Some five years ago, my husband and I took a realistic look into our financial situation – which had very limited growth. On advice from a family member, we contacted Mr Stephen Mason, an accountant and financial advisor of Customised Financial Planning at Engadine. He has been in the both the accounting and financial planning professions for many years and came highly recommended.
We met with Stephen who listened to our aims, expectations and objectives. We then completed a questionnaire and ultimately were presented with a financial strategy which met our needs and fully explained Stephen’s recommendations. We found communication with Stephen very easy.
Five years later, his recommendations and advice given have more than met our objectives. We feel secure with the income stream and capital growth over this period. Also the professionalism and support of Stephen’s staff has been wonderful.
This year, my husband passed away after a short illness. Stephen and his staff were more than just helpful. They assisted me with several matters that arose. Being slightly disabled and unwell, the consideration shown to me and keeping me abreast of our investments was so greatly appreciated.
My husband felt at ease before he died, knowing that our investments were in good hands. The very positive results along with the personal tailoring (in order to meet our objectives at a difficult time) made me thankful for the sense of financial security. We can highly recommend Stephen Mason and Customised Financial Planning.
Colleen Lesley Loder, Gymea Bay
