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5-Star Rating Google Review Rating

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

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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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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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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

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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.

Contact Us

Start your journey with us today.

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5-Star Rating Google Rating

5-Star Review

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

Jack

12.8.2020

5-Star Review

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

Ibrahim

12.8.2020

5-Star Review

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

Troy & Karissa

12.8.2020

5-Star Review

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

Jeremy

12.8.2020

5-Star Review

I’m already seeing a big difference

Jana

12.8.2020

5-Star Review

The experience has been so positive and beneficial

Kylie

8.20.2020

5-Star Review

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

Jack

12.8.2020

5-Star Review

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

Ibrahim

12.8.2020

5-Star Review

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

Troy & Karissa

12.8.2020

5-Star Review

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

Jeremy

12.8.2020

5-Star Review

I’m already seeing a big difference

Jana

12.8.2020

5-Star Review

The experience has been so positive and beneficial

Kylie

8.20.2020

12.8.2020

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

Jack

12.8.2020

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

Ibrahim

12.8.2020

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

Troy & Karissa

12.8.2020

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

Jeremy

12.8.2020

I’m already seeing a big difference

Jana

8.20.2020

The experience has been so positive and beneficial

Kylie

8.20.2020

It's been great to see a dynamic shift

Luke

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

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.

Our advice

Surge & Kavita

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

Brian & Tina

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

Rhonda

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
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Story after story.

Learn what our people say about Northeast Wealth.

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.

Get started now.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form. Please try again.

Book in a call.