Financial advice

Get the right financial advice from advisers who get to know you

Financial advisory can help you enter the next stage of your financial life. Liston Newton Advisory provides expert advice to help you understand your specific situation, and give you strategies to grow your wealth into the future.

Liston Newton Advisory is rated 4.8 from 32 reviews

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Award winning accountants

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Financial advisory services

How you can take advantage of our financial advisory

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A wealth of experience

We’ve got over 40 years’ experience helping our clients create wealth for themselves, their families, and for generations to come.

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A collaborative approach

It’s important to us that you fully understand your investment decisions and are comfortable with the plan we build together. So we take the time to empower you with the knowledge that you’re making the right choices.

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Minimise your fees

We believe in minimising fees on your investments wherever possible—without compromising on quality. Saving you 1% per year on fees might sound small, but it means 1% more you get to keep in your account.

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Keep it simple

Wealth creation doesn't have to be complex. It's about building a solid plan and executing that plan consistently. So we make it easy for you to understand exactly how we’re helping you build your wealth.

Our financial advisory team

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.

  • Investment strategies
  • Wealth creation
  • Retirement planning
  • Personal insurance
  • Estate planning
Get personalised financial advice from advisers who understand your situation. Get advice now.
Let's talk

Our financial advisory team

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.

John Liston, Director | Adviser

Meet the team

We have worked with Liston Newton's Accountancy 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.
Karsten Horne
CEO, Reho Travel
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.
Lisa Clarke
SL Constructions
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.
Peter Luskan
Pandora

Our method for financial freedom

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
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Fully qualified and accredited

Our financial advisers are highly qualified experts. We can help you achieve your personal wealth goals.

Financial advice that will lead you to freedom

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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Our case studies

Frequently asked questions

What happens when I get financial advisory?

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:

  • Investments
  • Savings plans
  • Superannuation
  • Risk protection
  • Estate plans

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 

What’s a good 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.

How do I pick a good financial adviser?

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:

  • What are their qualifications and experience?
  • How have they helped people in a similar situation?
  • What is their investment philosophy?
  • How do you invest your own money?

You need to feel comfortable with your financial adviser and trust they will look after your interests.

Financial Services Disclaimer

Liston Newton Advisory Wealth Pty Ltd is an authorised financial advisor our license details:

Lifespan Financial Planning Pty Ltd

AFSL: 229892

ABN: 23 065921 735

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.

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