The 15 minute online consultation is designed to give you an opportunity to speak to a consultant from Lister Financial Services before commencing the Financial Planning process and for the consultant to ensure we are able to help you. If you go to our Getting Started page it will describe the steps involved in Financial Planning. If at the end of this 15 minute consultation you feel like you would like to start the process then your consultant will book you in for a Complimentary First Appointment.

Prior to the meeting we ask that you provide us with a bit more details about yourself and what you would like to discuss. This is to ensure we discuss the things you are interested in.

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