How Much Do You Really Need to Retire?

Northeast Wealth has been knowledgeable and efficient to deal with at all times. I have found everyone in the organisation to be patient and prompt when answering my questions. They have helped me to gain confidence and feel supported when navigating my new financial situation and they have set me on a strong financial path. Highly recommended.

Northeast Wealth are terrific to deal with. Their level of care and professionalism is outstanding, and their financial advice is exceptional. The whole team are genuine experts in what they do — highly recommend.

The entire team are amazing. They get back to me quickly and help me navigate the confusing area of personal finance. Mariana has saved me so much money and I can now retire soon!

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.

For those that have dealt with James and the NorthEast team this 5 star rating shouldn't come as any surprise. We have been working with James for about 12 months now and we must commend him and the team for their professionalism and insights into delivering against our goals to improve our financial situation. It's been great to see a dynamic shift in they way we view our money and how we can still maintain a certain lifestyle but with a more structured approach. We recommend James and Northeast to anyone that wants to improve their financial position.

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.

James is a very knowledgeable, patient and we'll well educated advisor. From our first conversation I felt that I was in very capable hands. The advice provided, was detailed specific and well thought out. James took time to clearly outlined the advice and the risk and benefits involved. I would highly recommend Northeast Wealth for your financial management help.

I recently had the pleasure of dealing with Mariana with a first time meeting, I found Mariana to be very professional and knowledgeable and above all extremely honest.

I was uncertain about getting financial advice, but the team were fantastic! Very glad wer took the step of working with these guys - great advice and explained on my level. Wish we had done it sooner.

This team bring a fresh set of ideas to an often stale industry. They are genuinely concerned with looking after the interests of the customer and do so in a transparent and ethical way. Highly recommend!

Had the pleasure of speaking with James this morning, honest trustworthy financial advisors are hard to come by, James is definitely one I would recommend to my friends and family, Thanks again James.

Both James and Julia have been fantastic to work with. They’ve provided invaluable assistance and advice and have been very professional, reliable and thorough. Thank you!

The team at Northeast Wealth were professional, met all my needs and made what I thought was going to be a complicated process simple for me to understand.

James has been available at all times to take our calls. He has been thorough in his evaluations placed in front of him, often with little or no notice. He has offered his advice always in a polite, caring and very professional manner. We can unreservedly recommend his services to those requiring the complete financial package advice.

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.

My experiences with James and the team at Northeast Wealth have been incredible. My fiance and I have been able to realign all of our financial goals, and achieve incredible results in a timeframe we didn't think was possible. James was able to see what we wanted to achieve, and knew how to get us there. I would highly recommend to anyone wanting superior service, a genuine relationship with their advisor and tangible results.

I'm super impressed by the team at Northeast Wealth. They are so thorough, thoughtful, and clever. Most importantly, they get results! I really appreciate their detailed and tailored plans to meet the individual needs of their clients.

Marianna and the North East team have been wonderful to work with. They keep us accountable and have assisted us to set clear achievable long/medium/short term goals. They've also set us up on their banking program which has improved our financial management and helped us to capture additional savings, including providing quality superannuation advice. We would definitely recommend North East's services!

Northeast Wealth and the team are amazing! Their knowledge and strategies ensure that we are getting the most out of our money. Knowing that Mariana and her team are always contactable to discuss our financial decisions is not only comforting, but very helpful in those big decision times. I fully recommended contacting them to discuss your financial needs ... and do it earlier rather than later so that you get the maximum effect of compounding over time!