Build your wealth and reach your financial potential
Lister Mason provides a full and comprehensive financial planning service via Customised Financial Planning.
Stephen Mason is an experienced and trusted financial planning advisor offering a very personalised and comprehensive service.
A customised approach suited to you
Our advice provides solutions to the challenges people face at various stages during their lives. We will get to know you, especially your financial and lifestyle needs and goals, and work with you to create a plan and put it into effect so you can reach these goals.
We adopt a flexible approach to address changes in your goals over time and we also offer a range of ongoing review services.
Our financial planning services include:
- Wealth Creation
- Retirement Planning
- Mortgage Reduction
- Personal Insurance
- Mortgage and Lending Services
- Estate Planning
- Aged Care