• 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

2021 Budget: The ‘Securing Australia’s Recovery’ proposed measures

Treasurer Josh Frydenberg delivered the 2021-22 Federal Budget on 11 May 2021. We provide an overview of several key proposed policy measures that may be relevant to … Read More

2021 Budget: Leigh Sales and Treasurer Josh Frydenberg

In the 2021-22 Federal Budget, Treasurer Josh Frydenberg announced many proposed policy measures—ABC News’ Leigh Sales interviews the Treasurer to further discuss these … Read More

2021 Budget: Key proposed policy measures explained

ABC News’ James Glenday unpacks the 2021-22 Federal Budget—Australia’s economic and fiscal position, as well as the Government’s policy priorities (and proposed policy … Read More

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

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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