Investment Management

Every investment is different and building a portfolio of assets can feel overwhelming. We help to alleviate this through research-backed portfolio construction, healthy doses of education and setting realistic expectations about the likely performance that you may enjoy. We work hard to ensure that your investments are aligned with your specific goals and risk comfort levels to ensure that you’re moving forward faster.

What exactly is investment management in Melbourne?

Investment management is the professional management of various assets, such as shares, bonds, property and other assets an investor holds. Investment management isn’t just concerned with the buying or selling of these assets - it also involves working with the investor and implementing short and long-term strategies to meet their individual investment goals.

The benefits of using investment management services

As an investor, it’s crucial to take your assets seriously, which is why many choose to leave the responsibility of investment management in the hands of experts. Investment management in Melbourne has several benefits, such as: 

  • Expert advice — While you may have spent years building your portfolio, you may not have the skills or knowledge required to maximise your returns. By speaking to an investment management professional, you’ll receive industry-leading advice from experts in the field. 
  • Removing emotion — Even the most steely investors are influenced by the natural emotions that come with growing, and sometimes losing, wealth through their investments. Seeking the advice of an independent professional will enable better decisions, ensuring that gains are more frequent and losses are minimised.
  • Time-effective — Investment strategies require in-depth analysis and research, something many investors may not have the time for. By leaving your strategy implementation up to professionals, you can rest assured that your investments will remain on track to success as you focus on other opportunities. 
  • Growth opportunities — By partnering with an investment specialist, they’ll be able to provide tailored recommendations and advice to help grow your portfolio. They’ll identify profit opportunities and address any risks that may appear along the way.

investment pillars

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. 

fee for service

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.

designed for you

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.

stay in control

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

arrow

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.

arrow

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.

arrow

Tax Minimisation

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

arrow

Superannuation & SMSF

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

arrow

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.

arrow

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.

arrow

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.

arrow

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.

arrow

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.

arrow

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.

arrow

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

Investment Management

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.

Get started now.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form. Please try again.

Book in a call.

How to make decisions when you're stuck.

Do you ever find yourself holding off on making important decisions?

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.

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