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.
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.
James is a very knowledgeable, patient and we'll well educated adviser. From our first conversation I felt that I was in very capable hands. The advice provided, was detailed specific and well thought out. James took time to clearly outlined the advice and the risk benefits involved. I would highly recommend Northwest Wealth for your financial management help.
Engaging James as our financial adviser was the best decision we made to bring clarity and structure to our financial ecosystem. We really appreciated the time that James took to know us as people, then curated a plan for financial success in a way that aligned with all our personal and joint couple goals. Always ready and patient to answer all our questions, we know that James and his team have our best interests at heart and we wholeheartedly would recommend his services.
While securing our financial future was the main objective in engaging James' services, it is extremely encouraging to deal with someone who is looking at the whole picture, not just the money i.e lifestyle choices, health, broader expectations heading into retirement. I have no hesitation at all recommending James and Julia to work in your best interests.
James is professional, caring, and has designed a straightforward plan which will help us achieve your goals. He's helped us save so much time and worry about our finances and is able to explain important concepts to us in a simple and quick fashion. Really glad to have James on our team
James & the team at Northeast Wealth are Professional & Honest. The advise & planning we received assisted my wife and I to achieve our goal in purchasing a new house. Looking forward in setting new financial goals!
- Adviser status Platinum
- Number of reviews 19
- First year providing advice 1999
- Years of experience 23
- Master of Applied Finance
North East WealthUL40, Level 2, Chadstone Shopping Centre, 1341 Dandenong Rd
Chadstone, VIC 3148
- 8:00am – 5:00pm Monday – Friday
- 9:00am – 1:00pm Saturday
Synchronised Business Services Pty Ltd