The Best Financial Planner Melbourne has to offer, Northeast Wealth
Financial Success with Award-Winning Financial Planners
Make More Financial Progress
Our members report a 2.1x increase in the progress they are making with their money after just twelve months of working with us. Our team are experts in helping you to set realistic financial goals, and working closely with you to tick them all off.
Have More Clarity Around Your Money?
In addition to making better financial progress each year, our members experience a significant 2.5x increase in clarity regarding their finances after twelve months of working together. We want to make sure you experience the same.
Prepare for Your Next Stage of Life?
Change is scary, but that doesn’t mean it should disable your ambitions. We want to help you get clear about what kind of life you want to live in the future and secure your greatest ambitions with financial strategies that adapt to life’s surprises.
What can I expect from working with a Financial Advisor?
We design impactful advice which helps people to enjoy greater progress, strong financial wellbeing, and better lives.
Here’s what you can expect if working with us:
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A caring relationship
Understanding people is where great advice begins. We delve into your members' finances, goals, mindset, passions, and concerns to craft truly impactful strategies.
Leadership
We're committed to offering the best advice, not the easiest. Our ongoing guidance focuses on seizing all valuable opportunities and addressing challenges with transparency.
Precise navigation
We won’t ‘take the wheel’ from you, but we’ll help to create the optimal routes to help you achieve your financial objectives. Our advice ensures you can embark on your journey with clarity, support and confidence.
A focus on education
The foundation of financial empowerment is education. We continuously strive to develop your financial knowledge, enabling better decisions and greater independence.
A healthy cadence
Financial success requires momentum. Our regular check-ins ensure frequent review, important pivots, and meaningful progress on your financial journey.
High-quality communication
Quality advice hinges on quality conversations. We excel in asking insightful questions, listening attentively, and responding clearly to facilitate high-quality decisions.
Purpose-driven financial progress
Beyond making money, we're dedicated to building wealth. This means navigating you to a position where you experience higher overall well-being, more progress, improved work-life balance, and happiness.
Look no further than Northeast Wealth, the leading financial planner in Melbourne.
Our commitment to your financial well-being begins with listening carefully to understand your unique goals and ambitions. We understand that your financial journey is like no other, and we are here to ensure you stay on the right path, holding you accountable when necessary.
We're all about making sustainable investments for a sustainable future.
While most financial advisors will offer their members ethical or ESG investment solutions, we take it further. Our goal is to help you build your wealth and make the world a better place.
Building wealth to experience financial wellness while also taking care of the planet is possible. So why choose any other route?
Our Members Journey to Financial Success
Our members are committed to growth. Every person we work with is driven to progress more, achieve more, and live more.
What our members are saying
I think that was part of one of the issues is that we weren't aligned on how our finances should be taken care of. To go through this process together with James, he's brought us both on this journey and we're now at the same place.
What our members are saying
I love that James does the wraps of the- like the recent one on the federal budget. Last year, it was around COVID and the share markets and that type of thing, because he summarizes it in a brief package, 10, 15 minutes that I can sit here and listen to that. Whereas, if you listen to the news it's a bit here and a bit there, and you're kind of, "What's the right--? Are you getting all the bits to make your decision or be informed?” I love that James does that and does it so quickly after the event as well so that you're in the know.
What our members are saying
I think one of the first questions our advisor asked us, "Okay, you've got a child, you've got a mortgage, you've got a car, you want holidays, you've got all these expenses, then they go to high school. Those expenses are going to be there whilst they go to high school, where are you going to come up with all these extra money from?" We looked at him like, "I have no idea," but, now we do. It's just about that planning and structure that helped us to see it a bit more clearer."But you can still enjoy your lifestyle though?
What our members are saying
I think with my goals, personal goals, I've always had the long term goal, which has remained the same. The journey to get to my long term goal has changed quite a bit over the last two, three years. Northeast Financial advisers have guided me on that and given me advice and given me that clarity of why I should be doing things. Or, if I decide to make a decision, what the potential outcomes of that decision would be. If you go another way, another direction, what the potential outcomes of that would be.
What our members are saying
When we started engaging with Northeast, that’s how I thought, “Oh, it’s a more holistic type of advice.” It links backs to our life goals.
We Help You Make Money and Experience Financial Success
Northeast Wealth is a financial planning firm based in Melbourne that empowers you to take control of your financial future. Our highly qualified professionals’ insights help our members grow their wealth.
When working with us, you stay on the driver’s seat as we give you guidance. Your success is our success.
