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Award-winning financial advisors in Donald
Safeguard your future with Donald’s lead financial advisors
Liston Newton Advisory
Liston Newton Advisory is rated from 32 reviews
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Attain peace of mind with Liston Newton’s trusted experts
People who plan their financial future and fortify those plans put themselves in the best possible position. With solid business and financial advice, you’ll thrive just as well when the wind’s against you as when it’s filling your sails.
Liston Newton’s financial advisory firm in Donald exists to help you improve your financial position today so that you can live a secure and comfortable life for decades to come. Our financial advisors are local to Donald and know its industries, businesses and people well. Why don’t we sit down for a coffee and an initial consult — both are free. You’ll find our office on the corner of Hammill Street and Woods Street, with plenty of parking around. If you’d find a video consultation more convenient, don’t hesitate to let us know. We’re always happy to accommodate.
Business hours
Monday to Friday
8am to 5pm
Parking
Street parking on Woods Street
Attain peace of mind with Liston Newton’s trusted experts
People who plan their financial future and fortify those plans put themselves in the best possible position. With solid business and financial advice, you’ll thrive just as well when the wind’s against you as when it’s filling your sails.
Liston Newton’s financial advisory firm in Donald exists to help you improve your financial position today so that you can live a secure and comfortable life for decades to come. Our financial advisors are local to Donald and know its industries, businesses and people well. Why don’t we sit down for a coffee and an initial consult — both are free. You’ll find our office on the corner of Hammill Street and Woods Street, with plenty of parking around. If you’d find a video consultation more convenient, don’t hesitate to let us know. We’re always happy to accommodate.
Business hours
Monday to Friday
8am to 5pm
Parking
Street parking on Woods Street
Financial advice services available in Donald
You can rely on the experience and capabilities of your local Donald financial advisors — and our national network of associates — to help you take advantage of every financial opportunity available to you.
Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.
Peter Luskan
Pandora
Secure your financial future with our advisory experts
Talk to usFinancial advice you can trust
At Liston Newton Advisory, we provide robust and reliable financial advice to individuals at every life stage. From understanding a better way to manage your investments to help you plan for retirement, our advisors can assist you with any and all of your goals.
Our advice isn’t just armchair theory — Liston Newton Advisory has been guiding Australians towards financial freedom for over 40 years. Instead of waiting to see where your future takes you, take an active part in managing your finances. Get in touch with our financial advisors in Donald to discuss a tailored solution for your long-term success.
Financial services and responsibilities
- Wealth management
- Investment strategies
- Retirement planning
- Estate planning
- Personal insurance
Learn more about your business with our comprehensive guides
At Liston Newton Advisory, we take pride in helping business owners get more out of their hard work. Our downloadable guides can give you an in-depth look at strategies and technologies that will help your business grow.
- Discover tax strategies and business structures available to you
- Understand and apply new business management technology
- Get in touch with us for information tailored to your business
Meet the Donald team
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Entrust your financial future to Donald’s advisory experts
We’ll help you towards a safe, secure and comfortable future for you and your loved ones.
Our Donald financial advisors are your greatest asset
A wealth of experience
For over 40 years, we have helped our clients generate enough wealth to secure a future for themselves, their children, and future generations.
A collaborative approach
We don’t just value your input — we depend on it. The financial strategies your dedicated advisors can create are only as strong as the partnership they build with you.
Minimise your fees
By providing specific, tailored solutions that align perfectly with your goals, you won’t need to spend a dollar on unnecessary services.
Keep it simple
Wealth creation is as simple as any other discipline: small improvements, regularly made, deliver awesome results. Our financial strategies are clear, data-backed and manageable.
More than just advice — we offer financial peace of mind
True financial security isn’t based on consistency but on adaptability. Every strategy, no matter how robust and comprehensive, must be able to adapt to changing client goals and economic conditions. Agility is our speciality. Our award-winning Donald financial advisors will keep your financial foundations flexible and healthy for as long as you need.
Business owners and high-net-worth individuals know how challenging attaining financial success can be. Maintaining that success is a challenge in its own right. And, as the sudden global economic shifts of the last few decades have demonstrated, adaptability is the key to survival. It is also the core of our methodology, which is why we are able to consistently offer reliable and actionable financial advice.
