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Financial Planners and Advisors

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Onwards and upwards

Welcome! If you’re here today there’s a good chance you’re looking to get better outcomes with your finances. If so, you’ve come to the right place.

We’re inspired to help people succeed with their money and live amazing lives. Our advice helps clients to navigate through the tough challenges and make the most of the big opportunities. By optimising your financial situation, we want you to be able to do more of what you love, sooner.

We are the financial professionals in your corner. We listen hard to understand your goals and ambitions, ensure you are heading in right direction and keep you accountable when you stray from the path.

Please take a stroll though our site to learn if we’re a fit. If so, we’d love to hear from you.

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Onwards and upwards

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Your Journey,
Your Adventure

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Word of mouth

Looking back, we’ve always had the ability to be financially comfortable. What we lacked was direction so we’ve just gone with the tide instead of being intentional with our money. It feels great having clarity on what we want our future to look like.

Craig and Lauren

”So much of the financial worry doesn’t exist anymore. It’s always been hard to identify the progress that we are making and you have cleared that up for us“

Surge

”I love that you guys go so far beyond the call of duty. We’ve definitely found someone who is on our side and I’ve never felt better about how my finances are going.“

Jeremy

”I finally feel like I’ve got the right team around us. In reality we should have done this a very long time ago“

Troy and Karissa

WE’RE READY WHEN YOU ARE.
LET’S GRAB A COFFEE OR CHAT ON THE PHONE.

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Financial Planner Melbourne

[email protected]

03) 9088 8086

Google Rating

5.0

Northeast Wealth

5.0

Andrew Sinclair

13:33 15 May 19

James at Northeast Wealth is a breath of fresh air in the financial planning industry, particularly in terms of his transparency and integrity. The way he delivers Northeast's services is innovative, educational and a very positive experience. There are few people I've met that are as genuine and passionate about each and every one of their clients succeeding as James. It is very motivating. Highly recommend.

Oguzhan Doren

12:31 24 May 19

I was very fortunate to meet James couple of years ago. I am very picky on who I would like to listen to for advice since there is a lot of noise out there. I have had the pleasure of spending time with James and listening to his passion about financial advice. I truly feel he is extremely genuine and is someone I recommend in a heart beat.

Doug Hocken

06:01 15 May 19

I have had the pleasure of dealing with James over a number of years now and was very happy when he set up his own business. I have worked in the financial and superannuation industries for many yearsI note he has employed some excellent staff to assist him and have found them courteous and a pleasure to deal with. James has a positive and very professional attitude to his work. I have entrusted James with one of my most valuable assets and it has been great to see him grow and develop it over the years

Craig Ferdinands

10:15 20 May 19

The team at Northeast Wealth are Professional & Honest. The advise & planning we received assisted my wife and I to achieve our goal in purchasing a new house. Looking forward in setting new financial goals! We would highly recommend their services

Elise Cooke

09:16 02 Jun 19

Fantastic service, we were helped to understand what our financial goals are and we now have the confidence that we're on the right track to achieve them. James is honest and reliable and took the time to get to know us and what we want to achieve. Highly recommend!

Ibrahim Durur

23:25 23 May 19

James assisted my father with his transition from working life to retirement. James and his team were instrumental in assessing my fathers financial position, understanding his goals and objectives and preparing a suitable and appropriate financial plan for his retirement. James is an expert in his field, he pays attention to the small details, considers all parties/stake holders and how each potential strategy could effect everyone and then executes he strategy with seamless precision.

Simone Melbourne

01:52 24 Jul 19

I can't recommend James and the team highly enough. I've been working with James for about 4 or 5 years now, and I've been consistently impressed by the level of integrity he brings to everything he does. He's an extremely competent advisor, but also an incredibly nice guy to work with.

