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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
How to prepare for a life pivot
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Change is daunting, but there’s no better way to calm your nerves than to dip your toes into the water. Read More … Read More
The simple maths behind becoming a millionaire
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A seven figure net worth might seem unattainable, but there’s some pretty simple maths at its core. Read More … Read More
4 ways an early inheritance could change your child’s life
June 16, 2025
Giving an inheritance is one of the most generous things you can do for your children, but the timing can make all the difference. Read More … Read More
How to retire well according to psychology
May 20, 2025
What does psychology tell us about staying happy and healthy, maintaining a sense of purpose, and making the most of your retirement years? 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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