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
Imagine the possibilities when you double your financial progress. Our members report a remarkable 2.1x increase in the progress they make with their money after just twelve months of working with us. It's not just about the numbers; it's about gaining clarity around your finances.
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Get clear around your money
In addition to making better financial progress each year, our members experience a significant 2.5x increase in clarity regarding their finances after twelve months of working together.
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.
Look no further than Northeast Wealth, the leading financial planner in Melbourne. Our commitment to your financial wellbeing begins with listening carefully to understand your unique goals and ambitions.We understand that your financial journey is like no other, and we are here to ensure you stay on the right path, holding you accountable when necessary.
Get StartedWhile most financial advisors will offer their clients ethical or ESG investment solutions, we take it further. Our goal is to help you build your wealth and make the world a better place.
Building wealth to experience financial wellness while also taking care of the planet is possible. So why choose any other route?
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This was our first time seeking financial advice, and we feel incredibly fortunate to have had such a professional and competent team guiding us through this new experience.
While I'm just at the beginning of my journey with them, I can already see the impact. Thank you to Siobhan and team at Northeast, I'm very happy I've found you!
The Northeast team put us at ease as they explained every step of our financial journey. They provided an exceptional service with great strategies and allowed us to have peace of mind.
Siobhan and the team have been amazing, easy to talk to and really listen. Their advice has given me peace of mind.
We have found the entire team polite, professional, knowledgeable, and always ready to answer our questions as well as being genuinely interested in building a strong relationship.
Siobhan and the team were awesome in organising my finances. If you want some good honest financial advice and guidance, these guys are the real deal.
Northeast are those rare breed of advisors who genuinely help people with the most challenging aspect of life - Money Management!
Northeast Wealth are innovative financial advisors that take a proactive and research based approach to help you achieve your financial goals.
We finally feel like we’ve got the right team around us.
James is a wealth of information and I have great confidence in the ability of Northeast to continue to manage and grow my portfolio moving forward.
It's been great to see a dynamic shift in they way we view our money and how we can still maintain a certain lifestyle but with a more structured approach.
I love that you guys go so far beyond the call of duty.
I would highly recommend Northeast to anyone wanting superior service, a genuine relationship with their advisor and tangible results.
James pays attention to the small details, considers all parties/stake holders and how each potential strategy could effect everyone and then executes the strategy with seamless precision.
A financial advisor plays an indispensable role in managing your finances and turning your long-term financial dreams into reality.
Whether you're considering property investment, share trading, or estate planning, the guidance of experts and a comprehensive financial plan are essential to navigate the complex financial landscape.
How to prepare if you’re looking to meet with a financial planner
Northeast Wealth is not just any financial planning firm; we are highly qualified professionals based in Melbourne, specialising in empowering you to take control of your financial future. Our approach is centered on keeping you in the driver's seat while providing the guidance and expertise you need to make well-informed financial decisions.
Our reputation as a leading independent financial advisor firm in Melbourne is built on our unwavering commitment to offering a wide range of financial services, all tailored to your unique circumstances. Your financial success is our utmost priority, and our personalised advice is meticulously designed to align seamlessly with your financial objectives.
Learn about our approach to financial advice
with our Director, James O'Reilly.
Before we delve deeper into our comprehensive financial services, let's explore how you can get started with us. Learning about our approach to financial advice with our Director, James O'Reilly, is a great way to begin your journey. Our members are Australians that are driven to progress more, achieve more, and live more.
How to prepare if you’re looking to meet with a financial planner
Behind every successful financial planning firm, there's a dedicated team of experts. At Northeast Wealth, our team is committed to guiding you through challenges and help you to seize the big opportunities that are going to have the biggest impact on your finances.
We optimise your financial situation to help you reach your goals faster and enjoy financial life on your terms.
Money plays a crucial role in our lives, often underestimated. The good news is that it's never too late to gain control of your finances and seek the guidance of a financial planner. Curious about how a financial planner can assist you? Explore the five major benefits.
If you're uncertain financial objectives or need assistance starting, our Melbourne-based financial planning solutions help you build long-term wealth. We provide the right resources and strategies to ensure your financial goals are met within your preferred timeframe.
Don't let lingering debt hinder your financial plans. Our professional financial planners will help you establish a debt repayment plan, freeing you from debt for good. We monitor your progress and provide support until you cross the finish line.
While working toward your financial goals, it's crucial to have a plan for unforeseen circumstances. A financial planner can safeguard your wealth and ensure your family's safety and security during life's challenges.
Preparing to start a family or thinking about retirement? A financial planner can help you navigate major life changes through effective financial management. We also assist in adapting to unexpected changes, such as inheritances or other assets.
