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5 Over 167 Reviews

Establish, Protect & Grow Your Wealth with Australia's #1 Financial Advisors

Get the trusted guidance, genuine care & ongoing support you need to successfully manage your finances.

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5-Star Financial Planners

Welcome! And thanks for stopping by. You’ve found your new team of financial advisors, and we’re here to give you valuable financial advice.

Our solutions for life and wealth are designed to help you live well, both now and in the future.

Read on to learn a little bit about us, what we can do for you, and how we can help you get to where you want to be.

Award-Winning Service, Exceptional Results

We’re proud to say that we’ve been recognised for being amongst the best in Australia. 

Finding Certainty

We believe that true wealth goes beyond monetary gains; it encompasses a balanced life. Our goal is to provide you with the confidence and peace of mind you need to navigate the ever-changing landscape of life.

Where certainty is

Achieving the Right Balance

Finding the sweet spot between life and wealth can be a game-changer, melting away financial stress and bringing peace.

A balanced financial plan allows you to focus on what truly counts – family, friends, health, and wellbeing.

Where certainty is

Living in the Moment

Living for today while planning for tomorrow brings financial peace of mind.

With a secure future in the works, you can enjoy today’s life while feeling prepared for what’s ahead.

Where certainty is

Embracing Change

Life’s turning points provide an opportunity to reassess. These moments of clarity remind us of what’s truly important. 

With our support, you can easily and confidently adapt your plan to accommodate new happenings, challenges, and opportunities that arise along the way.

Our Success in Numbers

With years of dedicated service, a wealth of experience, and countless happy clients, we’ve built a reputation for trust and excellence. Here’s a look at what we’ve achieved:

Years of outstanding service
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Happy & successful clients
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Years of collective experience
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Funds under management
$ 0 B+

What Can Working with a Financial Advisor Do for You?

Partnering with our financial advisors can help you take control of your financial future and elevate your overall well-being.

We provide the guidance and expert insight needed to confidently navigate your financial decisions. Whether it’s simplifying complex matters, offering tailored advice, or helping you make informed choices, we’re here to support you every step of the way.

Our advisors take the time to truly understand your unique financial circumstances. This personalised approach allows us to create strategies that align with your specific goals, ensuring that each step you take is purposeful and effective.

With us by your side, you can move forward with confidence, knowing that your finances are being managed with care and precision.

Terry L.

Satisfied Client

“Many thanks to the team at Direct Wealth for keeping us on track with regards to our financial goals.

They have been managing our financial affairs for many years now and we would not be in the great position that we are in, going into retirement, without their ongoing expert advice and successful strategies to maximise wealth.

Highly recommended!

We'll Help You Establish, Protect and Grow Your Wealth

Our tailored advice is customised to fit your unique needs and goals, ensuring you remain on track for success.

From making everyday financial decisions, to crafting complex strategies, we cover all aspects of financial management.

Whether you need immediate assistance or are planning for the future, we’re here to support you at every step, with the goal of helping you achieve the best possible financial outcomes.

Here’s just three of the ways we can help you: 

1. Simplify Complex Financial Situations

If you’re dealing with significant life changes or struggling to keep up with managing your wealth, we’re here to make things easier:

  • Managing increasingly complex or time-consuming finances.
  • Navigating major life changes with expert financial guidance.
  • Giving you back time and energy to focus on what matters most.

2. Find the Right Financial Path

No matter your stage in life, our tailored financial advisory services are designed to help you achieve your goals:

  • Building wealth and securing your financial future.
  • Recently married, started a family, or received a lump sum to invest.
  • Growing your career and setting clear financial goals to stay ahead.
  • Planning your first major financial move with an advisor you can trust.

3. Achieve Better Financial Outcomes

We’ll help you improve your financial position, giving you more freedom to live life on your terms. Our services focus on:

  • Growing your wealth to unlock financial freedom.
  • Providing tailored strategies to optimise your financial position.
  • Helping you leave a legacy for future generations.

