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    Life is full of unforeseen circumstances which can affect your plans. Life … Read More

    Insurance
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    Access to Mortgage & Lending Services The days of simply going into the … Read More

    Finance
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    Things to Consider When caring for your elderly parents Talk with your parents … Read More

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    Thinking about retirement but not yet ready to take the leap? More Australians … Read More

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    Stephen Mason has been a Financial Planner since 1989 and is an Authorised … Read More

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Latest News

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

January 22, 2026

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

January 22, 2026

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

January 22, 2026

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?

January 22, 2026

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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  • About Us
    • Our Team
    • Our Approach
    • Our Investment Portfolio Construction Philosophy
    • Financial Services Guide – website disclosure information
  • Resources & News
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    • This information and certain references, where indicated, are taken from sources believed to be accurate and correct. To the extent permitted by the Law, Customised Financial Planning, its representatives, officers and employees accept no liability for any person that relies upon the information contained herein.
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Customised Financial Planning is an Authorised Representative
of Customised Financial Pty Limited ABN 15 666 646 082
Suite 2003a, 376 Bay Street Brighton-le-Sands NSW 2216
AFSL 548360 Life Insurance Broker

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