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Free yourself with wealth creation, investments, and succession plans

How we get you free

Financial freedom means only working when you want to work, so you can have the lifestyle you want. Whether you're planning retirement or your next business, we can help you get there.

Understand wealth creation

Now things really get interesting. With all of the preliminaries taken care of, we can start growing your wealth, using software for personal financial modelling and to keep track of your progress.

Investment portfolio

We begin setting up an investment portfolio and asset allocation, partnering with brokers to provide listed security advice. We also advise on the best tax structure for your portfolio.

Investment property

We set up your investment property portfolio, again helping you choose the most appropriate tax structure. With our credit licence, we can also offer lending advice.

Self-managed super fund

At Liston Newton Advisory, we can guide you through setting up an SMSF, and we can provide an ongoing SMSF advice, tax and administration service.

Succession and exit planning

If you plan to exit your business, we can help you prepare for a sale or aid you in coming up with a succession plan with existing business owners or family.

Your legacy

Choose what impact you want your hard work to have on others. Whether you want to setup a family trust, education fund, or donate to charities, you get to choose what you do with your wealth.

Ready to get free and live life how it ought to be?

At Liston Newton Advisory, we can help you put the right financial strategies in place so you can live your dream life.

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