Watch These Real Success Stories

Discover the experiences of those who’ve partnered with us on their financial journeys. Our clients’ stories speak to the trust and confidence they’ve placed in us — and the meaningful outcomes we’ve helped them achieve.

Brooke & Justin

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Ross & Denise

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Sarah

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Kate

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Making Your Financial Journey Simple and Stress-Free

We simplify your financial journey with personalised advice and a range of top-tier support services. With our guidance, you’ll feel confident and supported every step of the way. Here’s why you should choose our service:

Your financial situation is unique, and so is the advice we provide.

We take the time to understand your goals and design a plan that fits your life perfectly.

Our team of financial experts is here to help you make the best choices.

You get access to professional knowledge, insights, and support when you need it most.

Managing finances can be overwhelming, but you don’t have to do it alone.

With our support, you can enjoy peace of mind knowing your financial future is in safe hands.

Better Wealth, Better Life

Our fine selection of financial advisor services is designed to harmonise your life and financial well-being. 

With our expertise, we guide you through each decision, making the complex world of finance simple and approachable.

Explore our comprehensive range of services to find the right solutions tailored to your needs, ensuring you have everything you need at every stage of your journey. 

Read Our Rave Reviews

These aren’t curated reviews; they’re 100% genuine.
5 Over 167 Reviews
google
I had a fantastic experience with Direct Wealth! From the very beginning, I felt comfortable with the entire process. Kirsty and the team were professional, knowledgeable, and always available to answer my questions. They took the time to understand my needs and provided tailored advice that I could trust. I highly recommend Direct Wealth to anyone looking for expert financial guidance. Thank you for your exceptional service.
google
We have been working with Brett for some years. We first met Brett when we were in need of assistance with super and he helped us navigate our way to the happy future we have today. We have since undertaken full financial planning with Direct Wealth and we are immensely pleased with the guidance and advice. I could not recommend a better financial planner to assist manage your future.
google
We have been a client for many years and would highly recommend. Kirsty goes above and beyond to assist and makes you feel extremely comfortable and have peace of minds that you are in good hands.
google
Sam & the Redcliffe team are amazing, they have managed my finances so well I can retire 2yrs earlier than expected.
Cannot recommend them highly enough.
google
Very knowledgeable and experienced team. Provided very professional advice & information & I would highly recommend.
google
When it comes to financial advice and strategies to set you up for the future, Luke Youd and his team are the only choice.
google
I’d give more stars if I could…the best service ever! Caillin and Ben H. went above and beyond for me…I couldn’t be happier! Thanks so much for all your hard work! I would highly recommend Direct Wealth…especially Ben and Caillin!
google
Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
google
My wife and I have had Lyle as a financial advisor for a number of years and watched our portfolio grow. Lyle consistently provides us with excellent advice and his communication is outstanding. He provides us with constant support with the correct guidance extremely quickly when needed.
I have recommended many personnel to Lyle. The feedback I obtain from these personnel is that Lyle is excellent.
google
Excellent service since the takeover from Peter Jordan, all quire’s handled with professional care and help towards my Superannuation fund.
Cheers Gary Smith.
google
I highly recommend Ben Marlow at Direct Wealth. Ben consistently provides outstanding financial advice. His guidance is always timely and informed. He’s been an invaluable partner in navigating our financial journey, offering tailored advice that perfectly suits our current situation. Thanks Ben!
google
I was impressed with the level of service and knowledge Lyle and the office team offered me for the obtaining of my first home loan!
Overall, the financial advice I received was invaluable in securing my first home loan! I highly recommend calling Sally to arrange an appointment with Lyle for a master in professional advice for any significant financial commitment or goal!
google
Luke Youd is a quiet genius when it comes to financial affairs. He has an excellent knowledge of tax, legal and Centrelink requirements. He is a huge asset to us in assisting our clients achieve their financial goals. Thanks Luke!
google
Since changing over from another Financial Advisor to Direct Wealth two years ago I find them to be a very professional and knowledgeable business. I recently had my yearly review with Ben, and I was very impressed with the way my finances are being looked after. I look forward to my next review. I would certainly recommend Direct Wealth to any interested prospective client.
google
Direct Wealth have always had a fantastic, client focused, efficient relationship with their clients, and we are very happy with the way that they interact and work with us to ensure a safe, secure, profitable outcome for us in our retirement.
Their client service is a personal relationship which suits the way we prefer to operate, but it makes our financial planning very easy, yet driven by a professional commitment to best practice in their field.
We are very happy to be clients of Direct Wealth.
google
The Direct Wealth team were a pleasure to deal with. Kirsty was efficient and extremely flexible with fitting in around my work schedule.

