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Wealth management Port Macquarie
Light a brighter future with expert wealth management advice
Liston Newton Advisory
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Secure your wealth and legacy with Port Macquarie experts
From CEOs to interns, entrepreneurs to homemakers, everyone in Port Macquarie wants the same thing: safety, peace and comfort for themselves and their loved ones. A robust financial safety net is critical for reaching that level of security. Financial security isn’t just about how much you earn and save; for your family, it can be about the generational wealth you build.
Our Port Macquarie wealth management advisors can help you and your loved ones find the security you’re after. We specialise in designing bespoke, goal-focused strategies for wealth generation and protection to suit every stage of life. Join us for a coffee at our William Street office, and we’ll talk you through the possibilities.
Let us know if you’d prefer to meet at your home or office, or if a virtual consultation would be more convenient.
Business hours
Monday to Friday
9am to 5pm
Parking
1h parking on William St. 3h parking at Officeworks on Short St.
Secure your wealth and legacy with Port Macquarie experts
From CEOs to interns, entrepreneurs to homemakers, everyone in Port Macquarie wants the same thing: safety, peace and comfort for themselves and their loved ones. A robust financial safety net is critical for reaching that level of security. Financial security isn’t just about how much you earn and save; for your family, it can be about the generational wealth you build.
Our Port Macquarie wealth management advisors can help you and your loved ones find the security you’re after. We specialise in designing bespoke, goal-focused strategies for wealth generation and protection to suit every stage of life. Join us for a coffee at our William Street office, and we’ll talk you through the possibilities.
Let us know if you’d prefer to meet at your home or office, or if a virtual consultation would be more convenient.
Business hours
Monday to Friday
9am to 5pm
Parking
1h parking on William St. 3h parking at Officeworks on Short St.
Wealth management services available in Port Macquarie
Building wealth is a complicated endeavour. There’s no universal process. But, as a multi-service agency, we excel at several tactics that we can use to design a unique wealth-generating strategy for you.
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
Build businesses. Care for your family. Secure your legacy.
Talk to usWealth creation is tricky. We’ll show you the ropes.
There is no guaranteed strategy for creating wealth. Any successful strategy needs contingencies built into it to adapt to changing circumstances. Developing such a strategy can be extremely challenging; executing one more so.
As your financial advisor, we want you to feel empowered, not overwhelmed. We’ll help you understand the different strategies appropriate for your goals and your stage of life. Whether you’re looking into property investment, loans, or SMSFs, we’ll teach you how they work and how to mitigate their risks.
Wealth management strategies
- Portfolio management
- Property investment
- Superannuation planning
- Borrowing to invest
- Tax structuring
- Financial modelling
Meet the Port Macquarie team
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Port Macquarie’s trusted wealth advisors are at your service
We’ve earned numerous accreditations from leading financial institutions in recognition of our hard-earned expertise and proven results.
Why choose us
A wealth of experience
We are proud to have helped countless Port Macquarie locals build better lives and leave lasting financial legacies.
Collaborative approach
We work with clients of all levels of financial experience and will help you make confident, informed financial decisions.
Minimise your fees
We ensure you get the best ROI by constantly adapting your financial management strategy to your needs.
Keep it simple
Though our long-term wealth management strategies may seem complicated, we’ll accomplish them with actionable short-term steps.
Award-winning wealth management for pure peace of mind
The best wealth management solution isn’t based on uncompromising rigidity, but on clear-eyed agility. That’s the foundation of our award-winning SMSF methodology, and we have successfully helped countless Port Macquarie clients find financial security with adaptive, personalised strategies.
Wealth management is not a set-and-forget process. In our opinion, it needs a long-term approach that requires constant review and course correction. It’s a challenge for sure, and that is why it is critical that you choose a wealth advisor that you can trust. We’ll earn your trust by helping you:
- Assess wealth strategies through detailed modelling
- Restructure your investment portfolio and accounts to maximise ROI
- Protect your generational wealth to keep your loved ones safe and secure
Read through our client case studies, and we believe you’ll see just how invaluable a partnership with our Port Macquarie team can be.
Attain financial freedom with our proven three-step process
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
Proudly supporting our local community
We chose to become entrepreneurs because we want to see Port Macquarie thrive. It’s the same reason we became financial advisors — to help other entrepreneurs achieve their goals. But there are other ways for us to give back to our local community.
Liston Newton’s Port Macquarie office has partnered with several local and national charities to help raise funds and offer our expertise to those who need it. These charities include:
- The Cancer Council’s Biggest Morning Tea
- The Cancer Council’s Small Business Advisory Service
- The Type 1 Foundation
We’re all responsible for our community, and if you’d like to get involved with any of our initiatives, please don’t hesitate to ask how.
Frequently asked questions
How do you know if an investment is good?
An investment’s qualities are contextual, and its strength or weakness depends on how it meets your goals and capabilities. What may be a solid investment for one person may be far more risky for another with less wealth.
When judging an investment, you should consider:
- Your financial goals
- Your appetite for risk
- Your age
- Your investment experience
It’s critical to always do your due diligence and seek out multiple perspectives before making an investment decision. Book a consultation with our Port Macquarie wealth management specialists, and we can help you discern the right options for you.
Should I invest in my super or not?
Super investments are generally a good idea, as the wealth invested will help to create a stronger retirement income for you. However, by definition, super investments can only be accessed in retirement. Therefore, they may not be ideal if you plan to use the returns gained for short-term, pre-retirement investments.
The first thing you need to do is be clear on your investment goals. Get in touch with our advisors, and we can help you determine the best way to generate wealth for your current stage of life.
Should I borrow money to invest or use my own?
Borrowing is a common method of generating investment capital. With generous interest rates and service timelines, loans can allow you to live comfortably without having to sacrifice a larger principal payment at the start of your investment.
However, all loans carry risks and must be carefully vetted before being accepted. Contact our team, and we can help you forecast your finances so that you can plan your loan servicing schedule before making an investment.
Related resources
About our content authors
Our clients deserve real human intelligence, not the off-brand stuff
‘Artificial intelligence’ is having its moment. Like thousands of apparently revolutionary technologies before it, AI has been touted as a game-changing shock to the system. Evangelists say that by being trained on the sum of human knowledge, AI tools can exceed the capabilities of the human intellect.
Businesses that offer AI-generated financial advice are doing their clients immeasurable harm. These tools can only recycle existing strategies, reworded but with all the biases and flaws left in, with no sense of what works or why. Our clients deserve better than that.
Every Liston Newton financial strategy is devised, fact-checked and refined by our experienced, accredited human specialists. That’s a guarantee.
