Northeast Wealth in Chadstone, Victoria, Australia | Financial service

Northeast Wealth

Locality: Chadstone, Victoria, Australia

Phone: +61 3 9088 8086

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25.01.2022 Seriously thinking of a career change? Heres what to consider https://www.northeastwealth.com.au/make-career-change/

25.01.2022 Happy and humbled to receive such a wonderful google review. Thank you Mathew! #NortheastWealth #AdviceWithDirection

24.01.2022 Are you a binge spender? If youre feeling like buying the latest gadgets isnt offering the same buzz it used to, youre not alone http://www.abc.net.au//consumerism-buying-more-stu/8160346 - - - #northeast #direction #finance #money #financialplanner #financialadvisor #findyourway #changeyourdirection #moneymoneymoney #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting

23.01.2022 Have you ever wondered what happens AFTER a property is passed in at auction? This article has you covered with some things that you need to know before putting your next strong bid in. http://ow.ly/8jCx50ifdn9

21.01.2022 Welcome to Northeast This is our director @jamesporeilly juggling the launch of the business and family life! Work life balance ... - - - #northeast #direction... #finance #money #financialplanner #financialadvisor #findyourway #changeyourdirection #moneymoneymoney #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting #worklifebalance See more

20.01.2022 Im certainly past 25 , but some of these books are must-reads if youre big on self-improvement https://www.lifehack.org//the-25-best-self-improvement-boo ... - - - ... #northeast #selfimprovement #books #grow #finance #money #financialplanner #financialadvisor #findyourway #changeyourdirection #moneymoneymoney #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting See more

19.01.2022 Went overboard on Boxing Day sales and need to return some items? Procrastinating on the returns because it means paying return shipping fees? We feel you. The good news is if you made the purchase through PayPal and are registered for their refunded returns service, they’ll cover the cost of return shipping. Yep, free returns through PayPal. Get on it and keep your money in your bank account where it belongs! Check the link below for all the info you need:... https://www.paypal.com/au/webapps/mpp/ua/generalconditions Note: This is not sponsored or endorsed by PayPal, it’s just a ripper service offering that more people should know about. #moneyhacks #advicewithdirection

19.01.2022 Happy 1 year to our resident superstar and client/team favourite, Julia Sweerts Thanks for an amazing year Jules

18.01.2022 Its bear season! If you want to be in the know about the sharemarket falls, weve got you covered In the below video, our director James OReilly takes you through a clear explanation of the major indicator thats made everyone go bananas, a possible US recession and how the Australian economy is positioned to get through it all. Happy viewing!

17.01.2022 Want a comprehensive run-down of how key Labor and Coalition policies could impact your pocket? Click on the below video to see James OReilly outline the major policies for: Low, Middle and High Income Earners Parents Small business... First Home Buyers Older Australians Head to the comments if you want to jump straight to any particular segment

15.01.2022 Very excited to be talking all-things-money at Hawthorn Cycling Club tomorrow night, before settling in for a night of #tourdefrance on the big screen Tickets still available if youd love to make this your best money year ever, or just wanting to watch a big stage of the tour with some great people

14.01.2022 Incredibly proud to see a very special client achieve her long-time goal of writing a cookbook! Many of these healthy recipes are absolutely amazing great to improve your own cooking repertoire or a Xmas gift for someone special Click here for more info: http://ow.ly/JeSc50jCyhy - - - #familyharvest #cooking #healthy #healthyrecipes #xmas #xmaspresentideas #cookbook #congratulations... #northeast #financialplanner #financialadvisor #findyourway #changeyourdirection #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting See more

14.01.2022 It doesnt have to be someday ... - - - #northeast #direction #holiday #someday #somedayiwill ... #finance #money #financialplanner #financialadvisor #findyourway #changeyourdirection #moneymoneymoney #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting See more

13.01.2022 Congratulations to James OReilly who has been named a Top 3 finalist in the 2018 Financial Planning Association AFP of the Year! The winner will be declared at the FPA Conference in Perth later this month. Fingers and toes crossed! - - - #northeast #fpaawards... #finance #money #financialplanner #financialadvisor #findyourway #changeyourdirection #moneymoneymoney #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting See more

12.01.2022 Hawthorn Cycling Club Members, What would happen if you had a cycling accident and couldnt work for 6-12 months? Could you continue to cover living expenses like the mortgage/rent, food, utilities, school fees, maintenance, car repayments, holiday savings etc?... If youre like most Australians, the answer is most likely NO. If you have a cycling accident during an event and youre not able to work for a period of time, $500 a week is all youre getting with the standard insurance through Cycling Australia. Hardly enough to cover all the cost of living... Worst still, even though you might have Income Protection cover inside your super fund, if you want to make a claim on your insurance because of a cycling accident, youre at risk of having your claim denied because of a little-known competitive cycling exclusion within many super policies. So... What are the other options? One option is to just adopt the Shell be right attitude, hope for the best and that it will all just work out financially if a major cycling accident does occur. Another option is to spend a lot of time and energy researching all the insurers out there and find a cyclists friendly solution that will cover you properly. Or You could engage with a specialist (like us) that understands the finer details and can ensure you get a solution that fits perfectly. If youd like to have peace of mind and ensure youre personally covered properly, then simply pm us or go to northeastwealth.com.au/cyclist-protection for further detail.