Kirsty broke everything down and made the entire process seamless. Kirsty communicated everything clearly and walked me through step by step which I am so thankful for.

I couldn’t recommend highly enough!
google
Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
google
I had the pleasure of working with Ben for my financial planning needs, and I can’t recommend him highly enough. From the outset, Ben demonstrated a deep understanding of financial strategies and an impressive ability to tailor his advice to my personal situation. His approach is thorough, clear, and remarkably effective.

Ben took the time to explain complex concepts in a way that was easy to understand and always made sure I was comfortable with each decision. His attention to detail and proactive communication helped me feel confident about my financial future.
google
Was my first time seeing a financial advisor and Luke make this process easy and straightforward he was down to earth and realistic, he listened to my dreams and business ideas and he has already in a few days put together the plan for me to get my goals.
I would highly recommend Luke to anyone who is looking to better there financial future.
google
my wife and myself were introduced to Ben Marlow of Direct Wealth for a discussion on looking after our superannuation & pension requirements. I was a little doubtful at first as the fund i was with was performing ok for me. Ben gave us his background on financial planning and we had a second meeting with Ben. After this meeting my wife and myself decided to let Direct Wealth look after our finances. We could not be more pleased with our switch to Direct Wealth as the team there are so helpful and keeping us informed on our financial matters. I would recommend to anyone Direct Wealth for looking after their financial planning.
google
My husband and I couldn’t recommend Luke highly enough to look after your financial dealings for your retirement. We feel in good hands with his vast knowledge and his amazing ability to provide us with prompt advice. Luke is astute and has great personality, our catch-ups are never boring 😊
google
Up until meeting Erin, I wasn’t at all confident with the advice given to me by other advisors. The Financial modelling particularly gave me piece of mind that I will be ok far into the future. Erin also had great understanding and empathy for my past experiences. As a woman, for me, this was a critical component for trusting her advice. I simply can’t recommend her highly enough. She is also just a lovely human being 🙂
google
Our association with Luke Youd began around 5 years ago. His advice, guidance and expertise has steered us safely, successfully and profitably to a great semi retired lifestyle, arguably, 10 years or potentially more, ahead of schedule. We count ourselves very fortunate to have Luke in our corner. He has our sincerest thanks. If there were more stars we’d click everyone of them.
google
My wife and I met with Kirsty and she made us feel at ease with explaining how she would invest our money for retirement and resolved concerns we had. Kirsty was very thorough and made us feel comfortable with our decision to utilise Direct Wealth.
google
We had a great experience with our last visit, now that hubby is 67yrs of age, they guided us in a few ways to repay our 2 loans. We couldn’t be happier and alot less stress considering, Warren couldn’t receive his full pension because I’m still working. We highly recommend Direct Wealth to anyone who wants financial advice of any kind. Very professional and understanding. Many thanks to Peter for many years and to Jason, who is now looking after us.
Cheers, Ronona and Warren Cuffe
google
Just started with this company and my adviser is Erin. So far I like everything about them and her- very friendly, relatable, down-to-earth and approachable. I am glad I found them and looking forward to see what comes next!
google
I have used these people for a couple of years now i have just entered retirement they helped my transition to retirement run very smooth.
google
Initial chat with Ben. Found him very patient, knowledgeable, and easy to talk to. Ben also came across as proactive – when presented non-financial industry information relating to an industry specific risk in a space that was removed from the finance industry, and that he wasn’t previously aware of – Ben indicated that he would go away and investigate that further risk so he could be informed for his other clients. Ben followed through on call times, and emails when he said he would send them. Cannot comment on the service beyond that. Would recommend as someone who was approachable and easy to talk to.
google
My wife Jackie & I have recently completed an annual review with Kirsty. Whilst we have been looked after by Kirsty for a few years now we continue to be impressed with her knowledge, professionalism & lovely outgoing manner. We would also like to add that the support & office staff at Direct Wealth appear to be of the same high standard.
