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Wealth management Malvern
Tailored wealth advice to manage and grow your wealth
Liston Newton Advisory
Liston Newton Advisory is rated from 32 reviews
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Fortify your financial security with Malvern wealth experts
Your finances form the foundation upon which your life’s ambitions are built. We don’t mean to sound crass — the opposite, in fact. Your loving family life, rich friendships, rewarding hobbies and successful business are the substance of your happy life, but wealth enables you to enjoy them without worry. As your dedicated wealth advisors, it’s our responsibility to help you build that security.
Liston Newton’s Malvern wealth management advisors will design bespoke strategies to help you reach your personal and financial goals. Whatever stage of life you’re in, today is the day you put yourself on the path to a bright financial future. The first stop on that path is our office on Glenferrie Road. Pop in for a coffee, and let’s schedule a video consultation. What sounds better to you?
Business hours
Monday to Friday
8am to 5pm
Parking
Client parking on Stanhope St. 2h parking on Glenferrie Rd and Stanhope St.
Fortify your financial security with Malvern wealth experts
Your finances form the foundation upon which your life’s ambitions are built. We don’t mean to sound crass — the opposite, in fact. Your loving family life, rich friendships, rewarding hobbies and successful business are the substance of your happy life, but wealth enables you to enjoy them without worry. As your dedicated wealth advisors, it’s our responsibility to help you build that security.
Liston Newton’s Malvern wealth management advisors will design bespoke strategies to help you reach your personal and financial goals. Whatever stage of life you’re in, today is the day you put yourself on the path to a bright financial future. The first stop on that path is our office on Glenferrie Road. Pop in for a coffee, and let’s schedule a video consultation. What sounds better to you?
Business hours
Monday to Friday
8am to 5pm
Parking
Client parking on Stanhope St. 2h parking on Glenferrie Rd and Stanhope St.
Wealth management services available in Malvern
In our experience, personalising financial strategies requires a holistic approach. Think of ‘wealth management’ as an umbrella under which sits a range of services we can draw on. Once we understand your unique needs, we’ll design the right approach to order your personal finances and secure your financial freedom.
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
With your private wealth secure, where will life take you?
Talk to usClear and effective wealth creation services Malvern trusts
Wealth management strategies are neither quick nor straightforward. This isn’t to say they’re impossible or high-risk, only that they require an eye for nuance and the readiness to adapt. That is precisely what we excel at.
Our wealth management process begins with the basics: understanding your goals. Some clients seek high-risk/high-reward strategies, while others prefer stability. Over the course of our partnership, your goals are liable to change as you transition through life stages or face unexpected hurdles and opportunities.
Whatever your vision, our financial planners will help you realise it.
Wealth management strategies
- Portfolio management
- Property investment strategies
- Superannuation planning
- Borrowing to invest
- Tax structuring
- Cash flow modelling
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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Data-backed, expert-vetted strategies for financial success
We’ve won the respect of countless financial institutions. And we’ve got the awards and accreditations to prove it.
Why choose us
A wealth of experience
We’ve spent over four decades helping Melburnians to understand, protect and grow their generational wealth.
Collaborative approach
We’re not here to wrestle control away from you, but to empower you with the knowledge you need to thrive.
Minimise your fees
We’ll show you how to make the right financial decisions by anticipating opportunities, not improvising quick fixes.
Keep it simple
Wealth management requires long-term strategies. But we’ll design manageable steps to get you to your goals.
Wealth management is the service. Peace is the result.
It’s a gross oversimplification to say that our job is to add digits to the number at the bottom of a spreadsheet or to make a line go up. We’re after long-term wealth management partnerships with ambitious clients looking to set their lives up for success.
Wealth management is a process. It takes time. You will not achieve anything with a rigid strategy that cannot adapt to your needs. When you partner with our award-winning Malvern wealth managers, you can expect us to be in it for the long haul.
- We can model alternative strategies to discern the best one
- We’ll regularly refine your plan to maximise its ROI
- We will prove that whatever your situation, financial stability is possible
We aren’t making empty promises. Scan through our case studies, and you’ll soon see our results are very real.
Our wealth management methodology
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
Claudia Martin
With Liston Newton’s help, Claudia Martin was able to sell her business tax-free, gain clarity in her retirement planning, and make smart investment decisions.
Read about it
It’s not just business. It’s personal.
As we said at the beginning, financial stability is essential, but it is not all there is to life. We aren’t just wealth management experts: we’re parents and children and siblings, entrepreneurs and athletes. We are invested, active members of our local Malvern community. That’s why we’ve opted to support that community by partnering with charities and initiatives near and dear to our hearts:
- 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
And that’s just our Malvern team. We have teams around Australia, each of whom supports their own selection of charities and gives back to their communities in their own unique ways.
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Frequently asked questions
How do I make a good investment?
Every investment is a risk — a good investment is a carefully assessed risk. To make that assessment, consider each of the following factors:
- Your financial goals
- Your current financial position and appetite for risk
- Your age
- Your experience with investing
If you’ve got enough of a financial buffer to accept a moderate- or high-risk investment, then it may be worth your while. But if you’re a retiree with a carefully planned super and pension strategy, look for investments that offer a stable ROI.
This is only general advice, of course. Book a consultation with our wealth managers for tailored advice.
Is it a good idea to invest inside my super?
It certainly can be. You can (or, for the most part, should) only access your super after your retirement. So, putting aside the qualities of the investment, the major factor you need to consider here is whether you want to access your returns after you retire, or before.
There’s little point investing within your super if your ultimate goal is to use your returns to buy your house. But you might consider it a good plan if your goal is to pay off your mortgage as soon as you retire.
Get in touch with our wealth managers to talk through different wealth management game plans.
Related resources
Settle for AI wealth managers at your own risk
The decision to call generative and predictive text tools ‘artificial intelligence’ was a genius marketing move. And it was marketing. These tools are not intelligent in any meaningful way. But the label allows AI evangelists to make awe-inspiring claims that make you feel like a fool for not jumping on the bandwagon.
AI tools can be used to sort and manage specific sets of data effectively. But they are entirely incapable of developing competent generic strategies, much less tailoring them to individual clients. We use AI, as we do all cutting-edge tech, for what it is good at. We leave the critical work to forward-thinking human intelligence.