Whether you're working with boutique financial planning businesses or large practices, you want to ensure that your planner has your success in mind. Our wealth partners continue to work with you to ensure you stay on track. As you implement your plan, we identify potential challenges or concerns that could impact your progress and make necessary adjustments.
Get Tailored and Personalised Financial Advice
Our advice process is designed to ensure we gather all necessary information while keeping you firmly in control. We understand that your financial journey is unique, and our approach reflects this.
Different from the Rest
In an industry often preoccupied with sales, Northeast Wealth stands apart. Our unwavering focus is on delivering personalised advice, tailored strategies, and coaching that caters to your needs and goals, ensuring your financial success.
Our AdviceYou Always Come First
Our advice is centered around empowering you to navigate financial challenges and seize opportunities. By optimising your financial situation, we enable you to do more of what you love, sooner.
Our approachOptimise and Maximise
Often, it's the small changes that yield the most significant results. Northeast Wealth excels at identifying changes that have a profound impact on your financial life. We work with you to smooth out any challenges and optimise your financial journey.
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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.
Northeast Wealth takes a personal approach to our financial planning solutions in Melbourne and has a simple step-by-step process. We’ll first sit down with you to ensure your goals align with our methods. We then get to know you, where you’re currently at financially and where you’d like to go. From there, we’ll create a plan to get you on the road to success!
We keep our advice simple and clear, ensuring you understand every step, strategy or recommendation we make. Northeast Wealth caters to a range of clients and has extensive experience in the financial services industry. We work with everyday individuals, couples, business owners and more. Northeast Wealth is dedicated to helping you take life-changing steps toward financial freedom regardless of your goals, ambitions or needs.
At Northeast Wealth, we offer a wide range of comprehensive financial services designed to meet the unique needs of individuals, couples, business owners, and more. Our services are aimed at empowering you to achieve your financial goals and secure a prosperous future.
Our team of experienced financial planners will work closely with you to fix financial planning issues and create a customised financial plan that aligns with your goals. We'll help you navigate complex financial decisions and provide expert guidance.
Whether you're interested in property investment, share trading, or other investment opportunities, we'll develop strategies tailored to your risk tolerance and objectives. Our goal is to maximise your returns while minimising risks.
Planning for retirement is crucial, and we're here to assist you at every step. We'll help you create a retirement plan that ensures financial security and a comfortable retirement lifestyle.
Our professional financial planners will assist you in developing a debt repayment plan to eliminate debt and achieve financial freedom.
Life is unpredictable, but with our risk management strategies, you can protect your wealth and secure your family's future even in the face of unforeseen circumstances.
Ensure that your assets are distributed according to your wishes with our estate planning services. We'll help you create a comprehensive estate plan that minimises taxes and simplifies the inheritance process.
Our experts will work to minimise your tax liability and optimise your financial situation, helping you keep more of your hard-earned money.
Northeast Wealth's commitment to excellence and innovation has garnered us numerous awards and accolades in the financial services industry. We take immense pride in our role as your trusted partner on your journey to financial success.
At Northeast Wealth, we believe in simplifying the complexities of finance to empower you to make informed decisions. Our team is dedicated to helping you achieve your financial goals, regardless of your ambitions or needs.
We keep our advice simple and clear, ensuring you understand every step, strategy, or recommendation we make. Northeast Wealth caters to a diverse range of members, from everyday individuals to couples, business owners, and more. We have extensive experience in the financial services industry, and our mission is to help you take life-changing steps toward financial freedom, no matter your goals, ambitions, or needs.
As a highly qualified financial planning firm in Melbourne, our goal is to keep you in the driver's seat of your financial journey while providing the guidance and expertise you need to make well-informed decisions. Your financial success is our top priority, and our bespoke advice is meticulously designed to work for you. Let's embark on this journey together towards a brighter financial future.
Start your journey with us today.
Get your finances back on track, get to where you want to be and make the most of the journey along the way. Book a chat with Northeast Wealth today and discover how rewarding financial planning can be with the right help.
In most cases there are differences between these two terms. In financial advice-speak, the tern 'independent' is regulated by Section 923 of the Corporations Act, and governed by the Australian Securities and Investments Commission (ASIC). This term can therefore only be used by a business which meets a number of conditions including:
A certified financial planner (CFP) is a financial planner who has achieved a specific level of competency, ethics, and professionalism. In Australia, the CFP designation is granted by the Financial Planning Association (FPA).
To earn this title, the planner must meet rigorous education, examination, experience, and ethics requirements. When you work with a CFP, you're working with someone who has committed to a high standard of financial planning practice, putting you and your financial well-being at the forefront.
How to make decisions when you're stuck.
Do you ever find yourself holding off on making important decisions?
How to jetpack your financial progress.
We absolutely love helping people in this situation, the possibilities are incredible.
