If you’re heading into retirement, you might have heard the term ‘recontribution strategy’ thrown around quite a bit. You probably guessed this involves withdrawing a lump sum from your super before immediately putting it back, but why would anyone want to do that? Strange as it may seem, some … [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
