Financial Planner in


Meet Us

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 Process

Melbourne based financial planners.

We are the financial professionals in your corner. We listen hard to understand your goals and ambitions, ensure you are heading in right direction and keep you accountable when you stray from the path.

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At Northeast Wealth our number one passion is to help everyday Australians align their financial situations with their ultimate goals. We are proud to provide the best advice with direction for the most optimal success and results. If you are looking for sincere support and guidance, proven strategies and plans working alongside a dedicated and experienced financial planner look no further than Northeast Wealth. We are here to help you navigate the complex process of aligning your finances with tough decisions, big opportunities, your lifestyle and goals, however, you will always be in the driver’s seat. We are experts in generating a thorough and detailed plan, tailored to your needs and your individual goals. Having a clear and comprehensive understanding of your current financial situation as well as being armed with the pathways on how to secure your financial freedom and future is worth its weight in gold. Through the support and care from our dedicated Northeast Wealth team you will have the peace of mind and confidence that you are always in capable hands and receive the best possible advice and strategies to suit all of your financial planning needs. Proudly servicing Blackburn, Victoria, and its surrounds, Northeast Wealth are experts in all aspects of financial planning. We will deep dive into your current financial position, your lifestyle and your goals and determine strategies and specific plans that are proven to help you achieve the freedom to live the life you want and deserve, while creating a strong financial plan set to ensure a secure future. Seeking the assistance of an expert Financial Planner Blackburn is proven to provide a wide range of benefits, including:

  • Determining short and long term financial goals and developing a plan to help you achieve them
  • Advice on getting the most out of your superannuation
  • Secure planning for your retirement
  • Assistance in the better management of budgets, savings and debt
  • Preparation for life’s unforeseen or unexpected events
  • Providing expert advice to grow your wealth via profitable investments; as well as advice on how to appropriately invest your super and tax refunds
  • Assistance in relation to small or large investment opportunities
  • Crucial and at times life-changing assistance in clearing and managing debt along with dealing with financial hardship and tough financial situations

Financial planning, when done properly, can be a complex and convoluted process. This is why, it may be best to leave the nitty gritty details up to the experts if you are wanting to achieve the best possible outcome. No matter where you are at financially or how large or small your financial goals are, seeking out a professional financial plan is crucial to the growth of your financial stability and success. A highly trained and qualified financial planner cuts through the noise and confusion and provides you with a comprehensive understanding of how your personalised strategies and plans will work for you and your desired outcome. At Northeast Wealth we always with your best interests at the forefront of our minds and our professional advice will give you every advantage and ability to take control of your finances before they take control over you. We are extremely lucky to have built an incredible team who all possess the same drive - to help people in their financial progression, achieve their financial goals and secure their financial freedom. Our genuine passion has seen the high standing reputation of Northeast Wealth skyrocket, proven through the financial success of our clients. If you are looking for the best financial planner Blackburn locals love and trust, choose Northeast Wealth for all your financial planning needs. Protect your hard-earned income, be prepared for whatever event may come your way and achieve your financial goals while obtaining financial freedom and securing your financial future with the assistance of Northeast Wealth today!

Get started today.

Get in touch via the form below, or book in a time to call. We look forward to hearing from you.

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