• 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

Vanessa Stoykov: 4 ways to potentially make better money choices as a family

Letting your kids in on money decisions can provide a great opportunity to pass on some money wisdom and learn a few lessons of your own. Read More … Read More

ESG investing: weighing up what matters

With ESG investing continuing to be on the rise in Australia, we look at potential considerations when thinking about your investment portfolio. Read More … Read More

Protecting retirement savings from inflation

Explore the strategies that can help with protecting the value of retirement savings, now and into the future. Read More … Read More

3 ways to stress test mortgage repayments

One way to prepare for uncertainty is to consider and plan for alternative outcomes. We discuss putting higher lending rates and mortgage repayments to the test. 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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