12.01.2022 In our fast-paced world, the desire for a better work/life balance is a common goal. It affects everyone from young professionals working long hours to get ahead, dual income households juggling inflexible jobs and children, and older workers wanting more time to help care for grandchildren or ease into retirement. Heres a few quick tips from us to plan and manage the finances when rebalancing work and life. ... https://www.northeastwealth.com.au/restoring-work-life-bal/

12.01.2022 Merry Christmas from us to you all. We hope you’ve had a wonderful day and we can’t wait to catch up in 2021

11.01.2022 Interested in the performance of properties of a particular suburb? Check out this tool, which rates property strength using stats like price movement, average time on market, % of homes with a mortgage and current discounts people are offering to sell similar properties http://ow.ly/AQqc50jj3TU

11.01.2022 Huge congrats to inspiring client Nic Dunn, who was recently selected to speak at the Royal Commission for Aged Care. Nicoles passion on this topic inspired her to start Empower Aged Care Consulting, providing the elderly with access to key health services they may need whilst remaining at home. Well done Nicole, absolutely stellar work!

11.01.2022 BREAKING NEWS! The RBA has just announced a 0.25% rate cut, effective from today. Its now up to the banks to decide whether to reduce their rates by the full 0.25%, or do a smaller percentage amount and pocket the difference If youre a variable mortgage holder, you should see a reduction in your repayments from early next week

10.01.2022 New banners delivered! Finn was over the moon until it was time to pull them down Huge props to our superstar design team Stokenbrand

10.01.2022 Looking for a comprehensive rundown of the Coronavirus and how its going to impact the economy and your investments ? Click on the below vid to watch our director James OReilly outline the reason for last weeks massive share market falls, and how we see things panning out.

09.01.2022 Were pretty excited to have had the opportunity to contribute to the 2019 Better Business Guide! Props to the Illumin8 crew for putting together a great free resource to help business owners have the best 2019 possible You can download the entire guide here:

09.01.2022 Are you saving more than $427 per month ? If so, youre above average in Australia, unless youre between 25 and 34 - then the figure is $533 http://ow.ly/Lboo50jpd6M ... - - - #Australia #stats #savingmoney #saving #savesavesave #saveforthefuture #justgotpaid #moneygone #northeast #direction #finance #money #financialplanner #financialadvisor #findyourway #changeyourdirection #moneymoneymoney #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting

09.01.2022 A great accountant is someone who will make a significant difference to your financial future (and not someone who you throw a pile of poorly kept receipts at once a year). Whats more, technological developments are allowing accountants to have a bigger impact and enhance the client experience at every opportunity. Heres how you can find a great accountant (Finally) ... https://www.northeastwealth.com.au/finding-a-great-accounta

07.01.2022 The choices we make have a big influence on our personal happiness and also on the wellbeing of those we love. They also have a financial impact too. We cover more on this here https://www.northeastwealth.com.au/when-life-changes/

07.01.2022 Is superannaution a mystery to you? Our experience is that many people have very little understanding of their superannuation or how it works, which is a big problem considering it's one of the biggest investments many working Australians will have in their lives. Our Adviser Siobhan is tackling this problem by starting a superannuation series blog to unravel all aspects, so that more Australians are empowered to make informed choices about their money.... Click the link for #1 in the series. #advicewithdirection #superannuation #super #financialliteracy #retirement #retirementplanning #education #wellbeing #financialfreedom

07.01.2022 An exciting day for Northeast with our website going live! A lot of hours went into this baby from some super talented people, so we hope you enjoy exploring You can check it out at www.northeastwealth.com.au ... - - - #northeast #direction #newwebsite #brandlaunch #checkitout ... #finance #money #financialplanner #financialadvisor #findyourway #changeyourdirection #moneymoneymoney #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting See more

