Archives for February 2019

Personal insurances: Managing Risk

posted on February 20, 2019 by chrismason

An important part of wealth accumulation is putting appropriate strategies in place to manage risk. In this animation, we illustrate one such strategy – a comprehensive personal insurance plan. Launch Video … [Read more...]

Reverse Mortgages: The Pension Loans Scheme

posted on February 20, 2019 by chrismason

The saying ‘asset-rich, but income-poor’ can be an accurate description of the financial situation of some retirees. In this article, we look at the Government’s Pension Loans Scheme. Read More … [Read more...]

Customised Financial Planning is a friendly and professional financial planning practice. We pride ourselves on the solutions we provide to our clients, on our long-term relationships with clients, and on the qualities of our staff.

The principal of Customised Financial Planning - Stephen Mason, is a Certified Financial Planner and has been providing strategic advice to clients for more than three decades.

We prepare and implement plans for people at various stages in their lives, and for people from all walks of life.

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Personal insurances: Managing Risk

Reverse Mortgages: The Pension Loans Scheme

Retirement

Insurance

Finance

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