Financial advisors in Melbourne

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Liston Newton Advisory
Liston Newton Advisory is rated 4.8 from 32 reviews

This is financial advice that you can take to the bank

At Liston Newton Advisory, we work with you to help you understand every element of your financial situation. You'll get expert guidance and support to create long-term strategies that help you grow your wealth.

Together, our financial planners in Melbourne help you take control of your finances, empowering you to make better decisions for the future.

  • Wealth creation
  • Investment strategies
  • Retirement planning
  • Estate planning
  • Personal insurance
  • Cryptocurrency financial advice

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Award winning accountants

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How you can take advantage of our financial advisory

A wealth of experience

A wealth of experience

We’ve got over 40 years of experience helping our clients create wealth for themselves, their families, and for generations to come.

A collaborative approach

A collaborative approach

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.

Minimise your fees

Minimise your fees

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.

Keep it simple

Keep it simple

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.

Work with us with confidence and support. We're a Xero Platinum partner.

Financial advice you can rely on from Melbourne's trusted financial planning firm

At Liston Newton Advisory, we provide advice and support that helps make your money work for you. We know that everyone has different financial goals, so our financial advisory services are tailored to your personal needs. Whether it’s advice on structuring your investments for better returns or planning a rewarding retirement, we’re here to support you.

It's all about getting the right advice and peace of mind that your finances are secure.

Francis Soale

Meet our financial advisors in Melbourne

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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.
Karsten Horne
CEO, Reho Travel
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.
Lisa Clarke
SL Constructions
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

How we help you work towards financial freedom

We know that your finances don’t just cover one thing – they encompass everything you do. So we’ve developed a unique methodology over our 40+ years as a business that takes it all into account.

We call it Get Set, Get Moving, Get Free. It’s designed to help you stay on track to reach your goals, no matter what the future brings.


Discover how we do things.

Learn more about our methodology
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Financial advice you can trust

Our team are here to help you towards a brighter future.

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We’ll help you achieve your financial goals

It all starts by getting the right advice. Speak with our financial advisors in Melbourne today.

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Frequently asked questions

Why do I need a financial adviser?

The right financial planner in Melbourne is invaluable. They work with you to help you create and structure your financial goals and then stick by your side to ensure you stay on track to reach them.

Financial advisors provide practical, actionable financial support that helps you manage your money better, from building tailored wealth creation strategies for your financial situation to improving your investments with a better investment strategy. In addition, they’ll provide advice on personal insurance, help you plan your estate and even advise on cryptocurrency.

Liston Newton Advisory can provide all these services and more. It’s all in a day's work for the best financial advisors in Melbourne.

How do I pick a good financial adviser?

Picking a good financial adviser is essential. Once you’ve found the right one for you, they’ll stick around for the long term.

So when making your decision, be sure to ask all the right questions upfront. Check their qualifications, ask about their skills and experience, and look into their track record of helping individuals in a similar situation to you.

Importantly, you need to feel comfortable with them. If you’re happy to have robust discussions about your finances and trust that they know what they’re doing – you’re on the right track.

How much does a financial adviser in Melbourne cost?

Financial advice isn’t like completing your tax return: there’s no one set fee for the service. Instead, the cost of financial advisory services in Melbourne will depend on your personal financial goals and what you hope to achieve. The fee structure also considers the complexity of your finances, your preferred level of service, and how you want to receive your advice.

But the right financial adviser can be invaluable, so get in touch with us. We can discuss how much a Liston Newton financial adviser in Melbourne costs – and how we can help you plan for a brighter future.

What happens when I work with a financial adviser?

There are five main steps you’ll go through when working with an independent financial advisor in Melbourne.

You’ll have a discovery meeting with them to discuss your current financial situation, determine your needs, and see if you’re the right fit for each other. Then, your financial adviser will create a proposal with a high-level overview of your areas of advice, plus a timeframe in which it will be delivered.

Once you approve this, they’ll then prepare your financial action plan to help you achieve your objectives. This can include:

  • Wealth creation plan
  • Investment strategies
  • Retirement planning
  • Estate planning
  • Personal insurance
  • Cryptocurrency financial advice

Following this, they’ll help you implement the plan. Then once your plan is in motion, they’ll meet your regularly to review your financial advice and ensure it continues to work for you as your circumstances change.

It’s a comprehensive service. Get in touch with our financial planners in Melbourne, and we’ll walk you through our specific process.

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