If your financial adviser doesn't understand your business, how can they advise you on wealth strategies? Our inside knowledge of how you make your money will help us grow it.
Our financial advisers have insight into strategies to make your money work for you. We can offer financial advice that includes the best tax structure for your investments, to maximise returns and minimise tax.
Our financial advisory software also adds another dimension to the advice we offer. We can plan your long-term and short-term wealth goals, and measure your progress towards them.
Our team can even travel to your premises to consult with you face-to-face. It's all part of our commitment to our clients.
We have worked with Liston Newton's Accountants and Advisory Team for over a decade. During that time, our business has grown substantially both organically and through purchases. This wouldn’t have been possible without Liston Newton Advisory to assist with our business planning, providing proactive advice and ensuring our accounts were always compliant in a complex and volatile industry.
Liston Newton's Accountants analysed our financial and business situation and helped us implement strategies to improve our position. Their strategies turned our business from making a loss, to recording a 6-month net profit of 36 per cent. And we are now on track to show a 240 per cent increase in turnover over the next financial year.
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.
Our financial advisers are highly qualified experts. We can help you achieve your personal wealth goals.
We have the knowledge you need to start building a future of financial freedom. Ask our Certified Financial Planner™ for advice today.
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A financial plan can benefit people at all income levels. Beyond basic budgeting and investment advice, here's what sort of benefits you can expect to receive from working with a financial adviser.