Northeast Wealth Ringwood 175 Maroondah Highway, Ringwood, Victoria 3134

"My partner and I have found Siobhan, Marnie, Alex, and the team at Northeast a pleasure to work with. Northeast have helped us organise our finances, and developed a plan based around our financial and life goals. Looking forward to working with Northeast into the future."

"A year ago, I was looking for a financial consultant and came across a website that listed The Best Financial Advisors & Planners In Melbourne and Siobhan's name stood out to me. I wanted to do a thorough review of my situation and get my superannuation, insurance and other financials sorted as well. From the being, her approach was really systematic and took me through a lot of details of what our journey together would look like. After all my questions were answered to my satisfaction, she worked closely with me to come up with a plan by understanding the as-is situation, not just the financial but professional and personal life goals - the discovery process was really helpful for me to do the self-reflection as well. Once the plan was finalised and implementation started, Marnie worked closely with me and efficiently set up the suggestions proposed. As part of our regular check-ins, Siobhan and I reflect on what we can do more or less which also makes sure I am making informed decisions based on the current situation. Of course, the investment options that were suggested to me are good but most importantly I was kept in the loop every step of the way to help me understand the details of everything. I am really glad that I came across Northeast and engaged with them early this year. As I tick off a major goal this year, I have already seen good results in my financial well-being. The support, patience and guidance I experienced throughout the process are genuinely appreciated. Siobhan and Marnie are always approachable and willing to listen to any ideas or concerns that I have. Shout out to Camille for her amazing help too. All in all, I highly recommend Siobhan as a financial adviser."

"Our finances are important to us, we needed a team who is knowledgable, responsive and Patient to explain everything to us. Siobhan and Marnie worked with us to help us set our goals short and long. We are extremely happy with the service and would recommend Northeast wealth. Deb & Mark Patman"

"We have been clients of Northeast Wealth for a year and the weight the team has taken from our shoulders is worth every penny. We have gone from feeling anxious about our finances to financially sound. We've budgeted, diversified shares, invested in our child's education and we have adequate funds left over to renovate, holiday and pay for everything are need. We have our insurance, super and wills sorted. It's been such a freeing experience"