google
Can’t speak highly enough of the advise that Joel & the team at Direct Wealth have supplied. Joel is always available when we need to contact him & answers our questions with ease. We have delt in the past with other super companies & have found Direct Wealth the easiest & most professional to deal with, we have no hesitation in recommending Joel & Direct Wealth to our friends & family.
google
I can’t speak highly enough about Luke. Luke has taken the time to understand our situation and our goals. Luke has a deep knowledge of the market and has an ability to explain complex financial concepts in a way that is easy to understand. Luke is always available to answer any questions we have.
google
Over the course of about 3 years we have become so comfortable with Luke we feel like we are talking to family when we meet. Luke has been honest and straight forward from when we first met and has certainly led us in the right direction in preparation for retirement. Luke always responds quickly when we have a query and is very patient with our quirky ideas. We are very grateful for our relationship with Luke.
google
Our circumstances changed and we needed advice fast. Lyle took the worry and panic away by setting up our portfolio to ensure our future is protected.
Lyle is professional, courteous and truly cares about his clients. His knowledge is exceptional and he is efficient.
Our family has total trust in Lyle and the team at Direct Wealth, knowing that they have our best interests in mind.
google
We have been under the financial guidance of Kirsty for our future plans . At first it was such a daunting decision but Kirsty was happy to explain and answer all of our questions in a friendly and open manner. We are very happy to be with the team at Direct Wealth.
google
I had an excellent experience with Direct Wealth and Kirsty in setting up my personal insurances. The team are incredibly knowledgeable and took the time to understand my unique needs and circumstances. She explained all my options clearly and helped me choose the best coverage to protect myself and my family. The process was seamless, and I felt confident and well-informed every step of the way.
google
I recently had an initial meeting with Sam Dwight at Direct Wealth, and I couldn’t be more pleased. I’ve always approached financial planning with some caution, but Sam’s approach immediately eased my concerns. He took the time to genuinely understand my personal circumstances, financial goals, and concerns without rushing into advice. Sam was incredibly friendly, courteous, and professional, making me feel comfortable and heard. His transparency and honesty came through at every step, and I left feeling confident about the next steps. I highly recommend Direct Wealth and in particular Sam to anyone seeking thoughtful, trustworthy financial guidance.
google
Ben Marlow was initially thrust upon us after the amalgamation of our accountants with Direct Wealth and this is without doubt one of the best financial outcomes to have happened to my wife and I. Initially I was sceptical of his enthusiasm and apparent desire to nurture and improve our financial stability moving towards retirement. Ben has tailored his communication style to not only be relatable to us but also educational and has further embedded our trust in his advice with proven outcomes. I would absolutely recommend Ben to any prospective client.
google
Thanks Luke -We are very happy with the past seven years of financial recommendations.
We have worked together to plan our transition to retirement and now this is coming to fruition. So grateful for your assistance.
Your knowledge regarding Centerlink has also been very helpful.
google
More than happy with Ben’s service. Worked with him for 3 years planning retirement, and I’m now making the transition next month! Very excited and looking forward to working with Direct Wealth moving forward!
google
I recently had a follow up meeting with Luke Youd who has now joined the Direct Wealth team. As usual the meeting with Luke was very informative and he is always generous with his time to explain things to me – regardless of how obscure my questions might be.

I have great confidence in my dealings with Luke going forward and also with the friendly Direct Wealth staff in general, who are helpful and proactive with their communications with their clients.
google
Ben Marlow from Direct Wealth has been a sound financial advisor for me and my wife for multiple years. Ben’s positive attitude, willingness to adapt and understanding of the financial system have helped us greatly. I highly recommend using Ben and his team.
google
Sam and Ella were excellent in providing general information for my parents who are looking to retire. Whilst we aren’t at the stage to utilise the service we are very impressed by their professionalism and genuine care.

