John commenced his career as a Market Analyst at the London Stock Exchange. After returning to Perth, John has achieved extensive experience in the Financial Planning industry through a variety of roles dealing with different clients from a broad range of backgrounds and situations. John enjoys working with clients to help achieve their financial goals and objectives.

The typical financial services he provides includes Budgeting, Retirement and Superannuation planning, Self Managed Superannuation Funds, Investment Planning, Wealth Protection and Estate Planning as well as offering a regular review service to ensure your strategy remains appropriate and on-track.

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Services

Getting Started Report

Our five step process to wealth management ensures that we take the time to understand you and what is important to you. It will provide you with comfort and confidence to know that you are on track to achieving your goals no matter what life throws at you. No matter what your goals and no matter what is important to you, we can help you get there.

Wealth Coaching Report

For most of us, life has become more complex than ever, especially when it comes to investing and personal finance. Building wealth is not only confusing but also frustrating. Average people do not always have the luxury of time to learn how to be a financial expert and understand what is necessary to be knowledgeable in making financial arrangements.

Wealth Protection Report

Total and Permanent Disability (TPD) cover provides a lump sum payment (insured amount) if you suffer a total and permanent disability. It can also be held personally or within super, however there are some restrictions with policies held within superannuation. Trauma insurance provides a lump sum payment (insured amount) if you suffer a specified illness.

Investment Report

Making an investment can be a very exciting time, however there are many things to consider when deciding on what type of investment to put your money into. The first part of making an investment is to work out your financial goals. It is important to consider your total financial position when deciding to invest and what to invest in.

Estate Planning Report

The Importance of estate planning cannot be underestimated as it provides comfort to you and your family if something should go wrong. Estate planning ensures that your wishes are met if something were to go wrong or if you are unable to make decisions (both financial and medical). It will ensure that your family is taken care of in the best possible manner after your death.

Reviews (3)

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Rondah Bibby

Dec 12, 2019

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John and Trush made me feel understood and very comfortable with the information they provided. They are warm and professional if that's a thing, they were it! With no real understanding of finances, they've made me feel informed and safe. Couldn't ask for a better meeting!!!

Rnd Fitness South Perth

Jul 22, 2019

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So 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.

Lynn Swinnerton

May 29, 2019

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I've been with Lister Financial Services for several years and can definitely recommend them for all of your financial needs/advise, they're up to date on the best plans whether for individual needs or that of family unit, and they actually listen and work with you answering all queries - following up with emails/phone calls.
I myself have enjoyed the benefits of a SMSF having the knowledge that my needs are being met and I'm being fully advised of my options.
Both John and Trush in my opinion will go that extra mile to give you every financial option available.
You will not be disappointed