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Google Rating
5.0 
5.0
Andrew Sinclair
13:33 15 May 19
James at Northeast Wealth is a breath of fresh air in the financial planning industry, particularly in terms of his transparency and integrity. The way he delivers Northeast's services is innovative, educational and a very positive experience. There are few people I've met that are as genuine and passionate about each and every one of their clients succeeding as James. It is very motivating. Highly recommend.
Oguzhan Doren
12:31 24 May 19
I was very fortunate to meet James couple of years ago. I am very picky on who I would like to listen to for advice since there is a lot of noise out there. I have had the pleasure of spending time with James and listening to his passion about financial advice. I truly feel he is extremely genuine and is someone I recommend in a heart beat.
Doug Hocken
06:01 15 May 19
I have had the pleasure of dealing with James over a number of years now and was very happy when he set up his own business. I have worked in the financial and superannuation industries for many yearsI note he has employed some excellent staff to assist him and have found them courteous and a pleasure to deal with. James has a positive and very professional attitude to his work. I have entrusted James with one of my most valuable assets and it has been great to see him grow and develop it over the years
Craig Ferdinands
10:15 20 May 19
The team at Northeast Wealth are Professional & Honest. The advise & planning we received assisted my wife and I to achieve our goal in purchasing a new house. Looking forward in setting new financial goals! We would highly recommend their services
Elise Cooke
09:16 02 Jun 19
Fantastic service, we were helped to understand what our financial goals are and we now have the confidence that we're on the right track to achieve them. James is honest and reliable and took the time to get to know us and what we want to achieve. Highly recommend!
Ibrahim Durur
23:25 23 May 19
James assisted my father with his transition from working life to retirement. James and his team were instrumental in assessing my fathers financial position, understanding his goals and objectives and preparing a suitable and appropriate financial plan for his retirement. James is an expert in his field, he pays attention to the small details, considers all parties/stake holders and how each potential strategy could effect everyone and then executes he strategy with seamless precision.
Simone Melbourne
01:52 24 Jul 19
I can't recommend James and the team highly enough. I've been working with James for about 4 or 5 years now, and I've been consistently impressed by the level of integrity he brings to everything he does. He's an extremely competent advisor, but also an incredibly nice guy to work with.
Rhonda Caddaye
00:28 25 Jul 19
I have been a client of James for nearly three years. From the very beginning James took a vested interest in my personal goals and how investing my portfolio would impact these. I have always been encouraged by James to have a say and put my opinion forward in regard to the type of investments and outcomes I would like to achieve. I have been happy with the resulted growth and progress of my portfolio during this time. James is a wealth of information and I have great confidence in the ability of James and North East to continue to manage and grow my portfolio moving forward.
Ian Tragardh
03:28 29 Jul 19
We were referred to James from Northeast Wealth by our accounting firm to assist us in getting a handle on our financial set up. Being a self-employed tradesman, and not an expert in things financial, it was very helpful to have someone like James, who is personable and easy to understand, assisting us with setting up our insurances and superannuation funds in the most effective and beneficial way. He also had a team of experts in all required fields, including legal and we were able to ensure that our wills reflect our wishes and are in line with our insurances. We are most appreciative of his work to date and will continue to consult with him over the coming years. Ian Tragardh
tim checken
03:32 12 Aug 19
I have personally been dealing with James for 4 years now and since day 1 have been equally impresses with both his financial advice as well as personal support. All advice to date has been pretty well spot on and I look forward to a long and mutually beneficial relationship. Highly recommended to those seeking advice in the same area.
Nicole Dunn
05:04 12 Aug 19
James and Northeast Wealth are innovative financial advisers that take a proactive and research based approach to help you achieve your financial goals. I have been with James for nearly 3 years and he has been amazing. Thanks so much
Nicole Dunn
05:04 12 Aug 19
James and Northeast Wealth are innovative financial advisers that take a proactive and research based approach to help you achieve your financial goals. I have been with James for nearly 3 years and he has been amazing. Thanks so much
John Stanley
05:12 28 Oct 19
While securing our financial future was the main objective in engaging James' services, it is extremely encouraging to deal with someone who is looking at the whole picture, not just the money i.e lifestyle choices, health, broader expectations heading into retirement.I have no hesitation at all recommending James and Julia to work in your best interests.
Ziyi Xie
23:02 04 Nov 19
Engaging James as our financial advisor was the best decision we made to bring clarity and structure to our financial ecosystem. We really appreciated the time that James took to know us as people, then curated a plan for financial success in a way that aligned with all our personal and joint couple goals. Always ready and patient to answer all our questions, we know that James and his team have our best interests at heart and we wholeheartedly would recommend his services.
