Get Set

Get set on the right path with Liston Newton Advisory

How we get you set

First, you need to know where you want to go. So, we spend time getting to know your business and individual goals. We then build a strategic vision and tailored business and personal finance plans.

Plan your goals

To grow a successful business, you need to have clearly defined goals and a plan for how you're going to achieve them.

Structure your business and personal assets

Depending on your specific strategic vision, we will recommend the most appropriate business structure and advise you on the wisest places to hold your investment assets.

Online accounting

You can automate many accounting tasks with Xero's cloud software. We set it up and show you how it's done. Our training includes advice on other software add-ons to measure your business.

People and HR

The most important asset for any business is your team. You need to invest time and effort into finding the right people to help you grow your business.

Protect your business and personal risk

To protect your future, we offer advice on insurance issues relating to life, TPD, trauma and income protection. We also guide you in your choice from a range of business insurance types.

Business and personal will

You need to plan for your business succession and what will happen to your personal assets if you're not around.

Ready to get set for success?

In the early stages of a business, it's important to create a strong foundation. From there we can help you move into the next phase of growth.

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