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With its strong, resilient, adaptive economy, Melbourne is a bright spot for ambitious entrepreneurs and growing families alike. But whatever your path in life, whether you’re the executive director of a national corporation or the head of a privately owned small business, experience tells us that your ultimate goal is financial security. At least, that’s the goal all your other dreams are built on.
Liston Newton’s Melbourne CBD team has developed unique wealth management solutions for local clients for nearly half a century. Business owner or homemaker, we’ll put you on the right path toward a secure and comfortable financial life. All you have to do is take the first step into our CBD office. Train or tram to us (we’re walkable from Flinders Street Station) or park at the endless multistorey car parks around. Or would a virtual consultation be better?
Monday to Friday
8am to 5pm
Street parking on Queen St and Flinders Ln. Secure Parking at 367 Collins Street.
With its strong, resilient, adaptive economy, Melbourne is a bright spot for ambitious entrepreneurs and growing families alike. But whatever your path in life, whether you’re the executive director of a national corporation or the head of a privately owned small business, experience tells us that your ultimate goal is financial security. At least, that’s the goal all your other dreams are built on.
Liston Newton’s Melbourne CBD team has developed unique wealth management solutions for local clients for nearly half a century. Business owner or homemaker, we’ll put you on the right path toward a secure and comfortable financial life. All you have to do is take the first step into our CBD office. Train or tram to us (we’re walkable from Flinders Street Station) or park at the endless multistorey car parks around. Or would a virtual consultation be better?
Monday to Friday
8am to 5pm
Street parking on Queen St and Flinders Ln. Secure Parking at 367 Collins Street.
Building wealth requires a holistic approach. Our financial specialists offer various services to help business owners and private individuals manage their money, optimise their cash flow and prepare for their future. To design the right strategy to grow your private wealth, we may recommend a combination of personal and business services.
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.
Building and managing private wealth is a nuanced and, at times, challenging task. It all depends on your goals. Some of our clients want to grow their wealth as much as possible and accept the risks of high-reward investments; others simply want risk-averse financial advice to enjoy a financially-secure retirement.
Once you partner with our Melbourne wealth and asset management team, our first goal will be to define and understand your goals. We’ll teach you how to invest in property, borrow safely, utilise your super, and more. Whatever your comfort level, we want you to feel empowered, not overwhelmed.
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.
Our hard-won expertise has earned accreditations from numerous financial institutions and is backed by market-leading fintech.
Australia’s most experienced and professional accountants — with industry leading qualifications and accreditations to show for it. Learn more from a specialised business accountant.
For over forty years, we’ve helped countless Melburnians build better lives for themselves and their loved ones through wealth and asset management.
Your comfort and confidence are essential to us. Whatever your level of financial knowledge, we’ll explain every aspect of your strategy in full detail.
We earn our keep by earning your trust and building long-term partnerships, not by saddling you with expensive and unnecessary services.
Wealth management can be complex — no doubt about it. But, like all good plans, we’ll help you take regular, manageable steps towards success.
Our award-winning wealth management process is built on a proven philosophy: financial success does not grow from rigidity, but from agility. By building long-term relationships with our clients, we can offer advisory to ensure they’re always in the strongest financial position.
An effective wealth manager does not just offer a strategy to be implemented and left to run. They should offer a process with a system for ongoing review, correction and optimisation. That is what our Melbourne team offer, and that is how we have helped countless local clients capitalise on unexpected opportunities, avoid pitfalls and survive economic shifts.
Read our case studies. You’ll see how we’ve helped our clients do what they thought impossible: relax their shoulders and unclench their jaws, secure in the knowledge that they are financially secure.
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.
Capital isn’t the only kind of wealth worth building. Community means just as much, and Melbourne is packed with big-hearted organisations doing their best to make local lives easier. We’d like to be one of those organisations, which is why we lend our expertise and financial support to a number of Melbourne charities.
And that’s just our Melbourne CBD team. We have offices dotted around Australia, and we encourage each of our teams to select their own local initiatives to support. The more connected we are to our communities, the better we can serve them.
There is no universal definition of a good investment. The appropriateness of an investment depends on your individual goals. Factors you should consider when investing include:
For example, if you’re a young professional, then it might be a good idea to buy shares in a growing company. Conversely, fixed-interest investments and high-dividend shares might be more appropriate for you as a retiree.
The best way to discern a good investment is to be crystal clear on what the investment actually is and why you’re making it. As your wealth management team, it’s our responsibility to ensure you have that clarity.
That depends on when you want to be able to access your investments.
Investments made into super can only be accessed after retirement. Therefore, super investments can be a good idea if you’re trying to make your golden years shine. You may even be able to enjoy those investments tax-free.
However, if you’re looking to build wealth that you can use earlier in life, to buy property for example, then putting your capital into your super may not be the wisest move.
The smart move would be to get in touch with a reputable Melbourne-based wealth management advisor who can talk you through your options.
Borrowing is an excellent and common way to create wealth. Accessing the equity in your home can allow you to afford the investments you’re after and meet your life goals.
Of course, borrowing does come with risks. Not all risks can be removed — the best you can do is minimise and prepare for them. As your wealth management advisors, we’ll help you discern the lending strategies that are most feasible for you.
You’ve undoubtedly heard extraordinary stories of leaps in the development of ‘artificial intelligence’ lately. There are countless tools and apps that claim to use AI to optimise every facet of your life, personal and professional. The hype over AI is so loud and constant that businesses are happy to trust tech they don’t understand to do their jobs. But not us.
AI tools are helpful, important and exciting — but they are not intelligent. We are unconvinced that they can deliver personalised wealth management strategies at the standard we, and our clients, expect. Though we use AI and other cutting-edge technologies to optimise our workflow, the strategies we deliver will always be masterminded by an experienced human analyst.
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