Financial Advice and Planning Services

arrowarrow
Our Services

Financial advice services in Melbourne.

arrowarrow
Our Services

The foundation of a successful advice partnership is a firm understanding of your situation. We’ve worked hard to ensure that our advice process allows us to gather all the important information we need while keeping you in the driver’s seat.

Our meetings are informative, educational and help to give you more clarity on the outcomes that you’d like to achieve as a result of working with a financial adviser.

Learn more about our services by clicking the tabs below.

Thinking about getting expert financial advice? Northeast Wealth is a professional financial planning service in Melbourne that can help empower you to make smarter decisions and reach your financial goals.
We can also help you protect your most valuable assets, prepare for retirement and offer recommendations to minimise your tax obligations. 

Start your journey toward financial independence by contacting our dedicated team of financial advisors today.

Fee for service

Your outcomes are our outcomes. We’re ‘all in’ to ensure you achieve the big goals you’ve set for yourself. Northeast Wealth offers fee-for-service pricing across our services, which means you’ll only pay for the specific work you request from our advisors.

Designed for you

We are experienced at studying your financial life and making sure all your hard-earned dollars go to work for you. We aren’t your standard financial advice service in Melbourne. We create tailored financial solutions geared toward your financial goals. We get to know you and your relationship with money before developing a realistic financial plan.

Stay in
control

It’s your journey. We won’t bark orders — we listen to what you’re looking to achieve and then make intelligent recommendations to help you get there. Our committed team has extensive financial experience working with clients from different backgrounds, but we always keep you in the driver's seat and in control of your financial future.

Northeast Wealth can help you find something to work toward to build a solid future. We take the time to understand exactly what you want to achieve, working with you to achieve your desired results. Discover how our team can help you get the most from your money.

arrow
Learn

Every investment is different, and building a portfolio of assets can feel overwhelming. But this doesn’t mean you should miss out on the opportunity to build long-term wealth. We simplify complex financial strategies to help you become more confident. Find out more about our investment management services today.

arrow
Learn

Reducing your tax bill each year can enormously impact your long-term wealth. The team at Northeast Wealth have a strong understanding of the tax strategies available which will ensure you keep as much of your hard-earned dollars as possible. Discover our tax minimisation strategies today.

arrow
Learn

We unravel the complexities so you have the confidence that your retirement will be on your terms. Your super is potentially one of the biggest investments you’ll own, so having professional advice in your corner is essential. Northeast Wealth can help you retire comfortably without sacrificing your current lifestyle. Learn more about how we can help you grow your super fund and enjoy a better retirement.

arrow
Learn

Protecting your wealth can be just as important as growing your wealth. Our team can ensure you have the right protection in place, safeguarding your assets and loved ones. Discover the benefits of our personal and business insurance services today.

arrow
Learn

Understanding how to manage your money effectively is essential for achieving big financial goals. Northeast Wealth is an expert in helping you build positive financial skills and helping you to keep your finances on track. Explore our cash management services today.

arrow
Learn

It’s never too early to start preparing for your retirement. Ensuring you can live out retirement on your terms takes careful planning. Northeast Wealth can create a robust retirement plan and ensure your investments provide you with the regular income you’ll need to enjoy life when you stop working. Learn more about our comprehensive retirement planning service today.

arrow
Learn

If you’re working in a senior role, you may have some shares being provided as part of your remuneration via RSUs, ESS or ESPPs. We can help you manage these investments and optimise them for long-term wealth. Simply get in touch with our team, and we’ll give you the rundown.

arrow
Learn

Reducing your overall debt is a key element of strengthening your financial position. We can help you develop a realistic repayment plan to clear your debt, opening up new financial possibilities. Learn more about our debt reduction services today.

arrow
Learn

How you choose to hold your assets is critical to the overall tax you will pay and your asset-protection plans if you are a business owner or in an exposed position. Our financial advisors can help you draft documents that safeguard your assets, providing them with adequate protection. Enquire today to learn how we can help you restructure your important assets.

arrow
Learn

We’re the Financial Coaches in your corner who will work closely with you to provide the education, support and accountability you need. We’ll educate you on the financial skills needed to get better outcomes and hold yourself accountable to your progress. Learn more about how our coaches can help you become an expert at money management.

arrow
Learn

We can point you in the right direction if you're responsible for multiple assets. We partner with your professionals, such as mortgage brokers, property specialists, accountants and lawyers, to ensure everyone is on the same page. Discover our unbiased financial project management services today.

arrow
Learn

Asset Structuring

arrow

How you choose to hold your assets is critical to the overall tax you will pay and your asset-protection plans if you are a business owner or in an exposed position. Our financial advisors can help you draft documents that safeguard your assets, providing them with adequate protection. Enquire today to learn how we can help you restructure your important assets.

