Our Locations
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Our new head office is now in South Melbourne - See address
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Whether you're a successful business owner or managing a growing family portfolio, our South Melbourne team offers the personalised wealth management strategies you need to protect, grow, and future-proof your finances. We understand that serious wealth comes with complex responsibilities, and our role is to help you navigate them with clarity and confidence.
We tailor every plan to the individual. That means carefully crafted investment strategies, proactive tax planning, superannuation and SMSF support, and legacy-focused estate planning, all aligned with your personal goals and business context. It’s a holistic approach designed to ensure long-term stability, flexibility, and financial freedom.
You’ll find our team at our Palmerston Crescent office, where we welcome clients for in-depth reviews and strategic consultations. Visit us for a confidential discussion about your current financial position and the next phase of your wealth journey.
Monday to Friday
8am to 5pm
On-street parking on Palmerston Crescent
Whether you're a successful business owner or managing a growing family portfolio, our South Melbourne team offers the personalised wealth management strategies you need to protect, grow, and future-proof your finances. We understand that serious wealth comes with complex responsibilities, and our role is to help you navigate them with clarity and confidence.
We tailor every plan to the individual. That means carefully crafted investment strategies, proactive tax planning, superannuation and SMSF support, and legacy-focused estate planning, all aligned with your personal goals and business context. It’s a holistic approach designed to ensure long-term stability, flexibility, and financial freedom.
You’ll find our team at our Palmerston Crescent office, where we welcome clients for in-depth reviews and strategic consultations. Visit us for a confidential discussion about your current financial position and the next phase of your wealth journey.
Monday to Friday
8am to 5pm
On-street parking on Palmerston Crescent
We offer a complete suite of wealth management solutions for individuals and families who need more than just investment advice. Our team works closely with you to provide tailored strategies (across financial planning, SMSFs, estate planning, portfolio management and more), always aligned to your current financial circumstances and long-term ambitions.
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 believe wealth management is as much about trust as it is about strategy. That’s why we take the time to understand your individual goals and build a lasting relationship grounded in clarity, honesty and sound advice.
With deep experience in the financial services sector and a network of specialist advisors, we ensure your plan is considered, compliant and always aligned to your future.
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 licensed financial services provider with accreditations from ASIC and other regulatory bodies. We also work with leading institutions and investment platforms to deliver trusted, compliant advice.
Australia’s most experienced and professional accountants — with industry leading qualifications and accreditations to show for it. Learn more from a specialised business accountant.
With more than four decades advising high-net-worth clients, we understand how to turn complexity into clarity. Our advice is grounded in real outcomes, not just theory.
Clients stay with us because we offer more than financial intelligence: we offer commitment, clear thinking, and personal attention that stands the test of time.
We adapt our strategy as your life and goals evolve, whether you're selling a business, supporting the next generation, or adjusting your retirement plan.
From portfolio management platforms to performance dashboards, we help you make better decisions, sooner without needing to be a finance expert.
Our South Melbourne clients value the clarity, discretion, and discipline we bring to every interaction.
Every strategy is backed by deep technical expertise, rigorous compliance with Australian financial services legislation, and a constant commitment to doing what’s right — not just what’s easy. We pride ourselves on making sophisticated financial thinking feel grounded and accessible.
That commitment has earned us national recognition, long-term client partnerships, and a reputation for excellence across the industry.
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.
We’ve always believed that strong businesses come from strong communities, and that success means nothing if we’re not using it to make a difference.
From lending a hand to local small businesses to backing junior sport, our South Melbourne team is genuinely involved. Not out of obligation, but because this is home. These are our neighbours, our families, and our people.
South Melbourne’s fast-growing population of entrepreneurs, creatives, and professionals means financial goals vary widely, but a tailored approach to wealth creation can help you build the future you want. Whether you’re just starting to invest or you’re managing significant assets, having a financial strategy that aligns with your goals and current circumstances is critical.
Our wealth management experts specialise in developing personalised plans that balance short-term priorities with long-term growth. We consider your income, lifestyle, risk tolerance, and family needs to create investment portfolios that serve your goals and dreams.
Looking for broader guidance? Our South Melbourne financial advisors can help you set clear goals and identify effective wealth solutions.
With Melbourne’s property and equity markets subject to constant change, having a skilled portfolio manager is essential for maintaining confidence and direction. A portfolio manager brings expert advice, research-backed insights, and active oversight to help you achieve your financial goals.
We use asset allocation strategies tailored to your risk profile, and our investment committee continuously reviews performance to ensure your portfolio stays on track. Our regular portfolio review process gives you a detailed understanding of performance and opportunities for adjustment.
For South Melbourne families managing property, business income, or inheritance, private wealth management offers peace of mind and a structured way to build lasting financial security. Our services to help manage your wealth combine strategic planning with a deep understanding of personal wealth goals.
We help families implement tax-effective wealth creation strategies and estate plans that protect their financial wealth and support intergenerational transfer.
Need help balancing your SMSF, retirement, and estate planning needs? Our retirement planning experts in South Melbourne can integrate everything into one plan.
Self-managed superannuation funds (SMSFs) are popular in South Melbourne due to their flexibility and control. When managed properly, they can support a wide range of strategies to achieve wealth creation, including direct property investment and customised asset allocation.
Our fund specialists guide you through SMSF setup, compliance, and long-term strategy. We ensure your SMSF is aligned with your financial goals and integrates well with your broader investment services and estate planning needs.
Effective tax strategies are essential for protecting and growing your wealth. Our team works with you to identify tax-effective structures that align with your goals and minimise unnecessary burdens.
We provide expert financial advice tailored to your business and personal finances, drawing on years of experience across investment markets, business ownership, and estate planning.
A statement of advice (SOA) is a personalised document that outlines the strategies, products, and steps needed to achieve your financial goals. In South Melbourne, where life stages and career paths vary widely, an SOA provides clarity and accountability.
We use SOAs to break down complex financial knowledge into actionable steps. This enables you to feel confident about your decisions and track your progress every step of the way.
Local insight matters when you’re making big investment decisions. Our South Melbourne-based investment committee ensures your strategy is grounded in both national market research and local trends.
We take a team-based approach that combines expert advice with practical experience. Our wealth management experts meet regularly to evaluate global economic changes, review client portfolios, and adjust strategies as needed.
A comprehensive portfolio review gives you a clear picture of how your investments are performing and whether they remain aligned with your financial goals. For South Melbourne clients, we typically recommend a review every 6 to 12 months or after any major life change.
We evaluate your asset allocation, performance metrics, tax position, and upcoming financial needs. This detailed review helps us personalise your strategy and respond to evolving markets.
You’ve undoubtedly heard extraordinary stories of leaps in the development of ‘artificial intelligence’ lately. There are countless tools and apps that claim to use AI to optimise every facet of your life, personal and professional. The hype over AI is so loud and constant that businesses are happy to trust tech they don’t understand to do their jobs. But not us.
AI tools are helpful, important and exciting — but they are not intelligent. We are unconvinced that they can deliver personalised wealth management strategies at the standard we, and our clients, expect. Though we use AI and other cutting-edge technologies to optimise our workflow, the strategies we deliver will always be masterminded by an experienced human analyst.
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