We advise ambitious professionals, business owners & pre-retirees

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Change

Most people that contact us are seeking change. Our best-in-class approach helps clients to get clear on their direction, cut out all the noise, and start making genuine progress. 

Break Through

Whether you’re lacking the plan to take your money to the next level, or wanting a better balance in life without the financial concerns, we’re committed to helping you break through and move on to bigger things.

Journey after journey, lives changed.

We care deeply about your financial progress and know that we have a big role to play here. We’re ‘all in’ to make sure that you achieve the outcomes you’re seeking.

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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.

Our advice

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

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

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

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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https://www.youtube.com/embed/TDah1fNov5o

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.”

Read
Watch
https://www.youtube.com/embed/sFXkLRFkM5A
Close

Story after story.

Learn what our people say about Northeast Wealth.

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

I have financial security

Rhonda

I’m already seeing a big difference

Jana

So much of the financial worry doesn’t exist anymore

Surge & Kavita

The experience has been so positive and beneficial

Kylie

It's been great to see a dynamic shift

Luke

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

Jack

Real
success

Your outcomes are our outcomes. We’re ‘all in’ to make sure that you achieve the big goals you’ve set for yourself.

Get more
from money

We are experienced at studying your financial life and making sure all your hard-earned dollars go to work for you.

Stay in
control

It’s your journey. We won’t bark orders – we listen to what you’re looking to achieve and then make intelligent recommendations to help you get there.