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Award-winning Port Macquarie financial planners
Grow your personal wealth with quality financial advice
Liston Newton Advisory
Liston Newton Advisory is rated from 32 reviews
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Financial planning advice worth twice its weight in gold
At Liston Newton Advisory, we empower you to take control of your wealth and secure your financial future. As Port Macquarie’s leading certified financial planners, our expertise covers all aspects of financial security. We can help you develop your investment portfolio, ensure your self-managed superannuation funds are on track, and shore up your retirement savings.
Step into our offices, and let’s explore your financial goals together. Our initial consultation will be entirely free with no obligation. All we need from you is an idea of what you’d like to achieve and your coffee order. If you’d like to meet us at our Port Macquarie financial advisory offices, you’ll find plenty of parking along William Street and Short Street. However, if a virtual consultation would be more convenient, you have only to say the word, and we’ll set one up.
Business hours
Monday to Friday
9am to 5pm
Parking
1h parking on William St. 3h parking at Officeworks on Short St.
Financial planning advice worth twice its weight in gold
At Liston Newton Advisory, we empower you to take control of your wealth and secure your financial future. As Port Macquarie’s leading certified financial planners, our expertise covers all aspects of financial security. We can help you develop your investment portfolio, ensure your self-managed superannuation funds are on track, and shore up your retirement savings.
Step into our offices, and let’s explore your financial goals together. Our initial consultation will be entirely free with no obligation. All we need from you is an idea of what you’d like to achieve and your coffee order. If you’d like to meet us at our Port Macquarie financial advisory offices, you’ll find plenty of parking along William Street and Short Street. However, if a virtual consultation would be more convenient, you have only to say the word, and we’ll set one up.
Business hours
Monday to Friday
9am to 5pm
Parking
1h parking on William St. 3h parking at Officeworks on Short St.
Financial advice services available in Port Macquarie
Our Port Macquarie office offers far more than just financial planning advice. From virtual CFO services to investment planning to personal insurance advisory, we provide a range of financial security services for local businesses and private individuals alike.
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 Port Macquarie’s financial advisory experts
Talk to usOur financial plans are as ambitious or reserved as you need
Our financial advisors in Port Macquarie can deliver any service you might need, but the essential service we offer you is peace of mind. By leveraging our experience, we give you the freedom to pursue financial success in any way you choose, knowing that the risks have been identified and mitigated. Some of our clients have ambitious entrepreneurial dreams just waiting to be fulfilled. Others simply want a peaceful retirement and a strong financial safety net for their kids and grandkids.
Whatever your goals, your Port Macquarie financial planner will illuminate a clear and actionable financial strategy to achieve them.
Financial services and responsibilities
- Wealth management
- Investment strategies
- Retirement planning
- Estate planning
- Personal insurance
Meet the Port Macquarie team
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Expertise you can trust
We’ve earned industry-leading accreditations, cementing our reputation as reliable and effective financial specialists.
Partner with Port Macquarie’s most experienced financial planners
A wealth of experience
For over 40 years, we have helped our clients generate enough wealth to secure a future for themselves, their children, and future generations.
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: minor improvements, regularly made, deliver extraordinary results. Our financial strategies are transparent, data-backed and manageable.
Our results for our clients speak for themselves
Everyone has gaps in their financial knowledge. But the successful surround themselves with specialists who can fill those gaps. Liston Newton’s Port Macquarie office has helped locals secure their finances with award-winning financial advice that delivers real results.
Financial advisory is a broad topic. It covers everything from investment advice to estate planning to personal insurance. But the value of our financial advice is due to its specificity. We tie every strategy, analysis and insight back to your personal ambitions. We provide:
- Comprehensive modelling to assess possible financial strategies
- Meticulous reviews of your investments to maximise ROIs
- Ongoing financial support through every stage of life, from entrepreneurship to retirement
As our client case studies prove, our tailored advice gives you the greatest chance at achieving the financial freedom you seek.
Our holistic methodology will secure your financial future
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 Port Macquarie case studies
Claudia Martin
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.
Read about it
We proudly support our Port Macquarie community
We don’t just work in Port Macquarie — we live here. We want to see our community thrive. At work, we’re able to support young entrepreneurs and small business owners, but we’ve found other ways of using our extensive business experience to serve the community. Our local office supports three charities:
- The Cancer Council’s Biggest Morning Tea
- The Cancer Council’s Small Business Advisory Service
- The Type 1 Foundation
And that’s just what our Port Macquarie team gets up to. Each of the teams at our offices around Australia supports their choice of local and national charities and initiatives.
Frequently asked questions
Why do I need a local Port Macquarie financial advisor?
Personalised and up-to-date financial advice is invaluable. While an out-of-state advisor can offer you generalised strategies, a local financial planner will have a much deeper understanding of your business environment and the local economy.
If you’re based in Port Macquarie, Liston Newton’s local financial advisors are best suited to help you capitalise on emerging opportunities. We’ll work with you to create strategies and plans that guide you on the right path and ensure a prosperous future. It’s not just how and where to spend your money — it’s how to build long-term wealth, manage investments, and even choose the correct insurance.
How do I pick a good financial advisor?
The right financial advisor is the one that’s best suited to your needs. So make sure they can do what you want them to achieve. When picking a financial advisor, be sure to check the following:
- Their experience and qualifications
- Do they work with individuals like you or businesses like yours?
- What’s their investment philosophy like?
- Do they invest their own money?
After determining that they’ve got the skills, you also need to feel comfortable with them and trust that they’ve got your best interests in mind.
How much does a financial planner in Port Macquarie cost?
The cost of financial planning depends on your needs. Their price can change depending on your level of finances, the services you require, and the complexity of your financial plan. It also can depend on how often you meet or interact.
But with the right financial advisor, these costs are an investment that sets you up for a successful future.
Contact Liston Newton Advisory today to speak with our experienced and reliable financial planners in Port Macquarie for more information.
What happens when I work with a financial advisor?
There are five main steps you’ll go through when working with a financial advisor.
- Step 1. You have a discovery meeting to discuss your financial situation and requirements and see if you’re the right fit.
- Step 2. They create a high-level proposal to demonstrate how they will help you achieve your goals.
- Step 3. If you approve this proposal, they get to work creating your comprehensive financial strategy.
- Step 4. Your financial strategy is complete — it’s time to put it into action. They get to work deploying your plans and strategies.
- Step 5. Together, you’ll have regular meetings to review your financial advice and ensure it continues to work for you as your circumstances change.
Related resources
About our content authors
Human intelligence trumps artificial intelligence
There is no doubt that emerging technologies like AI tools will revolutionise the way many businesses operate. The problem, as we see it, is that too many companies are caught up in the hype of these technologies without understanding what they actually are. Many end up cutting corners rather than cutting costs.
Here’s what we believe: AI and other cutting-edge tech are valuable tools, but only in the hands of experienced accountants — high-level strategic thinking is still the realm of the human mind. Our team wrote every word of this page, and we’ll write and fact-check every point of advice and strategy we deliver to you, guaranteed.
