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We help you keep your finances on track, and your cash flow fluid, with expert financial advice and support. Our experienced financial advisors in Geelong help you better understand your numbers to make more informed decisions for your future.
Get a free 90-minute video consultation. See how it works.
We’ve got over 40 years of experience helping our clients create wealth for themselves, their families, and for generations to come.
It's important to us that you fully understand your investment decisions and are comfortable with the plan we build together. So we take the time to empower you with the knowledge that you're making the right decisions.
We believe in minimising fees on your investments wherever possible – without compromising on quality. Saving you 1% on fees may sound small, but it means 1% more you get to keep in your account.
Wealth creation doesn't have to be complex. It's about building a solid plan and executing that plan consistently. So we make it easy for you to understand exactly how we're helping you build your wealth.
We know that every individual has unique financial goals. So we make sure to deliver financial advice and support tailored to your specific needs.
Our experienced and reliable financial advisory planners in Geelong make it easy. From managing your tax to different investment strategies and even cryptocurrency advice, our services will help you achieve success – whatever that looks like for you.
We have worked with Liston Newton's Accountancy and Advisory Team for over a decade. During that time, our business has grown substantially both organically and through purchases. This wouldn’t have been possible without Liston Newton Advisory to assist with our business planning, providing proactive advice and ensuring our accounts were always compliant in a complex and volatile industry.
Liston Newton's Accountants analysed our financial and business situation and helped us implement strategies to improve our position. Their strategies turned our business from making a loss, to recording a 6-month net profit of 36 per cent. And we are now on track to show a 240 per cent increase in turnover over the next financial year.
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.
Financial success means something different to everyone. But the one thing that remains the same is your peace of mind. You want comfort that you’re on track to achieve your financial goals.
That’s what we’re all about. We use a unique methodology, crafted over our 40 years as a business, to help you reach your goals.
It’s called Get Set, Get Moving, Get Free.
Learn more about our methodology.
Our financial advice team in Geelong have the track record to prove it.
We restructured Papermill Media and moved them to cloud accounting. Papermill was listed at number 43 in the Australian Financial Review's Fast 100 List in 2017.
Take a lookWe have helped Cambridge Plumbing to manage and forecast cash flow. We've also provided the director with advice on wealth creation and asset allocation.
Take a lookAfter helping them transition to Xero, we conducted quarterly business coaching with Quality Energy and helped increase their profits by 90 per cent.
Take a lookContact our financial advisers in Geelong to see how we can help you grow your wealth.
The right financial adviser in Geelong is an investment in your future. They partner with you to not just manage your finances but help you understand how to structure them better to reach your future goals.
They can work with you to develop wealth creation strategies, advise on the best investments for your situation, and help you manage your insurance. They’ll even help with estate planning later down the track.
Great financial advice gives you peace of mind that you’re making better decisions with your money.
So if you’re looking for the best financial adviser in Geelong, you’ve come to the right place. Contact Liston Newton Advisory today to discuss a personalised financial advice strategy.
Picking an excellent financial adviser starts by meeting with them to discuss their skills and experience. Then, ask if they work with individuals like yourself or people in the same life stage as you. If so, then you’re off to a good start.
Next, ensure that they offer the services you need and, importantly, if you click with them.
If you feel comfortable discussing your finances in-depth and having robust discussions about what you’re looking to achieve, you’ve found the right one.
Financial planning services differ from provider to provider and person to person. It also depends on the services you require, the complexity surrounding your finances, and what you’re looking to achieve. So naturally, you can expect to pay more for more complex advice.
But a good financial planner in Geelong is worth their weight in gold.
How your financial adviser works with you depends on your needs and what they’re helping you achieve. There are five broad stages of how they’ll work with you.
Ready to get started? Get in touch with our financial planners in Geelong to organise a discovery session with us.
