)

A mental health condition will affect 45.5% of Australians at some point in their lifetime. In this insightful TED Talk, Tom Oxley explores all things related to workplace … 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 […]

More Testimonials

Newsletter

Sign up for our latest newsletter