Financial advisors in Malvern

Your financial freedom starts with the right financial advice

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

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

Liston Newton Advisory are here to help you optimise your finances and stay on track for the long term. We deliver expert advice, guidance, and support to help you with everything from managing your wealth creation to estate planning and everything in between.

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

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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
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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.

The right financial advice is worth its weight in gold

Your financial strategy isn’t just one thing, and your future isn’t set in stone. That’s why a long-term financial strategy is so important.

At Liston Newton Advisory, we provide comprehensive financial advice to ensure every element of your financial plan remains on track. From tax minimisation to wealth creation, investment strategies to cryptocurrency advice, our experienced and reliable financial advisors in Malvern are here to support you.

Sam Woodhouse

Our Malvern financial advisors are at your service

From the moment you sit down with our Malvern financial planners, their experience will be readily apparent. At Liston Newton Advisory, we pride ourselves on providing bespoke financial planning services for each business. Step into our Malvern office or arrange a virtual meeting at your convenience.

Address
246 Glenferrie Rd, Malvern VIC 3144
Business hours
Monday to Friday 8am to 5pm

Meet our financial advisors in Malvern

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
Pandora

Our recipe for your financial success

We know we can’t predict the future, but you can be prepared for whatever comes your way with the right plan in place. So at Liston Newton Advisory, we’ve developed a unique methodology that helps you achieve your financial goals. It’s called Get Set, Get Moving, Get Free.

It’s a holistic system that considers your short- and long-term goals and ensures your financial plan aligns with them. Then, we support you on the path to achieving them.


Learn how we do it.

Learn more about our methodology
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Reliable and experienced financial advisers

When it comes to financial advice, it pays to work with the experts.

Our case studies

Get sound financial advice for an exciting future.

Our track record of supporting individuals speaks for itself. Contact us today.

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Frequently asked questions

Why do I need a financial adviser?

The right financial adviser is invaluable. Your financial adviser will work with you to help you create a structure to reach your financial goals. They’ll help you create a wealth creation strategy that combines investment management, insurance, estate planning, and – if they’re really good, cryptocurrency.

They ensure you get tailored financial advice that guides you towards a successful future. Contact our financial planners in Malvern to learn more about how we can help you.

How do I pick a good financial adviser?

Picking a good financial planner in Malvern takes time. You need to make sure that they’re right for your situation now and in the future.

So meet with your financial adviser first. Speak with them about their experience and qualifications. See if they have a track record of working with individuals like yourself. Talk through their investment philosophy – and see if they invest their own money.

Importantly, you need to feel comfortable with them. If all these align, then you’ve found the right one.

How much does a financial adviser in Malvern cost?

Unlike other financial services, financial advice isn’t typically a once-off fee. Instead, think of it as a long-term investment: you’re paying for a regular service that ultimately helps you generate more wealth.

Your cost for a financial planner in Malvern depends on many things. You need to factor in the complexity of your finances, the level of service you’re looking for, and how you prefer to interact with your adviser.

But, with the right financial adviser, you can take comfort that you’re investing in a profitable future.

What happens when I work with a financial adviser?

When you work with a financial adviser, they’ll help you create and implement a comprehensive financial plan. This typically happens in five broad stages:

  • Stage 1. You have a discovery meeting with your financial planner in Malvern to discuss your financial situation and requirements and see if you’re the right fit.
  • Stage 2. They create a high-level proposal that outlines your areas of advice, proposed strategies, and timeframe for implementation.
  • Stage 3. Your financial adviser will create a comprehensive plan that considers all your specific needs.
  • Stage 4. Once you approve the plan, they put it into action.
  • Stage 5. To ensure your financial plan remains on track, you have regular meetings to ensure you’re comfortable with their advice and to discuss any changes in your situation to keep it on track.

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