An important part of an estate plan is making sure your affairs are in order prior to your passing. In this animation, we discuss superannuation death benefits, eligible beneficiaries and different types of beneficiary nominations you can make. Launch video... This article appeared … [Read more...]
Running the retirement planning race
For those who have taken part in a marathon or other endurance sport, you’ll already know that to reach the finish line you need: 1. Preparation, 2. Flexibility, 3. And, perseverance. In many ways, retirement planning is quite similar. Below we take a look at some of the key … [Read more...]
Income protection: Supplementary provisions
There are many benefits to holding Income Protection insurance. In this article, we discuss several supplementary provisions held within some Income Protection insurance policies that have a focus on enhanced coverage. Read more... … [Read more...]
Douglas Atkins
I have been a client of Lister Mason, CPA's for the past 25 years. Recently I used Stephen Mason's services in his role as a financial planner, through Customised Financial Planning. I am extremely happy with the advice I received. The Statement of Advice Stephen prepared was clear and … [Read more...]
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