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For over four decades, Liston Newton’s Melbourne financial planners have helped families with their retirement planning, superannuation, investments and wealth building. If there’s one thing we’ve learnt, it’s that robust financial planning is prudent. Stay on top of your numbers, and you will be in the best possible position to weather whatever the future holds.
As a licensed financial advisor, we work with you to help you understand every element of your financial situation. You'll get expert financial planning advice and support to create long-term strategies that will grow your wealth. Take control of your wealth, and create a bright financial future for yourself and your loved ones. Step into our office on the corner of Flinders Lane and Queen Street, or let us know if you’d prefer a virtual meeting.
Monday to Friday
8am to 5pm
Street parking on Queen St and Flinders Ln. Secure Parking at 367 Collins Street.
For over four decades, Liston Newton’s Melbourne financial planners have helped families with their retirement planning, superannuation, investments and wealth building. If there’s one thing we’ve learnt, it’s that robust financial planning is prudent. Stay on top of your numbers, and you will be in the best possible position to weather whatever the future holds.
As a licensed financial advisor, we work with you to help you understand every element of your financial situation. You'll get expert financial planning advice and support to create long-term strategies that will grow your wealth. Take control of your wealth, and create a bright financial future for yourself and your loved ones. Step into our office on the corner of Flinders Lane and Queen Street, or let us know if you’d prefer a virtual meeting.
Monday to Friday
8am to 5pm
Street parking on Queen St and Flinders Ln. Secure Parking at 367 Collins Street.
Your dedicated financial advisor will develop a personalised strategy covering every facet of your financial life, from exit and succession planning to retirement planning.
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.
Your finances aren’t just numbers on a spreadsheet — they enable every facet of your life. Any worthwhile financial advisor must take a holistic approach to creating a wealth-management plan.
As we do for all of our clients, we’ll design a comprehensive plan and provide personal financial advice, such as helping you decide which assets to invest in or using financial modelling to help you confidently decide at what age you can retire. Whether you’re a young family with plans to grow, empty-nesters planning to retire, or business owners looking for a new challenge, we’ve got the services you need.
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.
Your dedicated financial planner in Melbourne is at your service.
Australia’s most experienced and professional accountants — with industry leading qualifications and accreditations to show for it. Learn more from a specialised business accountant.
We have helped our clients generate enough wealth to secure a future for themselves and their loved ones.
Collaboration is everything. The strategies we create are only as strong as the partnership we build with you.
Small improvements, regularly made, deliver awesome results. Our financial strategies are clear, data-backed and manageable.
We provide specific, tailored solutions that align perfectly with your goals. You won’t spend a dollar on unnecessary services.
At Liston Newton, we believe that financial agility is just as important as financial caution for long-term stability. It’s essential to have a strong safety net, yes, but it’s also important to capitalise on new growth opportunities as they arise. What we do works; we’ve proven it time and again.
Business owners and high-income earners across Melbourne’s suburbs have sought advice at our central CBD office. We’ve helped countless clients improve their financial security, assess new investment opportunities and restructure their finances to better suit their goals. Partner with us, and you can expect help with:
Our award-winning financial advisory and wealth management strategies share the same foundation; one built on clarity of purpose, efficient execution and agile adaptability.
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.
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.
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.
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.
‘Corporate responsibility’ is often used as a vague buzzword, but we genuinely believe in it. We believe our responsibility should amount to more than just a cheque and a handshake. By donating our financial wealth as well as our wealth of financial expertise, we can help charities and initiatives close to our hearts to grow and thrive.
And those are only the initiatives our Melbourne office focuses on. Each of our branches works with a unique set of charities. With our particular set of skills, there are endless ways for us to support our local communities and foster the next generation of entrepreneurs.
The help of a certified financial planner in Melbourne is invaluable. They work with you to help you create and structure your financial goals and then stick by your side to ensure you stay on track to reach them.
Financial advisors provide practical, actionable financial support that helps you manage your money better. That might mean building tailored wealth creation strategies for your financial situation or improving your property portfolio with a better investment strategy. In addition, they’ll provide advice on personal insurance, help you plan your estate, and even advise on cryptocurrency.
Liston Newton Advisory can provide all these services and more. It’s all in a day's work for the best financial advisors in Melbourne.
Picking a good financial adviser is essential. Once you’ve found the right one for you, they’ll stick around for the long term.
So when making your decision, be sure to ask all the right questions upfront. Check their qualifications, ask about their skills and experience, and look into their track record of helping individuals in a similar situation to you.
Importantly, you need to feel comfortable with them. If you’re happy to have robust discussions about your finances and trust that they know what they’re doing — you’re on the right track.
Financial advice isn’t like completing your tax return: there’s no one set fee for the service. Instead, the cost of financial advisory services in Melbourne will depend on your personal financial goals and what you hope to achieve. The fee structure also considers the complexity of your finances, your preferred level of service, and how you want to receive your advice.
But the right financial adviser can be invaluable, so get in touch with us. We can discuss how much a Liston Newton financial adviser in Melbourne costs — and how we can help you plan for a brighter future.
There are five main steps you’ll go through when working with an independent financial advisor in Melbourne.
You’ll have a discovery meeting with them to discuss your current financial situation, determine your needs, and see if you’re the right fit for each other. Then, your financial adviser will create a proposal with a high-level overview of your areas of advice, plus a timeframe in which it will be delivered.
Once you approve this, they’ll then prepare your financial action plan to help you achieve your objectives. This can include:
Following this, they’ll help you implement the plan. Then once your plan is in motion, they’ll meet your regularly to review your financial advice and ensure it continues to work for you as your circumstances change.
It’s a comprehensive service. Get in touch with our financial planners in Melbourne, and we’ll walk you through our specific process.
Every sentence you see on this page was written by one of our people. These days, that’s not as obvious a statement as you might think. Businesses in all industries are becoming increasingly comfortable outsourcing their work to AI tools. Using such tools to string a sentence together is one thing, but using them to develop complex financial strategies is another.
Liston Newton’s financial planning strategies are conceived of, created and triple-checked by us based on our decades of tested, hard-won experience. We gladly use cutting-edge technology, including AI, to collate and analyse data, but we are the ones who discern insights and formulate your personalised plan.
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