Wealth creation is about more than just dollars in the bank. It’s about finding the most suitable strategies, structures, and investments that help you live the life you want.
We work with you to understand your needs and goals, determine where you are today, and help map out where you want to go tomorrow. We then implement financial modelling and investment strategies, and build targeted investment portfolios that bring your goals to life.
We’ve got over 40 years’ experience helping our clients create wealth for themselves, their families, and for generations to come.
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.
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.
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.
Wealth creation means something different for everyone. So why should your plan be the same as someone else’s?
Our experienced wealth creation and planning team understands this, and works with you to create a plan that’s unique to your situation. We get to understand you, your family, your needs now and in the future, and plan out a series of wealth creation strategies that put you on the path to achieving these goals.
We keep you informed at every step, so you know exactly what’s going on, and get peace of mind that you’re in control as your wealth grows.
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 expert advice and guidance on managing your wealth now, and for the long term.
We help you take advantage of thorough and robust wealth creation strategies that put plans in place now, and for your future.
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