As a leading financial advisory firm in Melbourne, we’re committed to bringing results. We offer a wide range of financial services tailored to your unique circumstances.
Your financial success is number one to us. We align personalised advice with your financial objectives to achieve the big outcomes, sooner.
A team dedicated to your future
Our expert team is committed to guiding you through challenges and help you to seize the big opportunities that are going to have the biggest impact on your finances.
We optimise your financial situation to help you reach your goals faster and enjoy financial life on your terms.
The Five Major Benefits of Seeking Financial Advice
Money plays a crucial role in our lives. It's never too late to gain control of your finances and seek the guidance of a financial planner. Curious about how a financial planner can assist you? Explore the five major benefits below:
Set and Achieve Financial Goals
If you’re uncertain about your financial goals, our Melbourne-based financial planning team can support you to gain clarity. We provide the right resources and strategies to ensure your financial goals are met within your desired time frame.
Clear Your Debt
Don't let lingering debt hinder your financial plans. Our professional financial planners will help you establish a debt repayment plan, freeing you from debt for good. We monitor your progress and provide support until you cross the finish line.
Risk Protection
While working toward your financial goals, it's crucial to have a plan for unforeseen circumstances. A financial planner can safeguard your wealth and ensure your family's safety and security during life's challenges.
Adjust to New Life Stages
Preparing to start a family or thinking about retirement? A financial planner can help you navigate major life changes through effective financial management. We also assist in adapting to unexpected changes, such as inheritances or other assets.
Dedicated to Your Success
If you’re looking for financial planning, you want to ensure that your planner has your success in mind. Our wealth partners continue to work with you to ensure you stay on track. As you implement your plan, we identify potential challenges or concerns that could impact your progress and make necessary adjustments.
In an industry often preoccupied with sales, Northeast Wealth stands apart. Our unwavering focus is on delivering personalised advice, tailored strategies, and coaching that caters to your needs and goals, ensuring your financial success.
Our advice is centered around empowering you to navigate financial challenges and seize opportunities. By optimising your financial situation, we enable you to do more of what you love, sooner.
Often, it's the small changes that yield the most significant results. Northeast Wealth excels at identifying changes that have a profound impact on your financial life. We work with you to smooth out any challenges and optimise your financial journey.
We Care About Our Members and Your Outcomes
Northeast Wealth takes a personal approach to financial planning solutions in Melbourne. That’s because we care about our individual members and work hard to see them thrive.
Our simple step-by-step process involves sitting with you with you to understand how your money and goals are currently aligned. We get to know you, your current financial status, and where you’d like to go. From there, we create a plan to get you making more financial progress than you’ve ever experienced.
Our business operates on a fee-for-service basis because we want our members to have clarity and confidence about when dealing with us. We’re proudly a ‘no surprises’ business – to us that means a predictable, high-quality service without the unexpected invoices.
We keep our advice clear to help you understand every strategy and recommendation. Northeast Wealth caters to a broad range of members and has extensive experience delivering financial advice. Whether you’re an individual, couple, business owner, or pre-retiree, we’ll help you make those life-changing steps.
Our Comprehensive Financial Services
At Northeast Wealth, we offer a wide range of comprehensive financial services designed to meet the unique needs of individuals, couples, business owners, and more. Our services are aimed at empowering you to achieve your financial goals and secure a prosperous future.
Your Trusted Partner on the Road to Financial Success
Northeast Wealth's commitment to excellence and innovation has garnered us numerous awards and accolades in the financial services industry. We take immense pride in our role as your trusted partner on your journey to financial success.
Northeast Wealth - Your Path to Financial Freedom
At Northeast Wealth, we want to simplifying your money and enable you to make more informed decisions. Our team is dedicated to helping you achieve your financial goals, regardless of your situation and needs.
We keep our advice simple and clear, ensuring you understand each step, strategy, and recommendation we make. Northeast Wealth caters to a diverse range of members, from everyday individuals to couples, business owners, and more. We have extensive experience in the financial services industry, and our mission is to help you take life-changing steps toward financial freedom.
As a highly qualified financial planning firm in Melbourne, our goal is to keep you in the driver's seat of your financial journey whilst providing the guidance and expertise you need. Your financial success is our top priority, and our bespoke advice is carefully designed to best work for you. A brighter financial future awaits…
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.
Frequently Asked Questions (FAQ)
Our FAQs section is designed to provide you with quick and comprehensive solutions to common queries.
Do you ever find yourself holding off on making important decisions?
How to make decisions when you're stuck.
We absolutely love helping people in this situation, the possibilities are incredible.