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Our new head office is now in South Melbourne - See address
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Managing significant wealth comes with its own set of challenges. Markets move. Laws change. Ambitions evolve. That’s why the right financial advisor is someone who doesn’t just follow instructions — they ask sharper questions, spot opportunities early, and know when to push a little harder on the strategy.
We work with South Melbourne clients who want intelligent financial planning that’s tailored, deliberate and grounded in expertise. Whether it’s building an investment portfolio, planning a tax-efficient exit, or protecting what you’ve built, we help you make smart decisions that align with your goals and values.
If you’d like to talk through your plans, come see us for a free and friendly consultation. You’ll find us on Palmerston Crescent in South Melbourne, where we’ll take the time to understand what success looks like to you.
Monday to Friday
8am to 5pm
On-street parking on Palmerston Crescent
Managing significant wealth comes with its own set of challenges. Markets move. Laws change. Ambitions evolve. That’s why the right financial advisor is someone who doesn’t just follow instructions — they ask sharper questions, spot opportunities early, and know when to push a little harder on the strategy.
We work with South Melbourne clients who want intelligent financial planning that’s tailored, deliberate and grounded in expertise. Whether it’s building an investment portfolio, planning a tax-efficient exit, or protecting what you’ve built, we help you make smart decisions that align with your goals and values.
If you’d like to talk through your plans, come see us for a free and friendly consultation. You’ll find us on Palmerston Crescent in South Melbourne, where we’ll take the time to understand what success looks like to you.
Monday to Friday
8am to 5pm
On-street parking on Palmerston Crescent
We offer comprehensive financial planning services built around your life, assets and ambitions. Our certified financial planners work with you to develop tailored strategies across tax, superannuation, wealth protection, retirement planning, and estate planning, always focused on helping you grow your wealth and achieve your goals with clarity and control.
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.
We’re not here to sell generic plans or guess at your priorities. Our role is to understand exactly what you want to achieve, then design a financial strategy that makes sense technically, practically and personally. We give you a clear view of your financial landscape, and a plan to move forward with purpose.
Our clients stay with us because we deliver more than just financial advice. We become sounding boards, collaborators, and long-term strategic partners. Whether you're preparing for a major transition or fine-tuning your portfolio, we focus on providing tailored solutions that make a measurable difference.
At Liston Newton Advisory, we take pride in helping business owners get more out of their hard work. Our downloadable guides can give you an in-depth look at strategies and technologies that will help your business grow.
Want to pay less tax and grow your business profits faster? Our free guide shows you how to take control of your finances, improve cash flow, and make better strategic decisions with help from a virtual CFO.
Liston Newton is a fully licensed financial advisory firm with certified financial planners who meet Australia’s most rigorous compliance and ethical standards. Our clients trust us because we take a holistic approach to advice, with the technical credentials to back it up.
Australia’s most experienced and professional accountants — with industry leading qualifications and accreditations to show for it. Learn more from a specialised business accountant.
We work with high-net-worth clients who want intelligent financial advice delivered with clarity and purpose, not jargon or fluff.
Our relationships are built on thoughtful questions, honest conversations and strategies that evolve with you.
Your accountant, tax advisor and financial planner should be on the same page. We connect every part of your financial life to give you a single, integrated plan.
Whether you're navigating a life change, managing a growing asset base or preparing for retirement, we tailor financial solutions to meet the moment.
Trust is everything when it comes to financial advice, and we take that responsibility seriously. Our clients rely on us to deliver insight, clarity and rigour in every strategy we recommend. That’s why our standards are set high and reviewed constantly.
We’re known not just for our expertise, but for the way we work: methodical, collaborative and focused on outcomes. Every recommendation we make is grounded in evidence, shaped by experience and aligned to your goals.
Our South Melbourne financial planners bring the full strength of the Liston Newton team with them, and we are nationally recognised for our excellence in strategic advice, client service, and results.
The first phase is all about establishing the fundamentals of your business and creating a strong foundation to build from. You also need to establish your long-term goals so you have a clear idea of what you're working towards.
