Get a 60-minute financial strategy session

Get the tools you need to make an immediate impact

You'll walk away with a better understanding of your business and a report detailing the next steps you need to take to achieve your business goals. Your strategy session is free if your business earns more than $500,000 in revenue.

Liston Newton advisers conducting a financial strategy session with clients.

What we discuss in your financial strategy session

Tax savings

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

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

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 60-minute financial strategy session*

By subscribing, you agree to our privacy policy
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
*Free for businesses with revenue of more than $500,000. The standard cost of this session is $660 including GST.
Financial Strategy Session Report

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

What our clients say

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

Google logo with a capital G in blue, red, yellow, and green colors.
4.9/5
Average review on Google
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
Read more
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
Read more

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

Book your free 60-minute financial strategy session*

We can come to you for your consultation and we can help you take your business to the next level of growth.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
*Free for businesses with revenue more than $500,000. The standard cost of this session is $550.

An award-winning Australian accounting firm

SMSF multi service firm of the year awardSMSF multi service firm of the year awardSMSF multi service firm of the year awardSilver circular badge reading Accountants Daily Australian Accounting Awards 2019 Finalist Partner of the Year.Ifa innovator of the year awardIfa holistic adviser of the year award