• 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

General insurance: Home & contents insurance

The loss or damage to property due to storms and fire can be devastating. General insurance can help in this regard. In this video, the Bureau of Meteorology explains the … Read More

Jargon buster: Property investing edition

In the finance industry, there can be a considerable amount of jargon. In this article, we help you to understand some of the commonly used jargon in the residential property … Read More

Building super together

According to ASFA, the lump sum savings required at retirement for a comfortable lifestyle is $640,000 for a couple. In this article, we cover building super savings together … Read More

Residential aged care: Family home

Whether to keep or sell your home can be a complex decision when looking to enter residential aged care. In this animation, we illustrate the various options, and the … 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

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