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.

Get Started


Most of us just do not have the time to dive deep into fully understanding everything impacting our financial future. Because this process can be extremely time-consuming and difficult to wrap our heads around, we often find ourselves not knowing what you should do to ensure a better financial situation. This is where Northeast Wealth comes in. It is a common misconception that financial planning is only beneficial to those nearing retirement, those who have come into a large some of money or available only to the wealthy, however, it is highly recommended that everyone, regardless of your financial standings and goals, engage the assistance of a professional financial planner to ensure your short and long term goals are met and the lifestyle you desire is achieved. Your health of your finances is extremely important and has a huge impact on many aspects of our lives, this is why we work closely with our clients and are in their corner to help them navigate complicated financial decisions and develop specific plans to help them achieve their ultimate goals. One of the best feelings is one of financial security, stability and freedom and through Northeast Wealths genuine care and passion, our team is dedicated to helping you obtain just that. Through our support and care from our committed Northeast Wealth team you will have the confidence that you are always in capable hands while you receive the best possible advice and strategies to suit all of your financial planning needs. We have been conveniently located in Brighton, Victoria, for many years and at Northeast Wealth our highly qualified team provide a second to none service in all facets of financial planning. We strategically analyse your financial position and your goals and generate specific strategies to meet your needs so you can live the life you want and create a strong financial plan set to ensure a secure future. There are numerous benefits when you seek the assistance of an expert Financial Planner Brighton, including:

  • Identifying short and long term financial and lifestyle goals and helping you achieve them
  • Advice on making the most of your superannuation
  • Secure planning for retirement
  • Assistance in the better management of budgets, savings and debt
  • Be prepared for life’s unforeseen or unexpected events
  • Providing expert advice growing your investments; as well as advice on how to appropriately invest your super and tax refunds
  • Crucial and at times life-changing assistance in clearing and managing debt along with dealing with financial hardship and tough financial situations

A professional and experienced financial planner gives you the benefit of a valuable partnership. Utilising their knowledge, experience, insights and practical ideas, you will feel confident in the financial advice provided whilst remaining in complete control of what happens with your money. Due to how much your decisions and the actions that follows impacts your life, it is crucial that you are making these decisions being as informed as possible, which is why we truly believe in the importance of investing in a trusted financial planner. Northeast Wealth works with you to provide a comprehensive understanding of just how the use of our personalised strategies will help you work towards living the life you want and achieve your goals. Through our professional advice you will have the advantage and ability to take control of your finances. At Northeast Wealth and we are have built a 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 Brighton locals love and trust, choose Northeast Wealth. Get the most out of your hard-earned income, be prepared for whatever unexpected events and achieve your financial goals while obtaining financial freedom and securing your financial future through 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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