Financial advisors in Geelong

Comprehensive financial advice that helps you achieve your financial goals

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

Entrust your finances to the experts

We help you keep your finances on track, and your cash flow fluid, with expert financial advice and support. Our experienced financial advisors in Geelong help you better understand your numbers to make more informed decisions for your future.

  • 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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Award winning accountants

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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.

This is reliable financial advice that’s tailored to your needs

We know that every individual has unique financial goals. So we make sure to deliver financial advice and support tailored to your specific needs.

Our experienced and reliable financial advisory planners in Geelong make it easy. From managing your tax to different investment strategies and even cryptocurrency advice, our services will help you achieve success – whatever that looks like for you.

Sam Woodhouse

Our Geelong financial advisors are at your service

At Liston Newton Advisory, we pride ourselves on our real-world business experience. Our Geelong financial advisors are a part of the community, so we can organise a convenient time for you to step in for a face-to-face meeting, or log into a virtual one.

6A East, 3-35 Mackey Street, North Geelong VIC 3215
Business hours
Monday to Friday 8am to 5pm

Meet our financial advisors in Geelong

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

Our method for your financial success

Financial success means something different to everyone. But the one thing that remains the same is your peace of mind. You want comfort that you’re on track to achieve your financial goals.

That’s what we’re all about. We use a unique methodology, crafted over our 40 years as a business, to help you reach your goals.

It’s called Get Set, Get Moving, Get Free.

Learn more about our methodology.

Learn more about our methodology
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Financial advice you can rely on

Our financial advice team in Geelong have the track record to prove it.

Our case studies

Unlock your freedom with robust and reliable financial advice

Contact our financial advisers in Geelong to see how we can help you grow your wealth.

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Frequently asked questions

Why do I need a financial adviser?

The right financial adviser in Geelong is an investment in your future. They partner with you to not just manage your finances but help you understand how to structure them better to reach your future goals.

They can work with you to develop wealth creation strategies, advise on the best investments for your situation, and help you manage your insurance. They’ll even help with estate planning later down the track.

Great financial advice gives you peace of mind that you’re making better decisions with your money.

So if you’re looking for the best financial adviser in Geelong, you’ve come to the right place. Contact Liston Newton Advisory today to discuss a personalised financial advice strategy.

How do I pick a good financial adviser?

Picking an excellent financial adviser starts by meeting with them to discuss their skills and experience. Then, ask if they work with individuals like yourself or people in the same life stage as you. If so, then you’re off to a good start.

Next, ensure that they offer the services you need and, importantly, if you click with them.

If you feel comfortable discussing your finances in-depth and having robust discussions about what you’re looking to achieve, you’ve found the right one.

How much does a financial planner in Geelong cost?

Financial planning services differ from provider to provider and person to person. It also depends on the services you require, the complexity surrounding your finances, and what you’re looking to achieve. So naturally, you can expect to pay more for more complex advice.

But a good financial planner in Geelong is worth their weight in gold.

What happens when I work with a financial adviser?

How your financial adviser works with you depends on your needs and what they’re helping you achieve. There are five broad stages of how they’ll work with you.

  • Stage 1. You meet with them for a discovery session. They’ll discuss your financial goals and the services you require and ensure they can deliver on those needs.
  • Stage 2. They create a high-level proposal to demonstrate how they will help you achieve your goals.
  • Stage 3. You approve their high-level proposal, and they get to work creating a thorough financial plan.
  • Stage 4. You review the plan, approve it, and it’s time to implement it. Your financial plan is now put into action.
  • Stage 5. Your financial adviser organises regular review meetings with you to ensure your plan meets your needs, particularly when your personal or financial situation changes.

Ready to get started? Get in touch with our financial planners in Geelong to organise a discovery session with us.

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