• 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

Where should you put your spare money?

Not sure what to do with the spare cash you have lying around? Financial educator Nicole Pedersen-McKinnon offers some tips. Launch Video … Read More

How do you know if a comfortable retirement is within reach?

No one knows with certainty what their post-work years will look like, but there’s a lot we can do to help secure the retirement we want. Read More … Read More

What you need to know about account-based income streams

During your retirement years, you can access a portion of your super to fund your day-to-day needs while the bulk of your balance remains invested. Read More … Read More

Unlearning the bad money habits holding you back

For financial educator Vanessa Stoykov, changing our attitude towards money means first understanding all the things that shaped it in the first place. 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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