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Financial advisory
Define, meet and exceed your goals with tailored financial planning advice
By protecting your existing wealth, minimising your tax obligations and helping you to fully realise your business’s profit potential, our holistic financial advice will put you and your family on the safest path to a prosperous, comfortable life.
Liston Newton Advisory
Liston Newton Advisory is rated from 32 reviews
Free financial strategy session*
Get a free 90-minute video consultation. See how it works.
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Our specific financial advisory services
Whether you’re looking to invest in properties and optimise your portfolio or need to ensure and insure your family’s future, your dedicated financial advisor will see you through it all. What can we help you with?
Estate Planning
Secure your legacy and ensure your loved ones are cared for by expertly planning the distribution of your assets and minimising taxes and legal complications.
Estate planningInvestment Strategies
Maximise your financial growth with tailored investment strategies that align with your goals, balancing risk and reward to build long-term wealth.
Investment strategiesPersonal insurance
Protect yourself and your family from life's uncertainties with comprehensive personal insurance solutions designed to provide financial security when it matters most.
Personal insuranceRetirement planning
Achieve the retirement lifestyle you desire with strategic planning that ensures you have the necessary resources and income to enjoy your life without financial stress.
Retirement planningWealth management
Take control of your financial future with holistic wealth management services integrating investment, tax and estate planning to grow and safeguard your assets over time.
Wealth managementSecure your legacy with tailored financial strategies
Your financial decisions have a profound impact not just on your future but on your family's security for generations to come. Our financial consultants specialise in offering bespoke financial advice to not only grow your wealth but also protect what matters most — your family's well-being.
Our holistic approach integrates wealth creation, estate planning, and retirement strategies, all tailored to your unique goals. By partnering with us, you gain the peace of mind of knowing that your financial legacy is in expert hands and that your family's future is secure.
Make the most of our award-winning financial advisory.
Talk to usUnmatched expertise, unwavering results
With over 40 years of experience, we’ve become the go-to advisors for high-net-worth individuals like you, offering financial strategies that are expertly crafted and thoroughly tested. Our deep understanding of financial management allows us to confidently guide you through even the most complex financial landscapes, ensuring your assets are protected and positioned for growth.
Trust is earned through results. Our long-standing client relationships are a testament to our ability to deliver on our promises, providing the security and assurance that your financial future is truly secure.
We can help you with
- Setting up trusts to protect your assets
- Writing and reviewing your will
- Debt repayment strategies
- Business and property investments
- Downsizing your home
- Transitioning into retirement
- Pension planning
Liston Newton is an accredited and respected financial institution
Our financial advisors are highly qualified experts with all the experience necessary to help you achieve your ambitions.
Get to work with a certified financial planner
Our goal is to win you your financial freedom. To do that, we’ll institute short- and long-term strategies based on your existing financial situation and your goals. But first, let’s sit down for a consultation.
Initial consultation
Let’s define what your goals are, discuss their feasibility and outline potential solutions.
Short-term strategies
First, let’s protect your existing wealth with financial assessments and tax minimisation advice.
Long-term strategies
We’ll implement strategies to create new income and assets, and protect your wealth for your loved ones.
We help structure businesses in all Australian industries
“Trust is a really big thing for me… I have great trust in Liston Newton Advisory"
Kieran Liston and the Liston Newton team have been assisting me with my accounting matters since 1976. For the past 47 years, Kieran and the Liston Newton team have provided reliable accounting assistance, which has allowed me to focus on my business in primary production.
Their exceptional service has consistently exceeded my expectations and made me feel that they truly care about my financial well-being.
Liston Newton has given me really helpful guidance over the years for both my business and my personal finances. When you have an accounting team that you trust to give the right advice, it gives you the confidence to focus on growing your business and doing the things you love.
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.
Meet your advisors
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We offer award-winning financial advice to clients across Australia
While our brick-and-mortar offices are dotted along the eastern coast, today’s digital landscape allows us to easily work with clients in all Australian states and territories.
Whether you’re based in a booming metro city or a relaxed regional getaway, we’ll gladly make in-person calls or schedule virtual conferences at your convenience.
South Melbourne
Level 3/67 Palmerston Crescent, South Melbourne, VIC 3205
Gold Coast
Level 10, 36 Marine Parade Commercial Tower, 36 Marine Parade, Southport QLD 4215
Frequently asked questions
What happens when I get financial advisory?
Step 1: Discovery meeting
Sit down together and work out if we are a good fit for each other. This occurs in a discovery meeting.
In the discovery meeting, we discuss your current financial situation, your goals in life and the time frame you have in mind for achieving them. Once we know where you are today and what your objectives are for the future, it’s about working together to map out a plan to get there.
Step 2: Proposal
Your financial adviser will prepare a proposal for you that gives a high-level overview of suggested areas of advice, a realistic time frame for your goals,\ and an estimate of the pricing.
Step 3: Plan
Your financial adviser prepares the plan. This includes the strategy and action plan to help you achieve your objectives and build the life you want. The plan will include things like:
- Investments
- Savings plans
- Superannuation
- Risk protection
- Estate plans
Step 4: Implement the plan
The strategy is presented to you as a documented financial advice plan. You can discuss it, ask questions and make any necessary modifications. Once you agree to the plan and sign off on it, your financial adviser will implement it.
Step 5: Review
You'll agree on how often the advice should be reviewed. It’s important to keep the plan updated and adapt it when circumstances change. Personal circumstances, legislation and investment landscapes are all subject to change, and we can help you plan for them.
What makes for a good investment?
That depends on your goals. There isn't one single answer. A sound investment for one person is a bad investment for another person. You need to consider what's a good investment for your situation. This will depend on your goals, appetite for risk, age, and investment experience.
A good investment for a 35-year-old business owner might be shares in a growth-oriented business. A good investment for a person no longer working might be high dividend shares, fixed interest investments or term deposits. It all depends on the situation.
It’s easier to define a bad investment. A bad investment is one that you have no idea why you invested, no understanding of the underlying asset or business, no idea of the risk involved and no idea how long you should be holding it.
How do I pick the best financial advisory firm for my needs?
You should be prepared for a two-way interview when you talk with a potential adviser. Ask them any questions you want to know the answer to, including:
- What are their qualifications and experience?
- How have they helped people in a similar situation?
- What is their investment philosophy?
- How do you invest your own money?
You need to feel comfortable with your financial adviser and trust they will look after your interests.
Financial advisory that will lead you to financial freedom
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