Are you confident your super will go to your preferred beneficiary if you pass away? Here are a few scenarios that might cause trouble for you. Read More … [Read more...]
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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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Val Bronson
I have been a client of Customised Financial Planning for many years, and cannot thank them enough
