Northeast Wealth 1341 Dandenong Road, Chadstone, Victoria 3148

"Siobhan has been incredibly helpful, setting us up with a new way of structuring our bank accounts which has improved our financial management and reduced our personal bookkeeping. She is interested in who we are, how we think about money, and what our individual and shared goals are. Northeast’s timely advice and guidance with our superannuation has shielded us from the recent fluctuations in the market. Best of all, Siobhan is a clear and patient financial educator and we are learning more all the time."

"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."

"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!"

"We were referred to James through a friend and had some initial conversations to understand services provided. After our meeting my wife and I were skeptical and left thinking we could do this on our own. James gave us some tools to help and kept checking in periodically to see how we were going. Throughout this time James never charged us. Almost after an year and half we realised we were not making much progress and then formally engaged James and his team. Within 6 months, we had a great understanding of our financial position and clarity of the future. Would definitely recommend James, he always believed in doing the right thing as a good human and had our best interests first. One those rare breed of advisers out there to genuinely help people with the most challenging aspect of life - Money Management!"

"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."