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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 concise and most importantly, easy to understand. It met my needs perfectly.
I would have no hesitation in recommending his services.
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.
Enquire NowI have been a client of Customised Financial Planning for many years, and cannot thank them enough
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