• Insurance

    Life is full of unforeseen circumstances which can affect your plans. Life … Read More

  • Finance

    Access to Mortgage & Lending Services The days of simply going into the … Read More

  • 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

  • About Us

    Stephen Mason has been a Financial Planner since 1989 and is an Authorised … Read More

    About Us

Latest News

3 cognitive biases that might be hindering your financial success

Behavioural economist Simon Russell discusses some of the ways that our unconscious mind might be calling the shots when it comes to investing. Read More … Read More

Passing on wealth while alive or through a Will: Which is better?

Is it better to pass on your wealth with warm or cold hands? As always, the answer depends. But there are a few pitfalls you should be aware of with each. Read More … Read More

Cash poor, getting by or high net worth: What will your retirement look like?

If you’re thinking about retiring soon, take some time to review your financial position and think about which of the following categories you might find yourself in. Read … Read More

Teenager’s first job: Tips to help them manage their finances

Your child is sure to learn plenty of important money lessons once they start earning an income, but there’s still plenty you can do to nudge them in the right … Read More


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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