Employee Share Schemes

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. 

Whilst Employee Share Schemes can be highly lucrative – and especially if you’re part of a fast-growing company – they also require careful planning and tax management to obtain the best outcomes. Our advice will assist you to resolve the important questions and leave you feeling clear on when you should exercise, redeem, or increase your take-up in an offering.

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Looking for More Information on Investing?

Check out our Eight Investment Pillars for a more in-depth knowledge of our investment process.

Our Eight investment Pillars

Why Northeast Wealth?

For several years, we've helped countless Australians move in the right direction with their finances. From investment planning to protecting your retirement fund, Northeast Wealth takes the time to get to know you and your goals, so we can ensure you achieve financial success. 

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Fee for Service

We're fully committed to your success. Our dedication means we're fully invested in helping you accomplish the significant financial goals you've established for yourself.

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Designed for You

We are experienced at studying your financial life and making sure all government benefits and your hard-earned dollars go to work for you and your family.

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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.

What We Do

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Strategic Financial Advice

From retirement planning advice boosting your savings account to purchasing a property, give your financial future the best chance of success when you seek financial advice from Northeast Wealth.

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Investment Management

While it can be profitable, building a portfolio of assets can be daunting. Northeast Wealth can provide guided expertise and recommendations on how to get the most out of your money.

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Tax Minimisation

Understanding your tax obligations can take time and effort. We can help you navigate through your tax responsibilities and minimise your expenses.

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Superannuation & SMSF

No matter your retirement strategy, Northeast Wealth can provide tailored and practical advice to maximise your retirement savings.

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Personal & Business Insurance

As a business owner, you know protecting your assets is a priority and not just one of our individual preferences. Northeast Wealth can help you implement the right insurance and protections to preserve your most valuable assets.

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Cash Flow Management

With the rising cost of living, everyone could benefit by learning practical cash flow management skills. Our experienced team can pass on incredible money management skills that you'll use for years to come.

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Financial Behavioral Coaching

Need a little help getting your finances back on track? Northeast Wealth can equip you with the skills to unlock your full potential with money management.

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Debt Reduction Service

Don't let debt hold you back from achieving your financial goals. The passionate team at Northeast Wealth can create a debt reduction plan to help you kick debt to the curb once and for all.

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Asset Structuring

Know your assets and investments are protected against potential risk by enlisting the help of Northeast Wealth. We can prepare documents and contracts that keep your assets secure.

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Employee Share Schemes

Rewarding your employees for their efforts with profitable shares is a great way to improve company morale. We can help run your employee share scheme to ensure success.

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Financial Project Management

Managing major assets requires a team of experts to maximise its profits. The team at Northeast Wealth can put you in touch with the right professionals to help you meet your goals.

What Our Clients Say About Us

Employee Share Schemes

Start your journey with us today.

Get your finances back on track, get to where you want to be and make the most of the journey along the way. Book a chat with Northeast Wealth today and discover how rewarding financial planning can be with the right help.

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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.

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

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