James O'Reilly

North East Wealth

Platinum
23 Yrs Experience
Chadstone, VIC 3148

I’m the director at Northeast, a fast-growing financial advice firm that’s helping create a new era in advice.

I’m passionate about financial advice because throughout my life I’ve kept seeing how big a difference it can make. With both my parents being financial advisers, I became interested in all-things-finance from a very early age and I’ve never lost this passion.

I believe that everyone deserves an opportunity to get the most from their lives and your wealth will play an essential part in you achieving this. The challenge is that most people prioritise spending time with family, friends, or enjoying their favourite pastimes rather than honing financial skills. This results in many people facing variations of the same challenges:

  • Earning good income without a plan to put this wealth to its best use
  • Having big ambitions without the roadmap needed to achieve these outcomes
  • Wanting to get a better balance in life and eliminate any concerns about money

Financial advice is designed to help motivated people achieve their own goals and outcomes. Partnering with a financial adviser should encourage clarity around all financial decisions, inspiring people to get the most from their own lives.

We're passionate about providing advice which is personalised, shows leadership and delivers outcomes based on the goals and outcomes that people want to achieve.

If you also believe that getting the most from your money is going to help you get the most from your life, please get in touch. I’d love to learn more about you.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At Northeast we believe in 'total transparency', which for us means a promise of no surprises. We operate on a fee-only basis and don't start work unless you're happy with the scope, outcomes and cost. Fees are based on the complexity of your financial situation and our advice - not on how much money you have. We'd welcome any questions you might have relating to our fees and pricing.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 19
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

North East Wealth

UL40, Level 2, Chadstone Shopping Centre, 1341 Dandenong Rd
Chadstone, VIC 3148

Opening hours

  • 8:00am – 5:00pm Monday – Friday
  • 9:00am – 1:00pm Saturday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313