Asset Structuring

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

How you choose to hold your assets is critical to the overall tax that you will play, as well as your asset-protection plans if you are a business owner or in an exposed position. It’s often the case that which structure you own assets can be more important than the asset itself.

We’re experts in understanding your financial situation and providing guidance on how assets should best be owned, whether individually, jointly, through a trust / company or within your superannuation fund.

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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.

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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.

What our members say

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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