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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.
Get a free 90-minute consultation. Our team will even come to you. See how it works.
We've been helping to guide business growth for over 40 years, and offering financial advisory services for close to a decade.
We can provide a full range of financial services, and we take a holistic approach to your financial advise, wealth creation, and business accounting.
As we have such a good understanding of your business circumstances, we are the best choice of financial adviser for your personal finance advice.
We make use of the latest technologies and software for personal financial modelling and wealth progression measurement.
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 Business 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 Business 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. A Business 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.
Get Set, Get Moving, Get Free is the methodology we developed over 40 years. It's about understanding the different stages of business growth and how to navigate them.
Our financial advisory services can help you build wealth goals and a strategy to attain them. No matter what your current location in the journey to wealth, we can help you get to financial freedom sooner.
Find out how we do things
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.
We restructured Papermill Media and moved them to cloud accounting. Papermill was listed at number 43 in the Australian Financial Review's Fast 100 List in 2017.
Take a lookWe have helped Cambridge Plumbing to manage and forecast cash flow. We've also provided the director with advice on wealth creation and asset allocation.
Take a lookAfter helping them transition to Xero, we conducted quarterly business coaching with Quality Energy and helped increase their profits by 90 per cent.
Take a look
Step 1: Discovery meeting
Sit down together and work out if we are a good fit for each other. This occurs in a discovery meeting.
In the discovery meeting we discuss your current financial situation, your goals in life and the time frame you have in mind for achieving them. Once we know where you are today and what your objectives are for the future, it’s about working together to map out a plan to get there.
Step 2: Proposal
Your financial adviser will prepare a proposal for you which gives a high-level overview of suggested areas of advice, the realistic time frame of your goals and an estimate of the pricing.
Step 3: Plan
Your financial adviser prepares the plan. This includes the strategy and action plan to help you achieve your objectives and build the life you want. The plan will include things like:
Step 4: Implement the plan
The strategy is presented to you as a documented financial advice plan. Discuss the plan, ask any questions, and make any modifications required. Once you agree to the plan and sign off on it, your financial adviser implements plan.
Step 5: Review
You'll agree on how often the advice should be reviewed. It’s important to keep the plan updated and adapt it when circumstances change. Personal circumstances change, legislation changes, and investment
That depends on your goals, there isn't one single answer. A good investment for one person is a bad investment for another person. You need to consider what's a good investment for your situation. This will depend on your goals, your appetite for risk, your age, and your investment experience.
A good investment for a 35-year-old business owner might be shares in a growth-oriented business. A good investment for a person no longer working might be high dividend shares, fixed interest investments or term deposits. It all depends on the situation.
It’s easier to define a bad investment. A bad investment is one that you have no idea why you are invested in. No understanding of the underlying asset or business, no idea of the risk involved and no idea how long you should be holding it.
When you talk with a potential adviser, you should be prepared for a two-way interview. Ask them any questions you want to know the answer to, including:
You need to feel comfortable with your financial adviser and trust they will look after your interests.
Liston Newton Advisory Wealth Pty Ltd is an authorised representative of MyPlanner Professional Services Pty Ltd AFSL 425542 ABN 51 159 696 830.
This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from your financial adviser and seek tax advice from your accountants at Liston Newton Advisory. Information is current at the date of issue and may change.
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.
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