As far as I'm concerned my association (formerly with my husband Ian) has been a joint benefit.    You have given me peace of mind that I can safely leave my financial matters in your hands.  I have always had complete trust in your expertise and integrity and I've happily left you to get on with … [Read more...]

Recently our business was hit with a major cash flow problem. Stephen came up with the solution that by utilising our superannuation funds, we were able to retain all our assets and inject the necessary capital into our business. We have used the services of Lister Mason (& Customised Financial … [Read more...]

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...]

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...]