Move in the right direction

Learn how

Melbourne based financial planners.

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.

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Learn about our approach to financial advice
with our Director, James O'Reilly.

How to prepare if you’re looking to meet with a financial planner

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Make real progress

Our clients are committed to growth. Every person we work with is driven to progress more, achieve more, and live more.

Imagine doubling your financial progress 

Our clients report a 2.1x increase in the progress that they are making with their money after twelve months of working with us.

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Get clear around your money

As well as making better progress every year, our clients also report a 2.5x increase on the clarity that they have around their finances after twelve months working together.

meet our team

Do more of what you love, sooner

We navigate you through the tough challenges and make the most of the big opportunities. By optimising your financial situation, you’ll hit those important goals faster and enjoy life on your own terms.

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Get unique and personalised financial advice.

We ensure that our advice process allows us to gather all
the important information we need while keeping you in
the driver’s seat.

Advice unlike the rest.

Much of our industry remains focused on sales. We’re focused on delivering advice, strategies and coaching that are designed to meet your own needs.

Our Advice

You always come first.

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.

Our approach

Optimise & maximise.

Often it’s the small things that create the biggest results. We’re experts at identifying the changes that will deliver the biggest impact in your financial life, and work with you to iron out all the kinks.

Our Services

Joins hundreds of others moving in the right direction.

I love that you guys go so far beyond the call of duty

Jeremy

I finally feel like we’ve got the right team around us.

Troy & Karissa

The biggest thing I find refreshing about this team is they are customer focused

Ibrahim

I have financial security

Rhonda

I’m already seeing a big difference

Jana

So much of the financial worry doesn’t exist anymore

Surge & Kavita

The experience has been so positive and beneficial

Kylie

It's been great to see a dynamic shift

Luke

My experiences with James and the team at Northeast Wealth have been incredible.

Jack

Providing financial advice with trust and care.

Our business operates on a fee-for-service basis, giving you confidence in your future financial situation. All our advice is designed to meet your needs.

How to make decisions when you're stuck.

Do you ever find yourself holding off on making important decisions?

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How to jetpack your financial progress.

We absolutely love helping people in this situation, the possibilities are incredible.

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Advice

Thank You Mr Hockey

Getting a good job that pays good money.

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Latest thoughts & resources.

We pride ourselves on our relational and educational approach to our work. Find updates and thoughts from the Northeast Wealth team.

Advice

Thank You Mr Hockey

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Advice

July 1, 2020

Financial Planning at Machu Picchu

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Advice

September 1, 2020

What Record Low Interest Rates Mean For You?

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Get financial clarity & get growing.

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.

Get Started

Get financial clarity & get growing.

Get Started

Financial Planner & Advisors in Melbourne

Get clarity,
get growing.

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.

29 Google Reviews / 5.0 Rating

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Jack

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Ibrahim

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Troy & Karissa

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Jeremy

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Rhonda

Ralph & Ruth

“They’re straight to the point, they’re not going to dilly dally around and tell us things that we want to hear, rather than what we need to hear.”

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