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Kaan Cengiz

Financial Advisor

Weekend gardener. Pizza maker. Casual triathlete. Magnet collector. Exploring cultures one meal at a time. Grounded by life's essentials - food, company, conversation.

Qualifications
Bachelor of Finance, Margin Lending Specialist

Kaan

is your technical expert in...

Budgeting and Cash Flow

Business Owners

Personal Insurances

Post Seperation Advice

Retirement Planning

RSUs

SMSFs

Explore What We Do

The best time to start was yesterday.

The second best time is today.

Ready to have a chat?
No cost, no commitment, no obligation - we promise.

Reviews from our Members

Ella
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I'm super impressed by the team at Northeast Wealth. They are so thorough, thoughtful, and clever. Most importantly, they get results! I really appreciate their detailed and tailored plans to meet the individual needs of their clients.

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Fiona
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Netwealth have been knowlegable and efficient to deal with at all times. I have found everyone in the organisation to be patient and prompt when answering my questions. They have helped me to gain confidence and feel supported when navigating my new financial situation and they have set me on a strong financial path. Highly recommended.

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Chris
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Northeast Wealth are terrific to deal with. Their level of care and professionalism is outstanding, and their financial advice is exceptional. The whole team are genuine experts in what they do — highly recommend.

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Tim
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I was uncertain about getting financial advice, but the team were fantastic! Very glad wer took the step of working with these guys - great advice and explained on my level. Wish we had done it sooner.

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Matthew
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This team bring a fresh set of ideas to an often stale industry. They are genuinely concerned with looking after the interests of the customer and do so in a transparent and ethical way. Highly recommend!

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Marc
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The team at Northeast Wealth were professional, met all my needs and made what I thought was going to be a complicated process simple for me to understand.

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Getting started takes
one conversation

We know you're busy. We've made every step of the financial journey as straightforward as possible, from your first call through to your ongoing financial management. Here's how it works.

Financial advisor smiling while on a Zoom video call with a client, presentation slide on sustainable investing displayed on a second monitor, laptop showing a client onboarding form.

Book a free discovery call.

A relaxed, no-obligation 45-minute virtual conversation with one of our financial planners. We'll discuss where you are today, where you'd like to be, and what matters most to you. We take the time to understand your financial situation and lifestyle goals, while determining whether we're the right fit to help. Because life is busy, we meet with you online, making it simple and convenient to get expert financial guidance from the comfort of your home or office.

We build a personalised financial plan.

If we're a good fit, your adviser will do a thorough review of your complete financial situation: your income, assets, super funds, personal insurance, tax position, and existing investment options. From that deep understanding, we build a strategy with tailored advice designed specifically around your individual circumstances.

We implement it, review it, and grow with you.

We don't simply offer one-off advice. Once your plan is in place, we stay by your side and help you implement your strategy, review your progress regularly, and adjust everything as your life evolves. You'll always feel confident and informed about where you stand and what comes next.

Financial advisor smiling while on a Zoom video call with a client, presentation slide on sustainable investing displayed on a second monitor, laptop showing a client onboarding form.