For the Best Financial Advice, Choose Brisbane's Leading Financial Experts

Our team is dedicated to crafting personalised financial strategies that not only meet but exceed our client’s expectations. 

Whether it’s positioning your finances, growing your wealth, or planning for the future, we’re here to support you at every step. 

Our goal is to make sure your today and tomorrow are financially safe, secure, and comfortable, so you can enjoy true peace of mind. 

Contact us today to get started. We’re looking forward to meeting you!

Kylie D.

Satisfied Client

“I have been a client of Direct Wealth for many years now, including a number of years when I lived overseas.

They offer prompt, thorough and up to date services with a level of communication that reflects your financial position and journey.

Any products or services (eg income protection insurance, accounting) they have referred me to have also been as professional and high quality as Direct Wealth’s services.

I often recommend Direct Wealth to my family and friends.”

5 Over 167 Reviews

Ready to start your journey?

The first step is an easy welcome call. This quick and painless chat is all about getting to know one another. You can ask questions and get a feel for whether we’re right for you. 

To get started, simply fill out the form and we’ll be in touch ASAP.

We’re looking forward to meeting you! 

Frequently Asked Questions

A financial advisor helps you manage your finances by providing expert advice on investments, retirement planning, estate planning, tax strategies, and more. They assess your financial situation, understand your goals, and create tailored strategies to help you achieve financial success.

Advisors can also assist with budgeting, debt management, and insurance planning, ensuring that every aspect of your financial life is well-coordinated and aligned with your long-term objectives.

The terms financial advisor and financial planner are often used interchangeably. Both offer financial advice and create comprehensive financial plans that cover budgeting, savings, insurance, investments, and retirement planning.

Essentially, they help you manage your overall financial health and achieve your financial goals.

Whether you need help with specific financial issues or a holistic financial strategy, both professionals can provide valuable guidance tailored to your needs.

 

Hiring a financial advisor provides you with expert knowledge, personalised strategies, and peace of mind. They help you make informed financial decisions, avoid costly mistakes, and stay on track to achieve your financial goals.

Advisors offer objective advice based on your unique situation and can help you navigate complex financial decisions, from investment choices to retirement planning. Their ongoing support ensures that your financial plan adapts as your circumstances change, keeping you on the path to success.

Look for a financial advisor with relevant qualifications, experience, and a good reputation. Check their certifications, ask for referrals, and ensure they have a clear fee structure.

It’s important to find someone you trust and feel comfortable working with. Consider meeting with several advisors to compare their approaches and determine who best understands your needs and goals.

A good advisor will listen to your concerns, explain their recommendations clearly, and be transparent about their fees and services.

 

Financial planners should have certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).

They should also have experience in the financial planning industry and a good track record of helping clients achieve their financial goals.

Additionally, look for membership in professional organisations like the Financial Planning Association (FPA), which indicates a commitment to ongoing education and adherence to ethical standards.

Financial advisors can be paid through various methods, including commissions, fees, or a combination of both. Some charge a flat fee or an hourly rate, while others earn a percentage of the assets they manage for you.

It’s important to understand their fee structure before engaging their services. Fee-only advisors, who are compensated solely by their clients, may offer more objective advice.

Make sure you discuss and understand all costs involved to avoid any surprises and ensure that the advisor’s interests are aligned with yours.

During your first meeting, the financial advisor will discuss your financial goals, assess your current financial situation, and explain how they can help you. They will gather information about your income, expenses, assets, liabilities, and risk tolerance to create a personalised financial plan.

This initial consultation is also an opportunity for you to ask questions and evaluate whether the advisor’s approach aligns with your needs.

By the end of the meeting, you should have a clear understanding of the next steps and how the advisor plans to help you achieve your financial objectives.

 

Yes, financial advisors are experts in retirement planning. They can help you determine how much you need to save, choose the right investment strategies, and create a plan to ensure you have enough income to maintain your lifestyle in retirement.

