Expert Retirement Planning Advice for Australians

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.

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!

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.

Siobhan and the team at Northeast have been fantastic to deal with. They have helped bring clarity to our financial goals and have and continue 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.

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.

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.

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!

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.

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.

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!

James is a wealth of information and I have great confidence in the ability of Northeast to continue to manage and grow my portfolio moving forward.

It's been great to see a dynamic shift in they way we view our money and how we can still maintain a certain lifestyle but with a more structured approach.

I would highly recommend Northeast to anyone wanting superior service, a genuine relationship with their advisor and tangible results.

James pays attention to the small details, considers all parties/stake holders and how each potential strategy could effect everyone and then executes the strategy with seamless precision.