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

Northeast Wealth - Your Financial Planner Burwood

If you struggle with understanding where you are at with your financial situation, engaging a local financial planner Burwood who understands you, can make a world of difference. With our Northeast Wealth team working beside you, you will have the peace of mind and confidence that you are being provided with personalised service customised to meet your individual needs. Get your finances back on track, get to where you want to be, and make the most of your journey along the way. To speak with a highly experienced financial planner Burwood, call our team today on (03)9088 8086.

Why Choose Northeast Wealth?

Our team here at Northeast Wealth all possess the same drive, they want to help you propel your financial progression. We will provide you with the exact strategies and strong financial plan to achieve the freedom you desire to live the life you want, while securing your financial future. If you are looking for a dedicated financial planner Burwood, you don’t need tolook any further. We have the knowledge and superior service that the locals love and trust, so let us take care of all your financial planning needs.

How We Can Help You

Most people tendto think that financial planning is only useful for people who are ‘well-off’.However, over the years more and more Australians have found that seeking the assistance of a highly-skilled financial planner is a valuable asset for securing a better financial future. There are plenty more advantages to speaking with a financial planner Burwood. These include:

  • Identifying short and long term financial and lifestyle goals
  • Advice on making the most of your superannuation
  • Secure planning for retirement
  • Assistance in the better management of budgets, savings, and debt
  • Helping you to become better prepared for life’sunforeseen or unexpected events
  • Creating financial goals and the required pathways that will help youachieve them
  • Providing expert advice on the investments needed to secure yourfinancial future, and how to appropriately invest your super and tax refunds
  • Crucial and at times life-changing assistance in clearing and managingdebt, along with dealing with financial hardship and when you are dealing withfinancial hardship and tough financial situations.  

Look After Your Income With A Financial Planner Burwood

You have worked hard for your money, so wouldn’t it be nice to enjoy financial freedom while being prepared for whatever may come your way?  It is not as difficult as you might think with a Northeast Wealth financial planner on your side. We understand that creating a well-structured and strong financial plan on your own, can be a complex process, however, our team can assist you with professional and proven expertadvice, that will give you the advantage and ability to take over your finances, so they don’t take over you. Call us on (03)9088 8086, and let a dedicated Northeast Wealth financial planner Burwood, help you 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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