We start the process with a free consultation, as part of the initial consultation you will

  • Get to know us and how we work. You’ll be able to ask questions and discuss how we are able to work together.

  • Look over your financial position and see where you currently stand.

  • At the end of the meeting you will understand what we can help with and the costs involved in going to the next step.

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Why Lister Financial Services….

I’ve been with Lister Financial Services for over 4 years now and whenever I’ve needed help and guidance I’ve got the help and service I’ve needed and more. I highly recommend John and his team!

Tony, Hamilton Hill, WA

Customer service has been fantastic. John and Trush are happy to answer any queries we have. We would recommend them to any of our friends.

Claire , Applecross, WA

I’m currently going through some personal financial stuff with my ex partner and I spoke to John and Trushna at Lister Financial Services. They were both super helpful and friendly I felt very comfortable talking to both of them, they helped me get on the right path which is definitely going to help me out later down the track and I would highly recommend going to them for advice.

Evan, Ellenbrook, WA
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During your initial consultation some of the common questions we discuss are….

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