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Entering retirement is bound to be an anxious time. Entering a new phase of life always is. For many of our clients, a good portion of that anxiety was a fear of financial insecurity. But we eased their minds by developing a unique retirement plan for each of them, taking into account their life goals and lifestyle. These days, they enjoy their golden years with easy confidence. Let us do the same for you.
The sooner we start, the better off you’ll be. Why don’t you come in for a coffee? Our South Melbourne office is a 5-minute walk from Flinders Street station and is surrounded by multistorey car parks. Of course, we can always come to your offices or set up a virtual meeting. At our consultation, we’ll talk through your retirement objectives and explain how you can reach them with clear, manageable steps.
Monday to Friday
8am to 5pm
On street parking on Palmerston Crescent
Entering retirement is bound to be an anxious time. Entering a new phase of life always is. For many of our clients, a good portion of that anxiety was a fear of financial insecurity. But we eased their minds by developing a unique retirement plan for each of them, taking into account their life goals and lifestyle. These days, they enjoy their golden years with easy confidence. Let us do the same for you.
The sooner we start, the better off you’ll be. Why don’t you come in for a coffee? Our South Melbourne office is a 5-minute walk from Flinders Street station and is surrounded by multistorey car parks. Of course, we can always come to your offices or set up a virtual meeting. At our consultation, we’ll talk through your retirement objectives and explain how you can reach them with clear, manageable steps.
Monday to Friday
8am to 5pm
On street parking on Palmerston Crescent
We believe in holistic strategies. Depending on your retirement goals and your stage of life, we’ll recommend a combination of services to improve your finances and prepare them for retirement.
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.
The thing about retirement is that it doesn’t sneak up on you. Not everyone feels that they’re as prepared for it as they should be; some worry about a drop in their standard of living, and others want to be able to help their kids financially. That’s why the sooner we get started on preparing your finances for retirement, the better off you’ll be.
You’re never too young to start preparing for retirement, but you’re never too old, either. We specialise in creating the right wealth-creation strategies to suit not only your goals, but your capabilities. As a young professional, we can help you set up long-term wealth-generating investments. If you’re on the verge of retirement, we can help you discern how best to use your existing wealth, pension and superannuation.
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.
We’ve earned accreditations from leading Australian financial institutions.
Australia’s most experienced and professional accountants — with industry leading qualifications and accreditations to show for it. Learn more from a specialised business accountant.
With nearly half a century of expertise, we’ve helped clients in all sorts of financial positions to prepare for a secure retirement.
Retirement planning is about more than just saving money. It can be about wealth generation, investment planning and entrepreneurship, too. Our advice covers it all.
We’ve developed a nationwide network of financial specialists, including stockbrokers, tax experts and investment advisors, to serve you better.
Retirement planning is a long game, and we provide ongoing advice from the moment you engage us through to retirement, and then even during your retirement.
Across our wide range of services, retirement planning may be our most critical. With retirement approaching, now more than ever you need to be sure you’re getting quality advice from a reliable expert. As an award-winning retirement planner in Melbourne, we guarantee your peace of mind with comprehensive, actionable, data-backed financial strategies.
As we’ve already stressed, the earlier you begin planning your retirement, the stronger your financial position will be. But planning is only half the battle — as your retirement planner, we’ll provide ongoing financial reviews, insights and advice to help you adapt to changing circumstances.
Our ultimate goal isn’t to get your bank account to read a certain number; it’s to give you the peace of mind that retirement is financially secure and comfortable. Read our case studies, and you’ll see we’ve brought countless local clients that same invaluable peace.
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.
After engaging Liston Newton's services, Chris & Leanne Roberts were able to purchase the B&B of their dreams by utilising their savings in the most tax-effective way.
We have several offices dotted throughout Australia. Each one is staffed by locals with deep connections to their communities, and we encourage them to give back to those communities using their world-class financial expertise. Our Melbourne office has chosen to support the following causes.
Many in our team have been directly affected by the issues these organisations combat, and so we’re extremely proud of the years of work we’ve managed to support them with.
Although you’re never too early to start planning ahead, we believe your late thirties and forties are a good time to start properly planning for your retirement. At this age, you’re likely settled into your career, and may have even built up enough capital to consider long-term plans like investing.
Still, there’s no time like the present. Whatever age you are and whatever stage of life you’re at, we’d be happy to help you plan your retirement at our South Melbourne office.
Retirement isn’t just about age, nor is it just about the size of your finances. A useful way to consider retirement is by considering your financial freedom. You want to have enough money to afford the lifestyle you want to live. Depending on how you define that and your financial opportunities, you could retire in your forties or stay in a job you love well into your seventies.
As your Melbourne retirement planning team, our job is to help you gain a clearer picture of the kind of retirement lifestyle you want and then develop a financial plan to help you afford it.
As a rule of thumb, you should aim for an annual retirement income of 65-85% of your pre-retirement income. This figure assumes that you’re relatively debt-free and do not have a mortgage to pay off.
Assuming you don’t have significant financial liabilities, you can use the following guide to estimate how large your retirement savings should be:
Advancements in ‘artificial intelligence’ have dominated tech headlines recently, and we’ve no doubt they will for some time to come. Many businesses, financial advisors included, have been impressed enough to believe in the ‘intelligence’ behind these tools. But not us.
AI is incapable of generating new ideas in any field, let alone financial strategy. Trained only on years-old ideas which they regurgitate without comprehension, AI tools are not trustworthy advisors. At Liston Newton, we admit to using AI tools to optimise our research and data analysis, but our retirement strategies, just like this page, are written purely by humans.
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