Financial Project Management

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Financial Project Management
Managing major assets requires a team of experts to maximise its profits. The team at Northeast Wealth can put you in touch with the right professionals to help you meet your goals.

We can point you in the right direction if you're responsible for multiple assets. We partner with your professionals, such as mortgage brokers, property specialists, accountants and lawyers, to ensure everyone is on the same page. Discover our unbiased financial project management services today.

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We partner with your professionals such as mortgage brokers, property specialists, accountants and lawyers to ensure that everyone is on the same page. If you don’t already have an exceptional group of professionals in your corner, we have a network of amazing businesses to connect you with. There’s no strings attached, we’ve just done the vetting for you to ensure you’re getting looked after, can cut through all confusion and get the best experience with every professional.

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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 clients, 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.

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 clients say

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.

Rhonda
October 20, 2023

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.

Luke
October 20, 2023

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

Jack
July 15, 2021

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.

Ibrahim
June 24, 2021

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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