About Direct Wealth
The financial decisions we make today will have a dramatic effect on your life in the future years to come. We feel it’s important that you have a thorough understanding of the financial opportunities that lay ahead and the concerns that may inhibit you from realising these opportunities. We will assist you in understanding your financial position, identifying risks and concerns and researching comprehensive and personalised financial strategies to ensure you are making the most of your resources.
Direct Wealth will take the time to review every aspect of both your personal and financial situation to ensure we have a clear understanding of your needs. There are a multitude of available strategies that can be employed to ensure you are making the most of your resources. As a result, Direct Wealth has adopted a ‘no stone left unturned’ approach to ensure we can assist you in achieving the best results.
Direct Wealth is a privately owned financial planning firm. We are not aligned to institutions which enables us the unique opportunity to research the market to find the best results for you. Direct Wealth will provide you with well thought out, easy to understand and transparent financial advice so you can rest assured knowing your interests are our number one focus.
Direct Wealth can happily assist clients throughout the Brisbane area and we are based throughout Toowong, Milton, Paddington, Auchenflower, Rosalie, Bardon and Red Hill.