Rhonda Caddaye

00:28 25 Jul 19

I have been a client of James for nearly three years. From the very beginning James took a vested interest in my personal goals and how investing my portfolio would impact these. I have always been encouraged by James to have a say and put my opinion forward in regard to the type of investments and outcomes I would like to achieve. I have been happy with the resulted growth and progress of my portfolio during this time. James is a wealth of information and I have great confidence in the ability of James and North East to continue to manage and grow my portfolio moving forward.

Ian Tragardh

03:28 29 Jul 19

We were referred to James from Northeast Wealth by our accounting firm to assist us in getting a handle on our financial set up. Being a self-employed tradesman, and not an expert in things financial, it was very helpful to have someone like James, who is personable and easy to understand, assisting us with setting up our insurances and superannuation funds in the most effective and beneficial way. He also had a team of experts in all required fields, including legal and we were able to ensure that our wills reflect our wishes and are in line with our insurances. We are most appreciative of his work to date and will continue to consult with him over the coming years. Ian Tragardh

tim checken

03:32 12 Aug 19

I have personally been dealing with James for 4 years now and since day 1 have been equally impresses with both his financial advice as well as personal support. All advice to date has been pretty well spot on and I look forward to a long and mutually beneficial relationship. Highly recommended to those seeking advice in the same area.

Nicole Dunn

05:04 12 Aug 19

James and Northeast Wealth are innovative financial advisers that take a proactive and research based approach to help you achieve your financial goals. I have been with James for nearly 3 years and he has been amazing. Thanks so much

Nicole Dunn

05:04 12 Aug 19

James and Northeast Wealth are innovative financial advisers that take a proactive and research based approach to help you achieve your financial goals. I have been with James for nearly 3 years and he has been amazing. Thanks so much

John Stanley

05:12 28 Oct 19

While securing our financial future was the main objective in engaging James' services, it is extremely encouraging to deal with someone who is looking at the whole picture, not just the money i.e lifestyle choices, health, broader expectations heading into retirement.I have no hesitation at all recommending James and Julia to work in your best interests.

Ziyi Xie

23:02 04 Nov 19

Engaging James as our financial advisor was the best decision we made to bring clarity and structure to our financial ecosystem. We really appreciated the time that James took to know us as people, then curated a plan for financial success in a way that aligned with all our personal and joint couple goals. Always ready and patient to answer all our questions, we know that James and his team have our best interests at heart and we wholeheartedly would recommend his services.

Oliver Schweitzer

21:14 19 Nov 19

James is a very knowledgeable, patient and we'll well educated advisor. From our first conversation I felt that I was in very capable hands. The advice provided, was detailed specific and well thought out. James took time to clearly outlined the advice and the risk benifits involved. I would highly recommend Northwest Wealth for your financial management help.

Paul Dennis

22:47 05 Dec 19

James was a constant support and offered real and actionable clarity directed to our goals. We achieved all we set out to with his help and we’re now in our own home with sustainable ongoing plan.

Tina Chapman

08:46 04 Mar 20

It seems a bit too good to be true to be seeing another 5 star rating for James, however we can't fault his expertise and genuine care to help us establish our financial goals. We have never had such clearly defined objectives before! James helped us look at our finances strategically and action us into the impact zone, and he did so with respect and honest conversations. Now, finance is no longer that dirty word - it's great to have someone like James in your corner.

Jack Jeffree

20:36 17 Feb 20

My experiences with James and the team at Northeast Wealth have been incredible. My fiance and I have been able to realign all of our financial goals, and achieve incredible results in a timeframe we didn't think was possible. James was able to see what we wanted to achieve, and knew how to get us there. I would highly recommend to anyone wanting superior service, a genuine relationship with their advisor and tangible results.

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[email protected]

03) 9088 8086

Financial Planners and Advisors

Onwards and upwards

Onwards and upwards

Your Journey,Your Adventure

Word of mouth

WE’RE READY WHEN YOU ARE. LET’S GRAB A COFFEE OR CHAT ON THE PHONE.

Financial Planner Melbourne

Your Journey,
Your Adventure

WE’RE READY WHEN YOU ARE.
LET’S GRAB A COFFEE OR CHAT ON THE PHONE.