06.01.2022 Are you a person who aspires to live life on your own terms and is lacking the financial road map to understand how exactly to reach your goals? Believe it or not, this is an extremely common theme we see regularly income is strong, there might be some investments in place to grow wealth, but what’s lacking is clarity on the next steps that can be taken to optimise your situation and get you to the next level to have more financial independence. ... There’s many reasons this can happen, but one of the biggest is procrastination. We understand why this happens there’s always conflicting goals pulling us in different directions and prioritising your finances might seem like something that you’ll get to ‘when things settle down’ or ‘when the time is right’. The good news is that you don’t need to figure all of this stuff out on your own, all you need to do to set yourself up for success is to speak with a Financial Adviser. The value of holistic financial advice expands far beyond tangible things like how much you saved in fees or what sort of investment return you made for the year; the intangible benefits provide invaluable opportunities to give you more clarity and make you the captain of your ship, including: Ongoing financial coaching and education Elimination of poor spending habits that block you from achieving your goals Improved financial literacy so that you are empowered to level up your finances Less stress and the peace of mind that you’re on track to achieve your version of success A team of experts who know you personally, understand what gets you up in the morning and what you want to achieve, who are available to you whenever you need assistance If you’re ready to move forward financially every month, we’d love to speak with you. Let today be the last that you procrastinate over living life on your terms by chatting to one of the Northeast team. All you need to do is send us a message saying ‘I’m ready’, and we’ll be in touch with you. #advicewithdirection #onwardsandupwards

05.01.2022 Our little man turned one yesterday , meaning that we needed to arrange a cake and the perfect gift (side note: he bloody loves it). It was also time for my wife Lou to return to work, and some big decisions around day care. This Child Care Subsidy calculator was really helpful for us to understand the financial impact of different options, and will also be worth using in the future to make sure were getting our full entitlement. Just follow the prompts, then click on ...Estimate Rate Now under the Child Care Subsidy heading http://ow.ly/D5Rf50jpcZd ... - - - #thisisus #family #firstbirthday #daycare #backtowork #navigatinggovernmentservices #moneygone #northeast #direction #finance #money #financialplanner #financialadvisor #findyourway #changeyourdirection #moneymoneymoney #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting See more

05.01.2022 This afternoon our director James OReilly recorded this vid to outline the impact of COVID-19 on domestic and global markets, plus our take if considering investing right now

05.01.2022 BREAKING NEWS: Looking like statewide lockdown in the next 48hrs. At this stage it appears that all non-essential travel will be banned, which also means no work-related travel unless you are in the lines of work below: supermarkets / convenience stores / petrol stations banks pharmacies ... freight and logistics / home delivery More updates to come.

05.01.2022 It’s the most wonderful time of the year! said no bank account, ever. The impending holiday season is around the corner and whilst we absolutely LOVE Christmas, too often it becomes the ‘silly season’ in the financial sense. If you want to get through the other side without going backwards financially, we have some tips to keep you on track:... Afterpay and credit cards are NOT your friend Rule # 1 - Christmas gifting should NOT put you into debt! Gifts are supposed to bring joy, not financial stress. Afterpay and credit cards are a trap because it lulls us into a sense of false security that we have more money to play with than we actually do. Getting to defer the repayment often results in spending more than you would if the money was deducted directly from your bank account. If you’re thinking to yourself that you have no other option, then this is a wonderful opportunity for you to start setting a savings plan for NEXT Christmas. Secret Santa is your friend! It’s cost effective and it’s fun. Need we say more? Set your budget and stick to it The feeling of embarrassment of spending less than your peers is a far smaller cost than compromising on your financial goals, just for the sake of keeping up with the Jones’. Set your budget and be unwavering on it. Choose home made Use your newfound Covid-DIY skills to give a lovely personal gift with something you’ve made (e.g. jam or ginger bread). Gift with intention How many times have you given a gift out of obligation? Save your money and the environment and say NO to arbitrary gift buying this year. If it’s not meaningful, don’t buy it. Do your research There are sales everywhere, take the time to research some bargains, you could save $00’s in the process. Extra points if you shop locally or support small businesses. We get that that after the weird and socially isolating year we’ve had, the temptation to go a crazy on social time and gift giving is high. Just remember that you can have a fun, meaningful time with your loved ones without blowing out your budget, and you’ll be thanking yourself when you’re starting the new year ready to smash your financial goals. #NortheastWealth

05.01.2022 At Northeast we pride ourselves on taking the time to learn all about YOU. You can be sure that you’ll receive truly personalised, holistic advice. How else can we know that your financial plan is aligned to your life goals? If you want a team in your corner who truly care about helping you to achieve your goals sooner, we’d love to hear from you.... Special thanks to John for this wonderful five star google review! #NortheastWealth #AdviceWithDirection

04.01.2022 Having children is a rite of passage that brings a mix of joy, fulfillment & stress when the financial realities of raising kids become apparent. Heres a few quick financial tips from us about how to manage your financial plan during this important time in your families life https://www.northeastwealth.com.au/planning-finances-growi/

04.01.2022 Its bear season! If youre wanting to get schooled on the recent sharemarket falls, weve got you covered In the below video, our director James OReilly takes you through a clear explanation of the major indicator thats made everyone go bananas, a possible US recession and how the Australian economy is positioned to get through it all. Happy viewing!

