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Retirement planning Port Macquarie
Award-winning and tailored retirement income strategies
Liston Newton Advisory
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Retire in peace with local award-winning retirement experts
With so many reasons to look forward to retirement, from family time to travel to adopting new hobbies, it’s such a shame that financial anxiety can instantly dampen the experience. We’ve had countless clients approach us, afflicted with that anxiety. But we’ve cured each of them, giving them back the confidence and peace of mind to look forward to all that life has to offer.
Liston Newton’s retirement planning advisors in Port Macquarie design tailored strategies to help our clients retire in comfort. We’ll gladly do so for you. But first, coffee. Let’s book a consultation to go over your goals. Our office or yours?
Business hours
Monday to Friday
9am to 5pm
Parking
1h parking on William St. 3h parking at Officeworks on Short St.
Retire in peace with local award-winning retirement experts
With so many reasons to look forward to retirement, from family time to travel to adopting new hobbies, it’s such a shame that financial anxiety can instantly dampen the experience. We’ve had countless clients approach us, afflicted with that anxiety. But we’ve cured each of them, giving them back the confidence and peace of mind to look forward to all that life has to offer.
Liston Newton’s retirement planning advisors in Port Macquarie design tailored strategies to help our clients retire in comfort. We’ll gladly do so for you. But first, coffee. Let’s book a consultation to go over your goals. Our office or yours?
Business hours
Monday to Friday
9am to 5pm
Parking
1h parking on William St. 3h parking at Officeworks on Short St.
Retirement planning services available in Port Macquarie
We take a holistic approach to retirement planning by integrating several services into your strategy. For the best results, we need to account for your stage of life, personal wealth, super and investments, and a range of other factors. Rest assured you’re in good hands with our multi-service specialists.
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
Embrace life’s possibilities with our proven retirement advice
Talk to usIt’s never too late to plan your retirement. Trust us on that.
We doubt many ever feel entirely financially secure as they approach retirement. Those still young enough not to see that horizon rarely think to prepare for it, confident there’s always time later. Whatever stage of life you’re at, it is not too late to begin generating wealth or managing your finances. All you need is an experienced retirement advisor to assist you. That’s where we come in.
Our Port Macquarie team will help you prepare for retirement by explaining how you can go about it in clear and simple terms. We’ll explore different strategies, answer your questions and relieve your anxieties.
Retirement specialist responsibilities
- Investment advice
- Financial planning
- Long-term financial modelling
- Superannuation advice
- Taxation strategies
- Pension strategies
- Downsizing your home
- Transition to retirement
Meet the Port Macquarie team
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Our Port Macquarie retirement planners are highly accredited
Our decades of success and client satisfaction have earned us recognition, accreditations and awards from Australia’s leading financial associations.
Why choose us
40+ years of experience
Our Port Macquarie retirement finance specialists, backed by our national team, can boast nearly half a century of success.
A long-term collaborative approach
Retirement planning is, by definition, a long game. We assist our clients in transitioning through every stage of their life.
Access to trusted networks
We can near-instantly access advice from our nationwide network of financial specialists, all of whom are leaders in their respective fields.
Holistic advice
From business planning to tax minimisation to personal investment advice, we offer robust, detailed solutions for our unique clients.
We build the financial foundations for a peaceful retirement
Entering retirement is a critical phase of life, but planning for that day is just as important. The process is driven by emotion as much as it is financial practicality, which is why it is essential to seek the counsel of clear-eyed guides. Our award-winning retirement planners in Port Macquarie will ensure you enter retirement with a long-term plan to stay financially stable and comfortable.
We hope we’ve made clear that the sooner you begin planning, the better off you’ll be. Still, the planning phase is only a fraction of the solution and ends when your retirement party does. We offer a more long-term approach, with ongoing financial advisory to guide you for years to come.
- Capitalise on wealth-generating opportunities
- Fortify your pension and super usage strategies
- Explore downsizing and assisted living affordability
Trusting us to assist you through your retirement is an enormous responsibility. We take it seriously, and we know we can help. Read through our client testimonials, and you’ll see why so many locals have gladly placed their trust in us.
Our three-step method for building financial security
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 Port Macquarie 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
Serving the Port Macquarie community in every way we can
The best way for a person to serve their community is to turn their passion into service. If you can give your unique strengths, interests, experiences and perspective, then everybody benefits. That’s how we approach community service.
We’ve partnered with several local and national charities, chosen because they are near our hearts, to donate financial resources and our financial and entrepreneurial expertise. Our chosen charities include:
- The Cancer Council’s Biggest Morning Tea
- The Cancer Council’s Small Business Advisory Service
- The Type 1 Foundation
And that’s just us here in Port Macquarie. Every one of our offices around Australia has its own list of local charities and business initiatives they support.
Frequently asked questions
When should I begin to plan for retirement?
You’re never too young to save for retirement. In fact, the sooner, the better. However, we recommend people start seriously considering their retirement plans in their late thirties and forties, once they’ve had a chance to settle into their careers and have generated enough wealth to explore investment opportunities.
If you’re on the verge of retirement and are worried about your financial situation, please come in for a consultation. Our advisors may still be able to help you uncover ways to live comfortably.
When is the best time to retire?
You should retire when you’re confident in your financial situation and when work no longer fulfils your intellectual, creative or financial needs. It’s not simply a matter of age.
As your advisors, we can help you forecast your savings to determine at what age you’re likely to have reached your retirement savings goals.
How much money should I save for retirement?
You should aim to have enough savings for a yearly retirement income of 65-85% of your pre-retirement income. Here’s a general guide:
- $700,000 for an annual retirement income of $59,000
- $1,100,000 for an annual retirement income of $70,000
- $1,800,000 for an annual retirement income of $100,000
This assumes that you do not have any debts or mortgages to pay off.
For specific advice, contact our Port Macquarie retirement advisors.
Related resources
About our content authors
Choose natural intelligence. The artificial stuff isn’t good for you.
Evangelists of ‘artificial intelligence’ tools have been making extraordinary claims about the capabilities of their technology. Endlessly, they claim that AI is capable of high-resolution thinking and creation and will soon revolutionise practically every industry. We’ve seen countless businesses pop up in our industry offering AI-optimised financial services. These businesses do not seem to understand the limitations of AI at all.
AI tools are trained on dated data sets, from which they synthesise dated, biased, factually incorrect content. Our clients deserve better.
At Liston Newton, we use AI for what it is good for — performing rote tasks to save time. But our financial strategies are all devised and fact-checked by our experienced human specialists. That’s our guarantee.
