Our Members
We advise ambitious professionals, business owners, pre-retirees and high achievers
How We Can Help
We’ve built our business with our members in mind. When working with us, you can expect to get personalised financial planning that adjusts to your circumstances, seasons, goals, and wishes. We never take a cookie cutter method.
Throughout the process, you have full control. But that diesn’t mean we won’t say our piece when necessary. It’s on us to provide you with our expert insight and advice, and we take that responsibility seriously.
Who We Serve
Ambitious Professionals
We love working with people with a relentless drive to succeed. Over the years, we’ve helped many ambitious professionals build earning with a purpose. Together, we can turn your financial ambitions into strategic action.
Visionary Business Owners
Your busines is the outcome of your sacrifice and resolve. We honor that and seek ways to secure your financial portfolio. Together, we can create a plan as visionary and enduring as your entrepreneurial spirit.
Forward-Thinking Pre-Retirees
Pre-retirees often find themselves in exciting but uncertain junctures. We love meeting you where you are and pointing you in the right direction.
High Achievers
As admirable as your achievements might be today, we believe you have much more to accomplish. And we’re here to help you.
What our members say
We exist to see lives transformed, and we've seen a lot. See how we have changed the stories of real people across Melbourne & Australia.
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?
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.
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.
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.
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.
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Real Success
Your outcomes are our outcomes. We’re ‘all in’ to make sure that you achieve the big goals you’ve set for yourself.
Get More From Money
We are experienced at studying your financial life and making sure all your hard-earned dollars go to work for you.
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.
