• 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

Federal Budget 2024-25: What you need to know

The Labor Government’s 2024-25 Federal Budget was unveiled on 14 May. We look at how the Government plans to manage the cost of living crisis while also keeping inflation in … Read More

The tax implications of being made redundant

A redundancy payment can help lessen the sting of losing your job. These payments can sometimes be quite generous, so questions around tax are bound to come up. Read More … Read More

Having the inheritance and aged care talks with your parents

It can be challenging to talk about money across generations. But starting those conversations with your parents can be crucial, especially when there are inheritances … Read More

What you need to know about death and TPD insurance

You won’t be blamed for avoiding thinking about death and total and permanent disability (TPD) insurance. But depending on your occupation you might be doing yourself a … 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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