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

Award-winning financial advisory and retirement planning

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

Informative,
professional and knowledgeable.

We asked our clients to choose any
three words to describe our advice.

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Enjoy retirement on your terms

Planning your retirement should come with a smile, not a headache. We've supported hundreds of retirees by removing all the noise and getting clear on the things that you need to get the most from your transition.

We know the path

We're experts in determining the income and asset balance that you're going to need, and the optimal composition of your assets to fund your lifestyle into the future. Our team can manage the planning for you and get you on the right path, so that you can approach retirement with confidence.

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Optimise your super

Understanding how to structure your super in the lead up to retirement will help you to save tax, maintain regular income, and worry less.

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Make intelligent investment choices

Just because you've stopped working, doesn't mean your money should. Most retirees see their investment strategy change as they approach and then commence retirement. We'll help you to understand your options and design an approach that best suits your needs and comfort levels.

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Start your journey with us today.

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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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What our
clients say

We exist to see lives transformed, and we've seen a lot. See how we have changed the stories of real people across Melbourne & Australia.

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Story after story.

Learn what our people say about Northeast Wealth.

Rhonda

"The amount of money I'll have come retirement time and how that will serve me. Knowing that as I get older, I will be okay. When I lose that ability to work that I have that financial security. Discussing that now brings me peace of mind."

https://www.youtube.com/embed/V9e7kO-yv_8

Brian & Tina

"I wanted somebody that was not new in the market, but had very good experience but also wasn't bound to old ideals or old-fashioned ways. I wanted somebody that was current and relevant."

https://www.youtube.com/embed/M_1yoCkxe8A

Surge & Kavita

"The service that we were expecting is amazing, probably above and beyond. The constant check-ins were really good, because you always have Northeast at the back your mind, or at the forefront of your mind- really in everything that we were doing."

https://www.youtube.com/embed/ezdWGkGldL4

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

Start your journey with us today.

Get in touch via the form below, or book in a time to call. We look forward to hearing from you.

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