Free Financial Strategy Session | Liston Newton Advisory

What we discuss in your financial strategy session

Tax savings

We discuss your situation and estimate how much tax your business should be paying. If you're paying too much tax, we advise you on tax minimisation strategies.

Asset protection

We assess your business and personal wealth structure to ensure you're set up correctly. The right structure will maximise your tax efficiency, wealth creation, and asset protection.

Risk analysis

We identify any potential risks to your business and personal wealth. We will advise you on what we find and any improvements you can make to mitigate certain risks.

Book your free 90-minute financial strategy session*

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*Free for businesses with revenue more than $500,000. The regular cost is $199 which is credited to your account if you become a client.

What you'll get out of it

Your strategy session can take place in your own office and will give you everything you need to make an immediate impact on your business. We will generate a detailed report to help you navigate your short and long-term business goals.

You'll walk away with:

A better understanding of your business and personal wealth position
A detailed report on your financial strategy session
Clear next steps and priorities to improve your business and personal wealth

Download sample report

Are you ready to get your business moving?

Book your session

We've helped to grow thousands of businesses

Over more than 40 years of practising, we have helped thousands of business owners achieve their potential. We are experts at helping businesses maximise their profitability, and we want to share our knowledge with you.

The team at Liston Newton Advisory provides practical and considered advice. The level of service is exemplary and I highly recommend them to other small business owners.

Susie Wilson