Our financial advisory services are designed with your goals in mind to put you in control of your financial future.
We carefully analyse your current financial information and help you define your goals in financial terms. We then design a pathway and action plan to show you ways to reach them – a personal financial plan.
Of course, this plan will change over time and, as your financial advisers, we are committed every step of the way to help you plan, save, invest and grow to turn your dreams into reality.
Personal wealth takes time to grow but if you get the fundamental principles right, there are certainly paths to get you there more quickly. We work with you to create the building blocks for long-term success when it comes to your finances and a plan to make your goals achievable.
We believe a goal without a plan is just a wish so we take into account your time frames, risk profile and resources to build a strategy that will work for you.
Based on your goals, risk appetite, life stage and timelines, we individually tailor an investment strategy that is designed to achieve those goals. Our market expertise allows us to identify the investments that will get you the return you need to achieve the goals you want.
As life changes, so should your investment portfolio and we will provide you with an overview of your investment performance quarterly, semi-annually, or on a yearly basis to make sure it is always best-suited to meet your needs.
Protecting yourself, your family, your business & your investments are a critical part of financial planning which can often be overlooked. We’ll make sure you have the right level and types of cover to make sure your family and your wealth is protected no matter what life circumstances come your way.
Retirement these days is simply the beginning of life the way you want to live it. Using the right plan you are able to make an informed decision about when (or if) it’s the right time for you to retire, and with the retirement lifestyle that you want.
We’ll help you understand what you need to live comfortably in retirement, create a plan to ensure that your money is ready when you want it and organize your income in retirement so you can continue to do the things you love.
Planning for accommodation in later years for yourself and your loved ones can be challenging. Our advice can help you assess what choices are available and put a strategy in place to take the stress out of aged care accommodation planning.
We can help you maximize your Government pensions, save on fees and allow you to make educated choices when it comes to financial planning for aged care facilities.
Liston Newton Financial Advisers (Aust) P/L ACN 061 088 873 is a Corporate Authorised Representative of Dover Financial Group Ltd ABN 87 112 139 321, AFSL 307248, 2/616 Balcombe Rd, Black Rock VIC