• 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

How to prepare for a life pivot

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

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

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

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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