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.

Get Expert Retirement Advice

Superannuation Advice Australia

Home

Superannuation Advice Australia

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

Super is one of the most significant assets most Australians will own. Because individuals invest it for the long-term, making small changes now - like ensuring it's invested correctly or making small ongoing contributions - can make a huge difference to your retirement nest egg. We unravel the complexities so you have the confidence that your retirement will be on your terms.

Get Started

Why You Need Expert Superannuation Advice from Financial Advisors

Navigating the intricacies involved in the superannuation system is complex. Our experience is that 'doing it alone' tends to result in many opportunities being missed. These opportunities are often significant - such as missing out on reduced tax over many years, having lower investment returns or poor management of your balance during a financial crisis.

‍

Comprehensive superannuation advice falls within the financial planning services category, and high quality financial planners have the study and experience to advise you in this area. That's why you should consult an experienced financial advisor:

Navigating Regulatory Changes

The world of superannuation is continually evolving, with regulations and compliance requirements frequently updated. Our team of financial advisors stay on top of these transitions, ensuring your investments and accounts remain compliant and optimised for growth.

Maximising Tax Benefits

Our advisors comprehensively understand the tax laws and strategies which relate to your superannuation account, allowing them to assist you in capitalising on these advantages to lower your tax responsibilities while optimising your funds.

Tailoring a Personalised Strategy

Every individual's financial situation is unique. Our advisors take the time to assess your specific circumstances, risk tolerance, financial situation, and retirement goals. With this information, we can develop a tailored retirement advice superannuation strategy which aligns with your objectives.

Diversifying Your Portfolio

We've all heard the expression, 'Don't put all of your eggs in one basket'. Effective superannuation management extends beyond contributions, fees and taxes. Unfortunately, many people that we meet have a poorly diversified superannuation assets, which means unnecessary risk.Our expert advisors will help you diversify your portfolio, reducing risk and increasing your chances of achieving your desired retirement income.

Monitoring and Adjusting

Planning for Retirement

Retirement planning involves much more than just accumulating wealth. Our team will work with you to outline a comprehensive retirement plan that encompasses lifestyle goals, healthcare, and legacy planning, ensuring you can enjoy your retirement to the fullest.

Achieving Financial Peace of Mind

In the end, our objective is to give excellent advice and offer you a high sense of confidence regarding your financial future. When you use Northeast Wealth's adept superannuation guidance service, you will feel confident that your financial prospects are managed by capable professionals.

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

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.

Get Started

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.

Get Started

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.

Book in your complimentary call

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

How to make decisions when you're stuck.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

We absolutely love helping people in this situation, the possibilities are incredible.

How to jetpack your financial progress.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.