• 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

Essential moves to make when interest rates drop

If you play your cards right during a period of low rates, you can reap financial wins that pay off in the long term. Read More … Read More

What to know before going guarantor on your child’s loan

Going guarantor on your child’s mortgage can help fast track their home ownership goals. But as a parent, there’s a lot you’ll need to know before jumping on board. Read More … Read More

Prenups: What are they and when should you consider one?

If your relationship ends, having a plan in place for your assets could spare you a lot of stress and heartache. Read More … Read More

Do you still have to worry about tax in retirement?

Commencing retirement doesn’t necessarily mean your tax paying days are behind you. 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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