A one-stop shop for us to handle all our business and taxation needs as well as financial planning needs through Customised Financial Planning. We have been with Lister Mason for well over 20 years and have trusted them to always look after our best interest. They helped us transition from running a … [Read more...]
Archives for September 2013
posted on September 19, 2013 by
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 … [Read more...]