04.01.2022 Introducing Julia Sweerts , our new superstar teammate at Northeast! Get to know all the important deets about Julia by watching our video, and let us know if you also agree that a hot dog is not a sandwich - - - #teammate #newteam #toinfinityandbeyond #northeast #direction #finance #money #financialplanner #financialadvisor #findyourway #changeyourdirection #moneymoneymoney #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting

04.01.2022 Is it time to re-balance life and work? If so, weve got great news and bad news for you Bad news first... Rebalancing the work/life equation usually comes with significant financial consequences. The common way to create more of a work/life balance is to reduce working hours, so theres more hours to pursue passions, spend more time with loved ones, take a REAL holiday, do some volunteer work or complete a bucket list item that requires more time, energy and focus. Cutting back working hours, usually means a cut in the weekly paycheque and along with that, sacrifices need to be made to ones lifestyle. Theres usually changes to your tax situation, restrictions to access credit or refinancing (especially on the mortgage) and significant changes to your important investment and retirement plans too. Theres also clear evidence that part-time work offers less job security and predictability than full-time work. So unfortunately, even though a lot of hard-working, high performing and career-driven individuals all over Australia have given serious thought about cutting back the hours spent at the office and working in order to do more life most never do anything about it, because they live in fear of the unknown and what would happen financially if they did so. Heres the good news though There are plenty of other options available to create more of a work/life balance and with a clear, concise and well thought out financial game plan, not only could you minimise the impact, you may even be better off financially than before. If youre seriously considering making changes soon to create more work/life balance, then weve put together a detailed case study that explains how to start creating more work/life balance and create a detailed financial game plan, so you can be confident with making the change without having to worry about the financial impact. To get instant access to the case study, click the link below. https://www.northeastwealth.com.au/case-study

03.01.2022 Very grateful to the Synchron team for Louises hamper, presumably for allowing me present around the National Roadshow in July. Many have heard the saying that behind every great man there is a great woman. My wife is living proof that great women are also found behind very average men. Lovely touch Synchron Aust - - - #northeast #direction #finance #money #whatawife #wifeforthewin #financialplanner #financialadvisor #findyourway #changeyourdirection #moneymoneymoney #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting

03.01.2022 The wealthiest 20% of Australians own 62% of Australias private wealth, and the least wealthy 20% own less than 1%. Check out this infographic from McCrindle for some fascinating breakdowns of the income and wealth in Australia http://ow.ly/5bOu50jpcQq... - - - #Australia #stats #northeast #direction #finance #money #financialplanner #financialadvisor #findyourway #changeyourdirection #moneymoneymoney #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting

02.01.2022 Want a clear run-down of last nights Federal Budget and how it may impact you? Weve got you covered! In this video our adviser James OReilly outlines the big proposals including: What being Back in the black actually means $1,080 Low Income Tax Offset Massive future tax cuts for Aussies... Tax changes for small business Merging superannuation fund changes The upcoming election and its impact on these proposals You also get to see some of James late-night hand-drawn graphs, which can be purchased as limited edition prints for your office or lounge room

02.01.2022 If you have a child that’s heading to kinder this year, you’re in for a treat! (Or maybe more than one treat if you’re looking forward to some ‘me time’ after spending 2020 locked inside with your tiny human ) Kindergarten programs for four-year-olds and eligible three-year-old children in Victorian Government funded services will be free in 2021 as part of the 2020/21 Victorian State Budget. This investment will save families around $2,000 for each child enrolled in a parti...cipating funded kindergarten program in 2021. That’s a win in our books! Click on the link below for more info: https://www.education.vic.gov.au//Pages/freekinder2021.aspx

01.01.2022 Weve been big fans of James Clear for a long time now This is a great weekend read to get you motivated for Monday https://jamesclear.com/how-to-get-motivated ... - - - #northeast #direction #saturday #motivation #weekend #readyformonday #newwebsite #brandlaunch #checkitout #finance #money #financialplanner #financialadvisor #findyourway #changeyourdirection #moneymoneymoney #melbournefinancialplanner #wealthy #livelife #northeastwealth #makeprogress #moneymanagement #invest #makemoney #strategy #goalsetting