- Protect your business with financial modelling and industry forecasts
- Protect your loved ones with estate and will planning
- Protect your wealth with regular reviews and optimisation sessions
Entrepreneurs, executives, investors, young professionals, retiring executives and folks from an array of industries have stepped through our doors looking for help they can count on. Our case studies prove they found it.
Liston Newton has a proven method for financial security
How we get you set
The first phase is all about establishing the fundamentals of your business and creating a strong foundation to build from. You also need to establish your long-term goals so you have a clear idea of what you're working towards.
- Plan your goals
- Structure your business and assets
- Online accounting
- People and HR
- Protect your business and personal risk
- Business and personal will
How we get you moving
The second phase is about gaining a deeper understanding of your business; how to make it more efficient and experience sustainable growth. This is where you transition from working in your business to working on your business.
- Understand your numbers
- Delegate bookkeeping
- Systematise and automate tasks
- Minimise tax
- Forecast cashflow and capital needs
- Quarterly coaching and accountability
How we get you free
The final phase is when all your hard work really starts to pay off. This is when you start using your profits to build your personal worth to a point that give you financial freedom—the freedom to work only if you want to.
- Understand wealth creation
- Investment portfolio
- Investment property
- Superannuation
- Succession and exit planning
- Your legacy
Our Donald case studies
Cambridge Plumbing
We have helped Cambridge Plumbing to manage and forecast cash flow. We've also provided the director with advice on wealth creation and asset allocation.
Read about it
Supporting Donald in every way we know how
As long standing members of the Donald Chamber of Commerce and Industry, we’ve been able to aid local businesses with bespoke financial advice for decades. But that’s not the only way we give back to our community. We’re sports nuts, and we support several local teams and clubs, including:
- Donald Football Netball & Hockey Club
- Donald Field and Game
- Donald Tennis Club
- Donald Lawn Bowls and Golf Club
We don’t just work in Donald — we live here, and we’re grateful to be part of such a warm, close-knit community.
Frequently asked questions
Why do I need a financial adviser?
Think of a financial adviser as your financial partner. They work side by side with you to manage your finances in a smarter way, providing advice, guidance, and expertise that you may not have.
They’ll help you stay on track while working towards financial goals. They’ll provide strategies to build wealth, manage your investments better, and choose the right insurance. They’ll even help you understand how to manage your estate when the time comes.
It’s all about giving you peace of mind.
So whether you’re looking for a financial adviser in Donald, get in touch with us today.
How do I pick a good financial adviser?
Picking the right financial adviser in Donald is a long-term game. You need to partner with an expert who provides the services you need and shares similar philosophies to investing.
First, find out their qualifications and experience and check their track record. If they’ve got deep experience working in similar industries and with similar individuals to yourself, you’re on the right track.
The next most significant step is to see if you click. Meet with your chosen advisor, talk through your goals and see how you align. You need to feel comfortable that they’ve got your best interests in mind.
How much does a financial adviser cost?
Unlike a yearly tax return, your financial adviser likely isn’t one set cost. Instead, the price you pay depends on several factors. Financial advisory fees vary based on skill level, breadth and quality of services provided, as well as the complexity of your finances. So instead of thinking of how much it costs, think of what they can help you achieve. Over time, the right financial adviser in Donald pays for itself—many times over.
What happens when I work with a financial adviser?
There are five main steps to take when you start to work with a financial adviser in Donald.
- Step 1: Discovery meeting. You meet them to discuss your current financial situation, identify your needs, and see if you’re the right fit.
- Step 2: Proposal. They prepare a proposal with a high-level overview of what they will deploy as part of your financial plan, plus a timeframe to achieve it.
- Step 3: Plan. If this sounds good to you, they get to work creating your comprehensive financial strategy.
- Step 4: Implement. They take your financial strategy and implement the steps to help you start working towards your goals.
- Step 5: Review. You meet at agreed intervals to review your plan and ensure it’s delivering on its promises. If not, they update it to suit and reflect any new life changes.
Related resources
Strategies developed by humans for humans
Legendary physicist Richard Feynman once said, “for a successful technology, reality must take precedence over public relations”. But after seeing the startling text, image and video output of emerging ‘artificial intelligence’ tools, it can be hard to see the limitations of the technology through the haze of hype.
At Liston Newton, we believe that while AI and other cutting-edge technologies can streamline and optimise aspects of our work, high-level financial advisory and strategy are still the domain of the human intellect. Everything on this page was written and checked by a human — as will every piece of advice and strategy we offer you.
