Borrowing—or gearing, as it’s also known—can be a strategy that enables you to accelerate your wealth creation, and help you achieve your goals faster. When performed correctly, borrowing to invest is a tax-effective method to minimise the amount of tax you pay on your income.
But while borrowing to invest magnifies your gains, it also magnifies your losses. So it’s important that you get the right advice, with a robust financial plan.
That’s where we’ll help you. We’ll work with you to build your plan, arrange the finance, implement the correct holding structure, and recommend the investments best placed to achieve your goals.
Liston Newton Advisory has over 40 years of experience helping our clients achieve their investment goals, and we’ll help you reach yours, too.
When it comes to your borrowing to invest strategy, we take a holistic approach, and include lending and tax advice to help you understand the full picture.
Get help making the right decisions by tapping into our trusted network of stockbrokers, advisers, and a panel of over 30 lenders to help you borrow.
We take the time to ensure you fully understand your investment decisions, and gain the knowledge to make the right choices for your future.
When it comes to borrowing to invest it’s never a one-size-fits all approach, and its risks and rewards are more suited to experienced investors. So we work with you to create a carefully tailored investment strategy that takes your risk for appetite into account.
We provide you with expert advice, support, and guidance that help you achieve your investment goals, and ensure you’re able to pay back your loans within the designated timeframe. We also walk the talk—our advisers only give your advice that they’d be willing to implement themselves.
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.
Get peace of mind that when you borrow to invest, you’re working with the best.
Get in touch with the right adviser who can help you successfully manage your borrow to invest strategy.
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