Wealth management Malvern

Tailored wealth advice to manage and grow your wealth

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

Free financial strategy session*

Get a free 90-minute video consultation. See how it works.

*Offer subject to terms and conditions
By subscribing, you agree to our privacy policy
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

An award-winning Australian accounting firm

SMSF multi service firm of the year awardSMSF customer service firm of the year awardIfa innovator of the year awardIfa holistic adviser of the year award

Fortify your financial security with Malvern wealth experts

Your finances form the foundation upon which your life’s ambitions are built. We don’t mean to sound crass — the opposite, in fact. Your loving family life, rich friendships, rewarding hobbies and successful business are the substance of your happy life, but wealth enables you to enjoy them without worry. As your dedicated wealth advisors, it’s our responsibility to help you build that security.

Liston Newton’s Malvern wealth management advisors will design bespoke strategies to help you reach your personal and financial goals. Whatever stage of life you’re in, today is the day you put yourself on the path to a bright financial future. The first stop on that path is our office on Glenferrie Road. Pop in for a coffee, and let’s schedule a video consultation. What sounds better to you?

Contact us

Call us on

(03) 9069 2607
Business hours

Monday to Friday

8am to 5pm

Parking

Client parking on Stanhope St. 2h parking on Glenferrie Rd and Stanhope St.

Visit us

Contact us

Call us on

Business hours

Parking

Fortify your financial security with Malvern wealth experts

Your finances form the foundation upon which your life’s ambitions are built. We don’t mean to sound crass — the opposite, in fact. Your loving family life, rich friendships, rewarding hobbies and successful business are the substance of your happy life, but wealth enables you to enjoy them without worry. As your dedicated wealth advisors, it’s our responsibility to help you build that security.

Liston Newton’s Malvern wealth management advisors will design bespoke strategies to help you reach your personal and financial goals. Whatever stage of life you’re in, today is the day you put yourself on the path to a bright financial future. The first stop on that path is our office on Glenferrie Road. Pop in for a coffee, and let’s schedule a video consultation. What sounds better to you?

Contact us

Call us on

(03) 9069 2607
Business hours

Monday to Friday

8am to 5pm

Parking

Client parking on Stanhope St. 2h parking on Glenferrie Rd and Stanhope St.

Wealth management services available in Malvern

In our experience, personalising financial strategies requires a holistic approach. Think of ‘wealth management’ as an umbrella under which sits a range of services we can draw on. Once we understand your unique needs, we’ll design the right approach to order your personal finances and secure your financial freedom.

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.

Louise Ionn

We initially signed on with Liston Newton 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 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. 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.

Jean & Ben Jackson

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
With your private wealth secure, where will life take you?
Talk to us

Clear and effective wealth creation services Malvern trusts

Wealth management strategies are neither quick nor straightforward. This isn’t to say they’re impossible or high-risk, only that they require an eye for nuance and the readiness to adapt. That is precisely what we excel at.

Our wealth management process begins with the basics: understanding your goals. Some clients seek high-risk/high-reward strategies, while others prefer stability. Over the course of our partnership, your goals are liable to change as you transition through life stages or face unexpected hurdles and opportunities.

Whatever your vision, our financial planners will help you realise it.

Wealth management strategies

  • Portfolio management
  • Property investment strategies
  • Superannuation planning
  • Borrowing to invest
  • Tax structuring
  • Cash flow modelling

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 Malvern team

Data-backed, expert-vetted strategies for financial success

We’ve won the respect of countless financial institutions. And we’ve got the awards and accreditations to prove it.

Why choose us

Wealth management is the service. Peace is the result.

It’s a gross oversimplification to say that our job is to add digits to the number at the bottom of a spreadsheet or to make a line go up. We’re after long-term wealth management partnerships with ambitious clients looking to set their lives up for success.

Wealth management is a process. It takes time. You will not achieve anything with a rigid strategy that cannot adapt to your needs. When you partner with our award-winning Malvern wealth managers, you can expect us to be in it for the long haul. 

  • We can model alternative strategies to discern the best one
  • We’ll regularly refine your plan to maximise its ROI
  • We will prove that whatever your situation, financial stability is possible

We aren’t making empty promises. Scan through our case studies, and you’ll soon see our results are very real.

Our wealth management methodology

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 Malvern case studies

It’s not just business. It’s personal.

As we said at the beginning, financial stability is essential, but it is not all there is to life. We aren’t just wealth management experts: we’re parents and children and siblings, entrepreneurs and athletes. We are invested, active members of our local Malvern community. That’s why we’ve opted to support that community by partnering with charities and initiatives near and dear to our hearts:

  • The Cancer Council’s Small Business Advisory Service
  • The Type 1 Foundation for diabetes education and prevention
  • Several community sports teams in Wantirna, Richmond and St Kilda

And that’s just our Malvern team. We have teams around Australia, each of whom supports their own selection of charities and gives back to their communities in their own unique ways.

Frequently asked questions

How do I make a good investment?

Every investment is a risk — a good investment is a carefully assessed risk. To make that assessment, consider each of the following factors:

  • Your financial goals
  • Your current financial position and appetite for risk
  • Your age
  • Your experience with investing

If you’ve got enough of a financial buffer to accept a moderate- or high-risk investment, then it may be worth your while. But if you’re a retiree with a carefully planned super and pension strategy, look for investments that offer a stable ROI.

This is only general advice, of course. Book a consultation with our wealth managers for tailored advice.

Is it a good idea to invest inside my super?

It certainly can be. You can (or, for the most part, should) only access your super after your retirement. So, putting aside the qualities of the investment, the major factor you need to consider here is whether you want to access your returns after you retire, or before.

There’s little point investing within your super if your ultimate goal is to use your returns to buy your house. But you might consider it a good plan if your goal is to pay off your mortgage as soon as you retire. 

Get in touch with our wealth managers to talk through different wealth management game plans.

Settle for AI wealth managers at your own risk

The decision to call generative and predictive text tools ‘artificial intelligence’ was a genius marketing move. And it was marketing. These tools are not intelligent in any meaningful way. But the label allows AI evangelists to make awe-inspiring claims that make you feel like a fool for not jumping on the bandwagon.

AI tools can be used to sort and manage specific sets of data effectively. But they are entirely incapable of developing competent generic strategies, much less tailoring them to individual clients. We use AI, as we do all cutting-edge tech, for what it is good at. We leave the critical work to forward-thinking human intelligence.