The second phase is about gaining a deeper understanding of your business; how to make it more efficient and experience sustainable growth. This is where you transition from working in your business to working on your business.
The final phase is when all your hard work really starts to pay off. This is when you start using your profits to build your personal worth to a point that give you financial freedom—the freedom to work only if you want to.
With Liston Newton’s help, Claudia Martin was able to sell her business tax-free, gain clarity in her retirement planning, and make smart investment decisions.
Our commitment to South Melbourne goes beyond financial services. We’re proud to contribute to a thriving, connected community by supporting causes that align with our values and to make a real difference where we live and work.
We encourage our team to share their time, skills and experience with local organisations that foster opportunity, inclusion and long-term impact.
We believe strong communities and strong businesses go hand in hand, and we’re proud to back both.
Whether you’re a young professional in tech, a family with local property investments, or a retiree enjoying the bayside lifestyle, financial planning advice must be tailored to your life stage and South Melbourne context. Our financial planners in South Melbourne specialise in strategies that align with your unique set of goals and objectives, from budgeting and superannuation planning to wealth accumulation and legacy strategies.
We provide financial advice to help you make confident decisions, drawing on years of experience working with local clients. The aim is always to empower you with a clear roadmap for building financial wealth that suits your lifestyle and values.
Tax planning is especially relevant for South Melbourne locals with investment properties, business income, or startup equity. Our team integrates financial and tax advice seamlessly, helping you reduce liabilities and improve outcomes.
We collaborate with your existing tax accountant or introduce you to our in-house tax team, ensuring everything from capital gains to business structures are managed strategically. If you need integrated tax and business support, our business accountants in South Melbourne are here to help.
With high-value real estate, zoning nuances, and local development changes, South Melbourne’s property market requires specific expertise. Our financial planners have deep knowledge of the local area, including suburbs like Albert Park and Middle Park, and how they influence investment and borrowing strategies.
Whether you’re buying, selling, or using property as part of your long-term goals, we structure advice to fit South Melbourne’s fast-moving market and your financial future.
For clients in South Melbourne, intergenerational wealth transfer often involves significant property, super, or business assets. We help you structure these elements to preserve value and minimise complexity.
This can include:
For cohesive retirement and succession plans, we also collaborate with our South Melbourne retirement planning experts.
Small businesses in South Melbourne’s hospitality, retail, and consulting sectors often require specialised financial strategies. From startup planning to exit strategies, we support business owners with structured guidance.
This includes:
Many of our clients also benefit from tailored lending solutions in South Melbourne to support expansion.
Your first meeting is all about understanding your goals and priorities. Whether you’re exploring investment strategies, reviewing your super, or considering early retirement, we take the time to listen and explain your options.
We’ll walk through how our expert financial team works with you to help achieve your long-term goals. You’ll leave with clarity, next steps, and no pressure — just thoughtful, objective advice.
South Melbourne clients benefit from proactive advice that evolves with them, whether they’re growing a business, managing family wealth, or approaching retirement. Ongoing financial advice enables better decision-making across life stages.
We help you track your progress, adjust plans, and respond to life changes or market shifts. That way, your plan stays aligned with your values, and you feel confident every step of the way.
We’ve built long-term relationships with individuals and families across South Melbourne by offering clear, strategic, and personal advice. Our integrated approach (spanning tax, lending, and super) means we support your goals holistically.
Our team is local, experienced, and focused on outcomes that matter to you. From your first meeting through every review, we offer financial planning that enables real peace of mind.
Every sentence you see on this page was written by one of our people. These days, that’s not as obvious a statement as you might think. Businesses in all industries are becoming increasingly comfortable outsourcing their work to AI tools. Using such tools to string a sentence together is one thing, but using them to develop complex financial strategies is another.
Liston Newton’s financial planning strategies are conceived of, created and triple-checked by us based on our decades of tested, hard-won experience. We gladly use cutting-edge technology, including AI, to collate and analyse data, but we are the ones who discern insights and formulate your personalised plan.
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