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."

"I think that was part of one of the issues is that we weren't aligned on how our finances should be taken care of. To go through this process together with James, he's brought us both on this journey and we're now at the same place."

Story after story.

Learn what our people say about Northeast Wealth.

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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Cameron

"If someone was looking at financial advisory services, I would definitely recommend Northeast because of that personal branding, that part of the building the relationship."

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June 24, 2021

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."

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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."

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Asset Structuring

Employer Share Schemes

Financial Project Management

Debt Reduction

Tax Minimisation

Retirement Planning

Personal & Business Insurance

Superannuation & SMSF

Investment Management

Behavioural Coaching

Cash Flow Management

Strategic Financial Advice

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."