Financial advisory

Define, meet and exceed your goals with tailored financial planning advice

By protecting your existing wealth, minimising your tax obligations and helping you to fully realise your business’s profit potential, our holistic financial advice will put you and your family on the safest path to a prosperous, comfortable life.

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An award-winning Australian accounting firm

SMSF multi service firm of the year award

Silver circular badge reading Accountants Daily Australian Accounting Awards 2019 Finalist Partner of the Year.

See our awards

Our specific financial advisory services

Whether you’re looking to invest in properties and optimise your portfolio or need to ensure and insure your family’s future, your dedicated financial advisor will see you through it all. What can we help you with?

Estate planning

Secure your legacy and ensure your loved ones are cared for by expertly planning the distribution of your assets and minimising taxes and legal complications.

Estate planning

Investment strategies

Maximise your financial growth with tailored investment strategies that align with your goals, balancing risk and reward to build long-term wealth.

Investment strategies

Personal insurance

Protect yourself and your family from life's uncertainties with comprehensive personal insurance solutions designed to provide financial security when it matters most.

Personal insurance

Retirement planning

Achieve the retirement lifestyle you desire with strategic planning that ensures you have the necessary resources and income to enjoy your life without financial stress.

Retirement planning

Wealth management

Take control of your financial future with holistic wealth management services integrating investment, tax and estate planning to grow and safeguard your assets over time.

Wealth management

Secure your legacy with tailored financial strategies

Your financial decisions have a profound impact not just on your future but on your family's security for generations to come. Our financial consultants specialise in offering bespoke financial advice to not only grow your wealth but also protect what matters most — your family's well-being.

Our holistic approach integrates wealth creation, estate planning, and retirement strategies, all tailored to your unique goals. By partnering with us, you gain the peace of mind of knowing that your financial legacy is in expert hands and that your family's future is secure.

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Make the most of our award-winning financial advisory.

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Unmatched expertise, unwavering results

With over 40 years of experience, we’ve become the go-to advisors for high-net-worth individuals like you, offering financial strategies that are expertly crafted and thoroughly tested. Our deep understanding of financial management allows us to confidently guide you through even the most complex financial landscapes, ensuring your assets are protected and positioned for growth.

Trust is earned through results. Our long-standing client relationships are a testament to our ability to deliver on our promises, providing the security and assurance that your financial future is truly secure.

We can help you with

Setting up trusts to protect your assets
Writing and reviewing your will
Debt repayment strategies
Business and property investments
Downsizing your home
Transitioning into retirement
Pension planning

Liston Newton is an accredited and respected financial institution

Our financial advisors are highly qualified experts with all the experience necessary to help you achieve your ambitions.

Get to work with a certified financial planner

Our goal is to win you your financial freedom. To do that, we’ll institute short- and long-term strategies based on your existing financial situation and your goals. But first, let’s sit down for a consultation.

Initial consultation

Let’s define what your goals are, discuss their feasibility and outline potential solutions.

Short-term strategies

First, let’s protect your existing wealth with financial assessments and tax minimisation advice.

Long-term strategies

We’ll implement strategies to create new income and assets, and protect your wealth for your loved ones.

View our approach

We help structure businesses in all Australian industries

Retail

Retail accounting services focused on cost control, stock management, cashflow, and financial performance.

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Ecommerce

Ecommerce accounting and advisory support for online businesses managing growth, cashflow, and complexity.

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Wholesale

Financial insights and advisory support to improve margins, stock management and scalable growth.

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Transport and Logistics

Accounting and advisory services to manage costs, assets and cash flow in high turnover operations.

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Trades

Accounting support for tradies needing better systems, clearer reporting, and long-term growth advice.

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Property and Land Developers

Accounting and advisory services for property developers navigating tax, compliance, and investment outcomes.

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Professional Services

Accounting support for professional services firms planning cashflow, structure, and long-term financial growth.

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Not for Profit

Clear financial reporting and advisory to support governance, funding compliance and long-term impact.

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NDIS

Specialist NDIS accounting advice to support compliance, funding management and business sustainability.

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Medical and Surgical

Trusted accounting and advisory for medical professionals, supporting compliance, structure and sustainable growth.

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Manufacturing

Strategic accounting support to manage margins, inventory, cash flow and long-term business performance.

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Hospitality

Accounting and advisory support for hospitality businesses managing margins, cashflow, and operational challenges.

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Health and Fitness

Accounting and advisory services that help fitness businesses improve profitability and manage member growth.

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Franchise

Accounting advice for franchise businesses assessing opportunities, managing obligations, and supporting sustainable growth.

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Building and Construction

Clear financial advice for builders and contractors, from job costing and cash flow to growth planning.

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Aged Care

Specialist accounting and tax advice for healthcare professionals, including structuring, asset protection, and planning.

