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Award-winning financial planners Gold Coast locals trust
Financial planning for private individuals and business owners
Liston Newton Advisory
Liston Newton Advisory is rated from 32 reviews
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Thrive with certified Gold Coast financial advisors
The Gold Coast economy is an extraordinary system, always managing to set the pace for the state and the nation as a whole. Liston Newton’s local financial advisors help local business owners and families shore up their financial position and plan for a brighter future.
Liston Newton is a certified financial planner based on the Gold Coast. Partner with us, and your dedicated financial advisor will offer robust and straightforward wealth management strategies and advice. Why not visit our Marine Parade office for a coffee and a consultation? We’ll explain how we develop data-backed, growth-focused strategies that’ll meet and exceed your financial goals.
Business hours
Monday to Friday
8am to 5pm
Parking
3h parking at Australia Fair Shopping Centre. Take lifts to level 10.
Thrive with certified Gold Coast financial advisors
The Gold Coast economy is an extraordinary system, always managing to set the pace for the state and the nation as a whole. Liston Newton’s local financial advisors help local business owners and families shore up their financial position and plan for a brighter future.
Liston Newton is a certified financial planner based on the Gold Coast. Partner with us, and your dedicated financial advisor will offer robust and straightforward wealth management strategies and advice. Why not visit our Marine Parade office for a coffee and a consultation? We’ll explain how we develop data-backed, growth-focused strategies that’ll meet and exceed your financial goals.
Business hours
Monday to Friday
8am to 5pm
Parking
3h parking at Australia Fair Shopping Centre. Take lifts to level 10.
Financial advice services available on the Gold Coast
We are a leader in the financial planning industry, offering an array of financial security services for businesses and private individuals alike. From setting up self-managed super funds to tax planning to business-focused strategies, we’ll develop a personalised plan tailored to your unique needs.
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
Secure long-term success with the Gold Coast’s financial advisory experts
Talk to usA financial partner unlike any other on the Gold Coast
Our firm runs on details. We cannot abide a number out of place nor a line out of order. What separates Liston Newton from the pack is how well we apply this approach to our clients’ — to your — satisfaction. To succeed at your goals, you need personalised advice from an expert that truly understands you.
Liston Newton’s financial planners on the Gold Coast will make every effort to understand your unique goals and their significance to you personally. The depth of our partnership is the key to the strength of our personalised strategies. Our satisfied clients will happily attest to that.
Financial services and responsibilities
- Wealth management
- Investment strategies
- Retirement planning
- Estate planning
- Personal insurance
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
Meet the Gold Coast team
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Experts you can trust
We’ve earned industry-leading accreditations, cementing our reputation as reliable and effective financial specialists.
The financial advisors Gold Coast clients trust. Here’s why.
A wealth of experience
We have helped our clients generate enough wealth to secure a future for themselves, their children and for future generations to come.
A collaborative approach
We don’t just value your input — we depend on it. The financial strategies your dedicated advisors can create are only as strong as the partnership they build with you.
Minimise your fees
By providing specific, tailored solutions that align perfectly with your goals, you won’t need to spend a dollar on unnecessary services.
Keep it simple
Wealth creation is as simple as any other discipline: small improvements, regularly made, deliver awesome results. Our financial strategies are clear, data-backed and manageable.
We deliver real results via proven growth-focused strategies
Money isn’t everything. But the safety it provides empowers you to focus on whatever matters most to you, be it your business, your family or your time. With our award-winning financial advice, you’ll be able to build a rock-solid financial foundation.
Our Gold Coast office has hosted established business owners, budding entrepreneurs, prudent investors and countless other high-net-worth individuals. Our reputation brought them in the door; our results kept them glued to their seats.
With our data-backed and comprehensive yet adaptable approach, our financial advisors have provided bespoke, actionable and successful counsel to our diverse clients. Our solutions include:
- Asset restructuring for tax minimisation
- Financial modelling to discern high-ROI strategies
- Succession, retirement and estate planning
It might be a bit too bold of us to call our services invaluable. We’ll let our client case studies say it for us.
Our methodology
Our unique method for securing your financial freedom
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 Gold Coast case studies
Cambridge Plumbing
We have helped Cambridge Plumbing to manage and forecast cash flow. We've also provided the director with advice on wealth creation and asset allocation.
Read about it
We support our community as best we can
Corporate responsibility shouldn’t just be a marketing opportunity or a chore. We’ve always found participating in local community initiatives to be extremely personally rewarding. We’ve turned our passion for business into a skill, so helping charities excel is just as rewarding for us as it is for them. We support:
- The Type 1 Foundation (diabetes has personally touched the Liston family)
- The Cancer Council’s Biggest Morning Tea
- The Cancer Council’s Small Business Advisory Service
We settled on these initiatives because they were close to our hearts. But the teams at each of our offices around Australia support their own selection of charities.
Frequently asked questions
Why do I need a local Gold Coast financial advisor?
A financial advisor is an investment in your future. It sounds trite, but it’s true. They provide expert advice and guidance on the best path to take with your money. They guide you towards achieving your short- and long-term goals. And they help you gain all-important peace of mind that you’re making the right decisions.
Our Gold Coast-based advisors have a better understanding of the local economy than outsiders do. We can respond to shifting factors and update our strategies with greater agility, keeping you in the best position possible.
How do I pick a good financial advisor?
Picking the right financial advisor can set you up for a successful future. So make sure you find one that you feel has your best interests in mind. Find out their qualifications, look at their experience, and see if they have a track record of helping individuals like you. It’s essential that they share a similar investment philosophy.
Importantly, make sure they offer all the services you need, from your own retirement planning to business investment strategy development.
For the best financial advisor on the Gold Coast, get in touch with Liston Newton Advisory today.
How much does a financial planner on the Gold Coast cost?
Unlike a yearly tax return, good financial advisory doesn’t come with a set annual fee. How much your financial advisor costs depends on your needs; it depends on what you want to achieve with your relationship; it also depends on the services you require, the complexity surrounding your finances, and what you’re looking to accomplish in the long term.
The right financial advisor is going to save you money in some ventures and make you money in others. So instead of looking at cost, look at what they can help you achieve.
What happens when I work with a financial advisor?
Every financial advisor has a different way of operating. However, there are five broad stages you’ll go through.
- You meet for the first time to discuss your needs, talk through your current financial situation, and see if you’re going to be a good fit for each other.
- Your financial advisor then prepares a proposal with a high-level overview of the strategies that will make up your plan. This includes a timeframe in which to achieve it.
- Once you approve this, they then get to work turning it into a comprehensive action plan.
- When this is finalised, it’s time to get moving. They put your strategies into action.
As time goes on, they meet with you to discuss your plan. Is it meeting your needs? Has your situation changed? Regular reviews ensure your plan does what it sets out to do.
Related resources
We serve people, not algorithms
Just like this page, every word of every strategy you receive from Liston Newton will have been written by a human being. Rapid new developments in emerging technologies have convinced others in our industry that ‘artificial intelligence’ can solve any problem. It cannot.
We embrace technology, and we believe AI is an exceptional productivity tool, capable of gathering data and simplifying processes. But forward-thinking, truly innovative financial advisory requires human beings. Our experience allows us to synthesize unique financial insights and develop unique strategies, and that is what we promise to deliver to you.
