Financial advisors in Donald

Keep your finances on track with the right advice

Liston Newton Advisory
Liston Newton Advisory is rated 4.8 from 32 reviews

Peace of mind and financial advice that’s right for you

Optimising your finances starts with getting the right advice. At Liston Newton Advisory, our experienced financial advisors in Donald are here to help you stay on track.

With a range of comprehensive services and support based on 40 years of experience, this is financial advice that you can take to the bank.

  • Wealth creation
  • Investment strategies
  • Retirement planning
  • Estate planning
  • Personal insurance
  • Cryptocurrency financial advice

Free financial strategy session*

Get a free 90-minute video consultation. See how it works.

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*Offer subject to terms and conditions

Award winning accountants

SMSF multi service firm of the year awardSMSF customer service firm of the year awardIfa innovator of the year awardIfa holistic adviser of the year award
Build long term strategies for a secure future and make your money work smarter with the right financial advice.
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Financial advisory services

How you can take advantage of our financial advisory

A wealth of experience

A wealth of experience

We’ve got over 40 years of experience helping our clients create wealth for themselves, their families, and for generations to come.

A collaborative approach

A collaborative approach

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 decisions.

Minimise your fees

Minimise your fees

We believe in minimising fees on your investments wherever possible – without compromising on quality. Saving you 1% on fees may sound small, but it means 1% more you get to keep in your account.

Keep it simple

Keep it simple

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.

Work with us with confidence and support. We're a Xero Platinum partner.

Access the right advice to achieve your financial goals

Setting your finances on the path to success starts with getting the right financial advice. At Liston Newton Advisory, we provide robust and reliable financial advice to individuals at every life stage. From understanding a better way to manage your investments to helping you plan for retirement, we’ve got you covered. Get in touch with our financial advisors in Donald to discuss a tailored solution for your long-term success.

Sam Woodhouse

Our Donald financial advisors are at your service

Our financial advisors in Donald have extensive real-world experience and deliver practical financial advice for small businesses in any situation. Step into our office, and let’s discuss the road ahead. We’re happy to accommodate virtual meetings for your safety and convenience.

36 Woods Street, Donald VIC 3480
Business hours
Monday to Friday 8am to 5pm

Meet our financial advisors in Donald

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.
Karsten Horne
CEO, Reho Travel
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.
Lisa Clarke
SL Constructions
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.
Peter Luskan

Here’s how we help you achieve your financial goals

With the right plans in place, you can face anything the future holds. That’s what our Get Set, Get Moving, Get Free methodology helps you achieve. A holistic system it’s all about helping align every element of your financial strategy to ensure everything you do works towards these goals.

So instead of waiting to see where your future takes you, we help you take an active part in managing your finances with confidence.

Learn how we do things.

Learn more about our methodology
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Entrust your finances to experts

We’ll help you work towards a successful future.

Our case studies

We’ll help you take control of your finances

Get peace of mind that your finances are in safe hands with Liston Newton Advisory.

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Frequently asked questions

Why do I need a financial adviser?

Think of a financial adviser as your financial partner. They work side by side with you to manage your finances in a smarter way, providing advice, guidance, and expertise that you may not have.

They’ll help you stay on track while working towards financial goals. They’ll provide strategies to build wealth, manage your investments better, and choose the right insurance. They’ll even help you understand how to manage your estate when the time comes.

It’s all about giving you peace of mind.

So whether you’re looking for a financial adviser in Donald, get in touch with us today.

How do I pick a good financial adviser?

Picking the right financial adviser in Donald is a long-term game. You need to partner with an expert who provides the services you need and shares similar philosophies to investing.

First, find out their qualifications and experience and check their track record. If they’ve got deep experience working in similar industries and with similar individuals to yourself, you’re on the right track.

The next most significant step is to see if you click. Meet with your chosen advisor, talk through your goals and see how you align. You need to feel comfortable that they’ve got your best interests in mind.

How much does a financial adviser cost?

Unlike a yearly tax return, your financial adviser likely isn’t one set cost. Instead, the price you pay depends on several factors. Financial advisory fees vary based on skill level, breadth and quality of services provided as well as the complexity of your finances. So instead of thinking of how much it costs, think of what they can help you achieve. Over time, the right financial adviser in Donald pays for itself—many times over.

What happens when I work with a financial adviser?

There are 5 main steps to take when you start work with a financial adviser in Donald.

  • Step 1: Discovery meeting. You meet them to discuss your current financial situation, identify your needs, and see if you’re the right fit.
  • Step 2: Proposal. They prepare a proposal with a high-level overview of what they will deploy as part of your financial plan, plus a timeframe to achieve it.
  • Step 3: Plan. If this sounds good to you, they get to work creating your comprehensive financial strategy.
  • Step 4: Implement. They take your financial strategy and implement the steps to help you start working towards your goals.
  • Step 5: Review. You meet at agreed intervals to review your plan and ensure it’s delivering on its promises. If not, they update it to suit and reflect any new life changes.

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