Financial advisors on the Gold Coast

Get the financial advice that helps you thrive – now and in the future

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

Streamline your finances and grow your wealth with the right financial advice

When it comes to personal wealth, getting the right advice is crucial. At Liston Newton Advisory, we’re here to help you work towards a successful future. Our financial advisors on the Gold Coast help you understand your current financial situation and provide you with strategies to grow your wealth.

  • 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.

About our financial advisory team

When it comes to your finances, you need personalised advice. So you need to work with a team that understands you.

Liston Newton’s financial planners on the Gold Coast help you get a handle on your numbers with expert advice and support. We work with you to develop financial strategies that meet your needs now and in the future.

With the proper support, you can make your finances achieve anything – and we’ll help you get there.

Sam Woodhouse

Our Gold Coast financial advisors are at your service

All of our Gold Coast financial advisors have real and successful experience in providing comprehensive financial advice. You’ll know you’re in safe hands from the moment you sit down with our team. Book a consultation at our Gold Coast office, or let us know if a virtual meeting would suit you better.

Address
Level 2, 194 Varsity Parade, Varsity Lakes, QLD, 4227
Business hours
Monday to Friday 8am to 5pm

Meet our financial advisors on the Gold Coast

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 methodology for your financial freedom

Financial freedom starts with the right advice. At Liston Newton Advisory, we help you put a range of strategies in place that give you the best chance of achieving your future wealth goals. It’s all about helping you be prepared, no matter what the future throws at you.

We call this methodology Get Set, Get Moving, Get Free. And we know that it works because we use it ourselves.


Learn more about our methodology.

Learn more about our methodology
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Experience you can rely on

Get guidance and support to manage your finances confidently.

Our case studies

We’ll help you plan for the future

It all starts with the right advice. Speak with our financial planners on the Gold Coast today.

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Frequently asked questions

Why do I need a financial adviser?

A financial adviser is an investment in your future. It sounds trite, but it’s true. They provide expert advice and guidance on the best path to take with your money. They guide you towards achieving your short- and long-term goals.

And they help you gain all-important peace of mind that you’re making the right decisions.

Our financial planners on the Gold Coast understand this better than most, so contact us today to start the discussion.

How do I pick a good financial adviser?

Picking the right financial adviser can set you up for a successful future. So make sure you find one that you feel has your best interests in mind. Find out their qualifications, look at their experience, and see if they have a track record of helping individuals like you. It’s essential that they share a similar investment philosophy.

Importantly, make sure they offer all the services you need.

So for the best financial advisers on the Gold Coast, get in touch with Liston Newton Advisory today.

How much does a financial planner on the Gold Coast cost?

Unlike a yearly tax return, your financial adviser likely isn’t one set fee. How much your financial adviser costs depends on your needs. It depends on what you want to achieve with your relationship. It also depends on the services you require, the complexity surrounding your finances, and what you’re looking to accomplish in the long term.

The right financial adviser is going to make you money. So instead of looking at cost, look at what they can help you achieve.

What happens when I work with a financial adviser?

Every financial adviser has a different way of operating. However, there are five broad stages you’ll go through.

  1. You meet for the first time to discuss your needs, talk through your current financial situation, and see if you’re going to be a good fit for each other.
  2. Your financial adviser then prepares a proposal with a high-level overview of the strategies that will make up your plan. This includes a timeframe in which to achieve it.
  3. Once you approve this, they then get to work turning it into a comprehensive action plan.
  4. When this is finalised, it’s time to get moving. They put your strategies into action.
  5. As time goes on, they meet with you to discuss your plan. Is it meeting your needs? Has your situation changed? Regular reviews ensure your plan does what it set out to do.

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