Our methodology

A three phase plan for personal wealth and business success

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Get Set, Get Moving, Get Free

During our 40 year history, we have developed our own holistic approach to business and wealth development. We call it Get Set, Get Moving, Get Free. It's a three phase plan for setting up, systematising and growing your business and other assets. We do everything in a sustainable, progressive way to build towards your long-term goals, measuring your progress as we go.

  • Get Set
  • Get Moving
  • Get Free

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

Let Liston Newton Advisory help you achieve your financial goals

We have braved the uncharted waters of business growth to build a thriving financial firm. Now we bring you the map to success with our Get Set, Get Moving, Get Free methodology.

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