Rhonda

I have financial security

"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."

"I love that James does the wraps of the- like the recent one on the federal budget. Last year, it was around COVID and the share markets and that type of thing, because he summarizes it in a brief package, 10, 15 minutes that I can sit here and listen to that. Whereas, if you listen to the news it's a bit here and a bit there, and you're kind of, "What's the right--? Are you getting all the bits to make your decision or be informed?” I love that James does that and does it so quickly after the event as well so that you're in the know."

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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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."

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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

Employee 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

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."