• 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

What happens to super if you divorce?

Superannuation, divorce and family law can be difficult enough to navigate on their own, but things can get especially complex when they’re bundled together. Read More … Read More

Inheriting property with siblings: What are your options?

Knowing you’ll inherit your parents’ home may be welcome news, but things can get very tricky if you have siblings you’ll have to share it with. Read More … Read More

5 simple metrics to gauge your financial health

If elaborate spreadsheets aren’t your thing, you might use these metrics to get a sense of how your finances are faring — and how far you have to go to reach your goals. Read … Read More

Practical tips on how to grow your money mindset

Financial educator Vanessa Stoykov offers some tips to help shift your attitude towards money. Launch Video … 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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