Our financial advisers have insight into strategies to make your money work for you. The financial consultancy services we offer include the best tax structures 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.
Any one of our highly experienced advisors is ready to personally work with you to drive your Australian business into the future. The hands-on experience that undergirds their financial consultancy service is second to none.
Our team can even travel to your premises to consult with you face-to-face. Of course, we understand that in these times communication must remain flexible. We’re happy to accommodate whatever medium you feel comfortable with. It's all part of our commitment to our clients’ wellbeing and success.
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.
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.
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 that 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 the 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, legislation and investment landscapes are all subject to change, and we can help you plan for them.
That depends on your goals. There isn't one single answer. A sound 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, appetite for risk, age, and 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 invested, no understanding of the underlying asset or business, no idea of the risk involved and no idea how long you should be holding it.
You should be prepared for a two-way interview when you talk with a potential adviser. 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 financial advisor our license details:
Lifespan Financial Planning Pty Ltd
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, 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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