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Agriculture

Specialist accounting for farmers and primary producers managing seasonal cashflow and long-term sustainability.

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Learn more about your business with our comprehensive guides

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.

Discover tax strategies and business structures available to you
Understand and apply new business management technology
Get in touch with us for information tailored to your business

Smart wealth guide

Download Guide

Your guide to a successful retirement

Download Guide

Learn more about your business with our comprehensive guides

What our clients say

See what our clients have to say about their experience working with the team at Liston Newton Advisory.

4.9/5

Average review on Google

Louise Ionn

If you have been a bit clueless about financial planning like me, but need to find someone trustworthy and professional to help sort you out, I whole heartedly recommend contacting Liston Newton Advisory for some peace of mind. They provide excellent documentation of the process and communicate clearly at every stage. I can now rest easy about plans for my finances into the future and get on with living my life

Jean Jackson

We signed on with Liston Newton a few months ago, initially to get advice on our super. We did not expect the comprehensive review of our lives and financial goals. My husband and I did not think that we could, for example, buy a house in the 2021 climate. But with their expert advice and trusted resources they connected us to the financing options available to us, also given our financial position. I only found them on Google, and they were very thorough and caring from the get-go. We started with a complimentary initial consult and every step of the way they took our preferences and consent into consideration. We plan to continue the relationship in the coming years. Kudos to Sam, Sunny, Leah, Mary and the rest of the team! — Ben and Jean Jackson

Ian Baillie

Liston Newton have provided the best professional financial advice to help us achieve our goals in our business. We are delighted and feel confident to have them managing our financial portfolio. They are also very friendly in their approach and provide quick responses to queries.

Stewart Lane

Partner & Head of Tax

Andrew Phelan

Partner & Consultant

Daniel Baldwin

Partner & Head of Accounting

Romeo Takafuma

Head of Advisory

Lasadi Premaratna

Senior Financial Advisor

Our locations

We have six offices across the east, from which we can provide accounting services for metropolitan and regional businesses alike. Rest assured that our services are available to you no matter what state or territory you’re based in, and we’ll gladly make the trip over for a handshake, coffee and a consultation.

South Melbourne

Level 3/67 Palmerston Crescent, South Melbourne, VIC 3205

17/31 Queen St, Melbourne VIC 3000

Suite 175/45 Glenferrie Road, Malvern, VIC 3144

36 Woods Street, Donald VIC 3480

Level 10, 36 Marine Parade Commercial Tower, 36 Marine Parade, Southport QLD 4215

Level 22-23, Salesforce Tower, 180 George Street, Sydney, NSW 2000

Get directions

Sydney

Accountants

What happens when I get financial advisory?

Step 1: Discovery meeting

Sit down together and work out if we are a good fit for each other. This occurs in a discovery meeting.

In the discovery meeting, we discuss your current financial situation, your goals in life and the time frame you have in mind for achieving them. Once we know where you are today and what your objectives are for the future, it’s about working together to map out a plan to get there.

Step 2: Proposal

Your financial adviser will prepare a proposal for you that gives a high-level overview of suggested areas of advice, a realistic time frame for your goals,\ and an estimate of the pricing.

Step 3: Plan

Your financial adviser prepares the plan. This includes the strategy and action plan to help you achieve your objectives and build the life you want. The plan will include things like:

Investments
Savings plans
Superannuation
Risk protection
Estate plans

Step 4: Implement the plan

The strategy is presented to you as a documented financial advice plan. You can discuss it, ask questions and make any necessary modifications. Once you agree to the plan and sign off on it, your financial adviser will implement it.

Step 5: Review

You'll agree on how often the advice should be reviewed. It’s important to keep the plan updated and adapt it when circumstances change. Personal circumstances, legislation and investment landscapes are all subject to change, and we can help you plan for them.

What makes for a good investment?

That depends on your goals. There isn't one single answer. A sound investment for one person is a bad investment for another person. You need to consider what's a good investment for your situation. This will depend on your goals, appetite for risk, age, and investment experience.

A good investment for a 35-year-old business owner might be shares in a growth-oriented business. A good investment for a person no longer working might be high dividend shares, fixed interest investments or term deposits. It all depends on the situation.

It’s easier to define a bad investment. A bad investment is one that you have no idea why you invested, no understanding of the underlying asset or business, no idea of the risk involved and no idea how long you should be holding it.

How do I pick the best financial advisory firm for my needs?

You should be prepared for a two-way interview when you talk with a potential adviser. Ask them any questions you want to know the answer to, including:

What are their qualifications and experience?
How have they helped people in a similar situation?
What is their investment philosophy?
How do you invest your own money?

You need to feel comfortable with your financial adviser and trust they will look after your interests.