Financial Planning

I have been a client of Lister Mason for the past five (5) years and in that time they have taken the time and made the effort to really get to know me on a very personal level. I’ve dealt directly with Stephen Mason whom I can tell you is not scared to give you ‘straight-down-the-line’ advice of quality and probity.

He has attended to my special needs which includes me being the sole carer of my mildly intellectually disabled young son. When appropriate Stephen will think outside the square and act with understanding and a view to the future.

Harvey Ball

We have been using Lister Mason for over 10 years and while we have always valued their quality service regarding accounting, we have recently started to collaborate with them on business planning as well. The advice we receive is fast, to the point and thorough, allowing us to get on with our business knowing we are making the right decisions. Lister Mason ensure they get back to us promptly and the assistance we received with a recent tax audit was second to none, making a potentially painful situation quite routine.

Daniel Wilton
Transport Refrigeration Services

“Kevin has been looking after my father’s businesses for the last 30 years. He has now been our accountant for over 10 years. He has always had our family’s interest as a priority and for this we thank him”.

Milad and Susie Bazouni
NRG Electrics

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 successful business to a very enjoyable and financially comfortable retirement.

John & Eva Black

“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 Planning) for over 20 years for all our business, taxation, superannuation, finance and insurance needs. I thoroughly recommend their knowledge, professionalism and personal service.”

Paul Jordan

Lister Mason has partnered with us for over 20 years and has helped us along our growth path with relevant and understandable advice.  We are now embarking on a new exciting chapter in our relationship with Stephen now attending our directors’ meetings as a management consultant. We have always found Lister Mason to be thorough, reliable and responsive.

Nick Haros
St George Food Service