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Retirement planning Malvern
Ease into retirement with award-winning advice
Liston Newton Advisory
Liston Newton Advisory is rated from 32 reviews
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Unlock new possibilities with tailored retirement strategies
The transition into retirement can be an emotionally complex time. There’s plenty to be excited about: time with family and friends, travel, and even new entrepreneurial pursuits for the dreamers. But anxieties around financial security and comfort are bound to surface. Let us ease your mind.
Liston Newton’s retirement planners will design a financial strategy tailored to your unique needs. The first step of that process is a consultation. Why don’t you join us for a coffee? Our Malvern office is on Glenferrie Road — easily reached by train, tram or car.
Business hours
Monday to Friday
8am to 5pm
Parking
Client parking on Stanhope St. 2h parking on Glenferrie Rd and Stanhope St.
Unlock new possibilities with tailored retirement strategies
The transition into retirement can be an emotionally complex time. There’s plenty to be excited about: time with family and friends, travel, and even new entrepreneurial pursuits for the dreamers. But anxieties around financial security and comfort are bound to surface. Let us ease your mind.
Liston Newton’s retirement planners will design a financial strategy tailored to your unique needs. The first step of that process is a consultation. Why don’t you join us for a coffee? Our Malvern office is on Glenferrie Road — easily reached by train, tram or car.
Business hours
Monday to Friday
8am to 5pm
Parking
Client parking on Stanhope St. 2h parking on Glenferrie Rd and Stanhope St.
Retirement planning services available in Malvern
Our goal is to design a long-term retirement strategy with clear and actionable short-term steps. We offer a number of services to do so, and can draw on our sundry specialists as you transition through life stages.
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
Capitalise on life’s opportunities with dedicated advisors
Talk to usProper planning is the antidote to retirement’s stresses
In our experience, most of our clients know what they want out of retirement. They may not see a clear path to their goals, but they still dream of a mortgage-free home, of becoming the Bank of Mum & Dad, of globetrotting… As your dedicated retirement planner, our role is to help you realise your dreams, not wrestle them from your grip with dour financial pessimism.
The best time to act was yesterday; the second best time to act is today. It’s a common adage, but it rings absolutely true. Whether you’re a young professional looking into investing for the first time or a seasoned executive interested in how best to utilise your super, our retirement advisors will know precisely how to help.
Retirement specialist responsibilities
- Investment advice
- Financial planning
- Long-term financial modelling
- Superannuation advice
- Taxation strategies
- Pension strategies
- Downsizing your home
- Transition to retirement
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 Malvern team
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Experienced. Accredited. Respected.
Our veteran financial specialists have earned their bona fides over decades. Book a consultation and come see what all the fuss is about.
Why choose us
40+ years of experience
We aren’t armchair experts. We’ve tested and refined our expertise over nearly half a century of service.
A long-term collaborative approach
You deserve a retirement planner who can offer ongoing advice. We’re with you for the long haul.
Access to trusted networks
We can leverage our network of tax, stock and investment specialists to bring you the best retirement advice.
Holistic advice
From investing to entrepreneurship to building generational wealth, we can support all of your financial goals.
Trust is the foundation of what we do
In order to be an effective financial advisor, building trust with our clients is absolutely essential. But there is perhaps no service for which trust is more critical than retirement planning. The transitional years will be as exciting as they are vulnerable for you. We respect that, and we will prove to you that we will offer the very best of our financial expertise.
Our award-winning retirement planning is guided by a simple principle: anticipation over improvisation. Things change: your goals and desires will evolve; family demands change; and global, national and local economies swell and wither. Through constant review and course correction, we aim to anticipate changes and adapt to them rather than let the currents push you off course.
- We will regularly review your investments to maximise ROIs
- We will unearth and capitalise on wealth-generating opportunities
- We will model retirement expense strategies for downsizing or aged care
As our case studies illustrate, the most invaluable service we can give you is the peace of mind of knowing that your finances are being well tended. Trust us — we’ll be there when you need us.
Our methodology, explained
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 Malvern case studies
Chris & Leanne Roberts
After engaging Liston Newton's services, Chris & Leanne Roberts were able to purchase the B&B of their dreams by utilising their savings in the most tax-effective way.
Read about it
When it comes to community, our business is personal
Our roots run deeper than the concrete foundations of our Malvern office. We are invested, active and proud members of our community, and we gladly use our professional expertise and personal resources to help local thrive. We support several local causes, including:
- The Cancer Council’s Small Business Advisory Service
- The Type 1 Foundation for diabetes education and prevention
- Several community sports teams in Wantirna, Richmond and St Kilda
That’s not all we’re limited to. In fact, every office in our nationwide network supports their own set of national and local charities and initiatives.
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Frequently asked questions
When should I start planning my retirement?
Although you’re never too young to start planning for the future, your twenties are supposed to be fun — enjoy yourself. We suggest you start seriously planning your retirement in your early forties, by which point you’ll have likely settled into a stable career and built up a good base of capital for investing.
When will I be ready to retire?
While many retire in their mid-60s, it’s perfectly possible to retire earlier. If you find a job you love or manage to turn a private passion into an income-generating venture, you may find it rewarding to work well past the expected retirement age.
While your age and financial position are important points to consider, we prefer to plan retirement around your financial freedom. We want to help you define your vision for retirement so that we can help you plan a path to achieve it.
Related resources
Trust AI financial strategists at your peril
AI evangelists announce the emergence of their tools as if they’re heralding an existential revolution. When they ask why you bother with fallible human intelligence when dispassionate, data-backed artificial intelligence is available to you, it’s hard not to be overcome by the fear of missing out. We don’t blame you. The problem is that AI is none of those things.
‘Artificial intelligence’ is a marketing ploy. AI financial experts are not intelligent. They are rife with biases they cannot understand and inaccuracies they cannot correct. ‘AI’ tools, which are simply optimisation tools, have value, and we use them often, but we will always trust high-value strategic tasks to experienced, agile and creative human specialists.
