Expert Retirement Planning Advice for Australians

As Seen in Australian Retirement Podcast

Northeast Wealth’s James O’Reilly is the host of the top Australian podcast on retirement planning— the Australian Retirement Podcast. Here, he shares insights, strategies, and practices that help Australians around the country build towards a comfortable retirement. The show has over 250,000 listens and counting.

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Strategic Financial Advice

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Strategic Financial Advice

What our members say

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.

Anne

I don’t normally google review, but after coming across Northeast Wealth I had to rave about how awesome Siobhan and team were in organising my finances. If you want some good honest financial advice and guidance, these guys are the real deal. They are so approachable and they are always in your ear to give you a gentle reminder so you don’t stray from your financial goals. I have tried other financial advisers but I haven’t come across anyone who builds as good a rapport with their members as Northeast Wealth do. I trust them dearly with my finances. Thanks team. If I could give more than 5 stars I would!

Tri

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.

Andrew

Siobhan and the team at Northeast have been fantastic in dealing with this. They have helped bring clarity to our financial goals and have continued to help us achieve these. We have found the entire team polite, professional, knowledgeable, and always ready to answer our questions as well as being genuinely interested in building a strong relationship. Having found Northeast via a family recommendation, we would not hesitate to recommend their services to others.

Matthew

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.

Jack

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.

Ella

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!

Ben

We have had the pleasure of working with Siobhan and the team from Northeast Wealth for the last two years. I wish we had found them sooner! The Northeast team have been instrumental in helping us seek clarity in our financial goals. The strategy prepared to protect and grow our wealth has been comprehensive. Most impressively, Siobhan has been non-judgemental of our personal values and attributes and has used this to tailor our personal financial strategy. With Siobhan's advice, we have been able to confidently make financial decisions that we previously would have shied away from. We highly recommend Northeast Wealth to anyone seeking financial advice.

Amanda

Siobhan and the team at Northeast Wealth have been great, supporting me to created and actioned a number of steps to ensure that I would be financially supported not only now but into retirement.

Naomi

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!

Andrew

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.

Everyone aspires to make great financial decisions, but the breadth of options to build wealth can make people feel uncertain that they have the right strategy. What’s more, big financial decisions - like buying an investment property or making additional contributions toward your retirement - impact all other elements of your wealth such as savings patterns, your ability to clear debt etc.

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This intertwining results in people making poor decisions based on guesswork, or feeling paralysed and unable to execute on the financial plays which ensure more progress. Strategic financial advice from a qualified and experienced financial advisor can help you cut through this noise and settle on the optimal decisions which achieve the specific outcomes you’re seeking.

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Northeast Wealth takes a personal approach to our strategic financial advice. We take the time to understand exactly what you want to achieve and work with you to achieve your desired results. We break down your big goals into a clear and easy plan so that you can make great progress and get to exactly where you want to be without unnecessary stress.

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We want to see our members succeed, which is why we monitor your progress and regularly review your financial plan to ensure you’re on the right track. We’re here if you have questions or run into any issues.

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Whether you want to build an investment portfolio that protects your retirement or learn strategies for better cash flow management, the team at Northeast Wealth can help. Contact us today to learn more about our strategic financial advice.

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The benefits of getting strategic financial advice

Financial advice can be accessed at any age or life stage, making it one of the most helpful and practical services around. Northeast Wealth has helped many members of all financial backgrounds achieve their goals. Here’s how strategic financial advice can benefit you:

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Plan and reach financial goals — To get your finances on the right track, you need something to work toward. A financial advisor can help you uncover the financial goals you want to achieve and provide you with the resources and skills to ensure you reach them.
Retirement planning — It’s never too early to get serious about retirement, and with the help of an experienced financial advisor, you can take actionable steps to safeguard your retirement fund. Whether you’re looking to set up an SMSF or make additional contributions to your super fund, Northeast Wealth can help.
Saves time — If you are time-poor but want to do right by your finances, a financial advisor can draft a plan tailored to your goals and manage your progress. This saves you time from doing it yourself and ensures your strategies are signed off by the experts.
Expert investment management — Share trading and other investment strategies have the potential to deliver fantastic returns, but knowing how to maximise your profits can be tricky. A financial advisor can create an investment plan to help you build long-term wealth.

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

Our Eight Investment Pillars

Get comprehensive financial advice from trusted financial advisors

Seeking personal financial advice from trusted advisors is vital. We offer personalised strategies, navigate complex financial landscapes for members, and ensure your financial security, providing peace of mind in an ever-changing world.

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Paying for personal financial advice with your super

Paying for an adviser or personal financial advice with your super is possible through a process called fee-for-service. This means you can access and pay for advice on managing your superannuation by using your super fund account balance. Our advisers at Northeast Wealth can help you navigate this process within the framework of Australian superannuation regulations.

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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

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

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

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

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.

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.

Tax Minimisation

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

Superannuation & SMSF

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

Personal & Business Insurance

As a business owner, you know protecting your assets is a priority. Northeast Wealth can help you implement the right insurance and protection to preserve your most valuable assets.

Financial Behavioral Coaching

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

Debt Reduction Service

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

Asset Structuring

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

Employer Share Schemes

Receiving employer share scheme entitlements can be extremely lucrative, but also comes with challenges in the form of higher tax, investment and often currency exposure, and illiquid assets. We can take the worry out of your ESS by giving you clarity and helping you to better manage this (hopefully!) growing asset.

Financial Project Management

If you're looking to take some big steps in your finances, the team at Northeast Wealth are able to surround you with a team of great professionals including mortgage brokers, accountants, estate planners, and buyers agents. We don't receive anything for these introductions to ensure there's no conflict of interest.

Cash Flow Management

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

What our members say

Siobhan and the team at Northeast Wealth have been great, supporting me to created and actioned a number of steps to ensure that I would be financially supported not only now but into retirement.

Naomi

Andrew

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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