Financial advisors in Port Macquarie

Expert financial advice to grow your personal wealth

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

The right financial advice is worth its weight in gold

At Liston Newton Advisory, we partner with you to help you take control of your finances. We can help you achieve more from your investments, ensure your superannuation is on track, take the stress out of your retirement planning, and so much more. With our financial planners in Port Macquarie, you'll receive tailored advice, guidance, and the support you need to make the best choices for your future.

  • Wealth creation
  • Investment strategies
  • Retirement planning
  • Estate planning
  • Personal insurance
  • Cryptocurrency 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.

Our financial advisory team is here to support you

With the right financial plan in place, you'll have peace of mind that your finances are taken care of, no matter what the future holds. So at Liston Newton Advisory, we help you create a financial plan that allows you to work towards financial success, but with the flexibility built in to weather any uncertainty. We help you manage your wealth in a smarter, more agile way, from investment strategies to cryptocurrency advice.

Sam Woodhouse

Our Port Macquarie financial advisors are at your service

Providing practical financial advice requires real-world experience. Our Port Macquarie financial advisors have raised and righted businesses of all sizes. We know that success requires unique solutions in every instance. So let’s set up a meeting to discuss what we can do for you. In-person and virtual consultations are available.

Address
8/128 William St, Port Macquarie, NSW 2444
Business hours
Monday to Friday 8.30am to 5pm

Meet our financial advisors in Port Macquarie

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

Here’s how we give you peace of mind

Here’s how we give you peace of mind

No matter your financial goals, we can help you put plans in place to achieve them. We'll work with you to determine and deploy different financial strategies for your short and long-term objectives and then manage these strategies for the future.

Because your finances aren’t a once-off affair – it’s all about regular revision and adjustment to help you stay on track. Our business methodology, Get Set, Get Moving, Get Free, will help you on your way.

Find out how we do things.

Learn more about our methodology
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We’ll help you achieve your financial goals

Our track record of supporting individuals and their families to achieve financial success speaks for itself.

Our case studies

This is holistic financial support you can trust

Our expert financial advisors in Port Macquarie will help you plan for success.

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Frequently asked questions

Why do I need a financial adviser?

The right financial advice is invaluable. The right financial adviser will help you understand your finances better than you thought possible. They’ll work with you to create strategies and plans that guide you on the right path and ensure a prosperous future through a range of services. It’s not just how and where to spend your money – it’s how to build long-term wealth, manage investments, and even choose the correct insurance.

So if you’re looking for financial advice in Port Macquarie, make Liston Newton Advisory your first point of call.

How do I pick a good financial adviser?

The right financial adviser is the one that’s best suited to your needs. So make sure they can do what you want them to achieve. When picking a financial adviser, be sure to check:

  • Their experience and qualifications
  • Do they work with individuals like you?
  • What’s their investment philosophy like?
  • Do they invest their own money?

After determining that they’ve got the skills, you also need to feel comfortable with them and trust that they’ve got your best interests in mind.

How much does a financial planner in Port Macquarie cost?

The cost of financial planning depends on your needs. Their price can change depending on your level of finances, the services you require, and the complexity of your financial plan. It also can depend on how often you meet or interact.

But with the right financial adviser, these costs are an investment that sets you up for a successful future.

Contact Liston Newton Advisory today to speak with our experienced and reliable financial planners in Port Macquarie for more information.

What happens when I work with a financial adviser?

There are five main steps you’ll go through when working with a financial adviser.

  • Step 1. You have a discovery meeting to discuss your financial situation and requirements and see if you’re the right fit.
  • Step 2. They create a high-level proposal to demonstrate how they will help you achieve your goals.
  • Step 3. If you approve this proposal, they get to work creating your comprehensive financial strategy.
  • Step 4. Your financial strategy is complete—it’s time to put it into action. They get to work deploying your plans and strategies.
  • Step 5. Together, you’ll have regular meetings to review your financial advice and ensure it continues to work for you as your circumstances change.

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