Employee Share Schemes

arrow

If you’re working in a senior role, you may have some shares being provided as part of your remuneration via RSUs, ESS or ESPPs. We can help you manage these investments and optimise them for long-term wealth. Simply get in touch with our team, and we’ll give you the rundown.

Financial Project Management

arrow

We can point you in the right direction if you're responsible for multiple assets. We partner with your professionals, such as mortgage brokers, property specialists, accountants and lawyers, to ensure everyone is on the same page. Discover our unbiased financial project management services today.

Debt Reduction Service

arrow

Reducing your overall debt is a key element of strengthening your financial position. We can help you develop a realistic repayment plan to clear your debt, opening up new financial possibilities. Learn more about our debt reduction services today.

Tax Minimisation

arrow

Reducing your tax bill each year can enormously impact your long-term wealth. The team at Northeast Wealth have a strong understanding of the tax strategies available which will ensure you keep as much of your hard-earned dollars as possible. Discover our tax minimisation strategies today.

Expert Retirement Planning in Melbourne

arrow

It’s never too early to start preparing for your retirement. Ensuring you can live out retirement on your terms takes careful planning. Northeast Wealth can create a robust retirement plan and ensure your investments provide you with the regular income you’ll need to enjoy life when you stop working. Learn more about our comprehensive retirement planning service today.

Personal & Business Insurance

arrow

Protecting your wealth can be just as important as growing your wealth. Our team can ensure you have the right protection in place, safeguarding your assets and loved ones. Discover the benefits of our personal and business insurance services today.

Superannuation Advice Australia

arrow

We unravel the complexities so you have the confidence that your retirement will be on your terms. Your super is potentially one of the biggest investments you’ll own, so having professional advice in your corner is essential. Northeast Wealth can help you retire comfortably without sacrificing your current lifestyle. Learn more about how we can help you grow your super fund and enjoy a better retirement.

Investment Management

arrow

Every investment is different, and building a portfolio of assets can feel overwhelming. But this doesn’t mean you should miss out on the opportunity to build long-term wealth. We simplify complex financial strategies to help you become more confident. Find out more about our investment management services today.

Financial Behavioral Coaching

arrow

We’re the Financial Coaches in your corner who will work closely with you to provide the education, support and accountability you need. We’ll educate you on the financial skills needed to get better outcomes and hold yourself accountable to your progress. Learn more about how our coaches can help you become an expert at money management.

Cash Flow Management

arrow

Understanding how to manage your money effectively is essential for achieving big financial goals. Northeast Wealth is an expert in helping you build positive financial skills and helping you to keep your finances on track. Explore our cash management services today.

Strategic Financial Advice

arrow

Northeast Wealth can help you find something to work toward to build a solid future. We take the time to understand exactly what you want to achieve, working with you to achieve your desired results. Discover how our team can help you get the most from your money.

How to make decisions when you're stuck.

Do you ever find yourself holding off on making important decisions? Feelings of uncertainty are all too common in financial planning, but we can help. Download our guide to learn insightful money management strategies.

Thank you! Get your guide.
Get PDF
Oops! Something went wrong while submitting the form.
landscape

How to jetpack your financial progress.

We absolutely love helping people in this situation; the possibilities are incredible. Catapult your way to financial success with the help of our expert guide - download it today!

Thank you! Get your guide.
Get PDF
Oops! Something went wrong while submitting the form.

Advice

November 9, 2023

What Are Ethical Investments and How Do You Make Them?

What are ethical investments and how do you make them? In this article, we'll answer the whats, the whys, and the hows of 'ethical investing' to help you decide whether or not it's right for you.

Read

Latest thoughts & resources.

We pride ourselves on our relational and educational approach to our work. Find updates and thoughts from the Northeast Wealth team.

Advice

November 9, 2023

What Are Ethical Investments and How Do You Make Them?

Read

Advice

November 9, 2023

Financial Planning in Retirement: Steps & Stages to Get Ready

Read

Advice

October 31, 2023

How to Build a SMSF Investment Strategy (Step-by-Step Guide)

Read

Dedicated to positively shaping your financial future

If you’re ready to take control of your financial future, look no further than the dedicated team at Northeast Wealth. You’ll always remain in control over your finances while our team works behind the scenes to create an incredible and customised financial plan, helping ensure your success.