Advisors consider factors such as your desired retirement age, expected living expenses, and potential healthcare costs.

They can also guide you on optimising superannuation contributions, managing pension withdrawals, and ensuring your retirement income lasts throughout your lifetime.

 

A fiduciary financial advisor is legally obligated to act in your best interest. They must provide advice and recommendations that benefit you, rather than being influenced by commissions or other incentives.

It’s important to work with a fiduciary to ensure unbiased advice. Fiduciaries are held to a higher standard of conduct, meaning they must disclose any potential conflicts of interest and strive to place your needs above their own.

This commitment to transparency and integrity provides an extra layer of trust and protection for your financial planning.

The frequency of meetings with your financial advisor depends on your needs and financial situation.

Typically, meeting at least once a year is recommended to review your financial plan and make any necessary adjustments. More frequent meetings may be needed during major life changes or market fluctuations.

Regular check-ins help ensure your financial strategy remains aligned with your goals and allows your advisor to address any new challenges or opportunities that arise.

Financial planning helps you set and achieve financial goals, manage your money more effectively, and prepare for the future. It provides a clear roadmap for your finances, reduces financial stress, and increases your confidence in making financial decisions.

A well-structured financial plan can improve your financial security, enhance your ability to weather economic downturns, and ensure you have the resources needed for major life events, such as buying a home, funding education, or enjoying a comfortable retirement.

A financial planner can assess your risk tolerance, investment goals, and time horizon to create a diversified investment portfolio. They provide ongoing monitoring and adjustments to ensure your investments align with your financial objectives and market conditions.

Planners can also offer insights into tax-efficient investment options, help you avoid common investment pitfalls, and guide you through market volatility, ensuring your portfolio remains balanced and positioned for long-term growth.

Yes, financial advisors can help you develop tax-efficient strategies to minimise your tax liability. They can advise on tax-advantaged accounts, deductions, credits, and other tax-saving opportunities.

By understanding your financial situation and goals, advisors can recommend strategies such as optimising superannuation contributions, timing asset sales, and utilising tax-effective investment structures.

Effective tax planning can enhance your overall financial health and help you retain more of your hard-earned money.

 

Financial advisors can help you create an estate plan to ensure your assets are distributed according to your wishes. They can assist with setting up wills, trusts, and other estate planning tools to protect your legacy and provide for your loved ones.

Advisors work with you to address important considerations such as beneficiary designations, tax implications, and strategies to minimise estate taxes.

By developing a comprehensive estate plan, you can ensure that your wealth is preserved and passed on in a manner that reflects your values and intentions.

Yes, financial planners can provide strategies to manage and reduce debt. They can help you create a debt repayment plan, consolidate debts, and improve your credit score.

Planners can also offer advice on balancing debt repayment with other financial goals, such as saving for retirement or building an emergency fund.

By developing a structured approach to debt management, you can reduce financial stress, lower interest costs, and improve your overall financial health.

 

Financial advisors can assist small business owners with various financial aspects, including business planning, tax strategies, retirement plans for employees, and succession planning. They help ensure the financial health and growth of the business.

Advisors can also provide guidance on cash flow management, risk management, and investment strategies tailored to the unique needs of small business owners.

By working with an advisor, business owners can make informed decisions that support both their personal and business financial goals.

 

During market volatility, a financial advisor provides guidance to help you stay focused on your long-term goals. They can adjust your investment strategy, provide reassurance, and help you avoid making emotional decisions that could negatively impact your financial plan.

Advisors offer perspective and insights based on their experience and knowledge, helping you navigate uncertain times with confidence.

By maintaining a disciplined approach, you can stay on track to achieve your financial objectives despite short-term market fluctuations.

 

Financial advisors stay updated through continuous education, industry certifications, professional associations, and financial news. They regularly attend seminars, workshops, and conferences to keep abreast of the latest trends and regulatory changes.

Advisors also leverage research from reputable financial institutions and maintain memberships in professional organisations, ensuring they have access to the most current information and best practices in the industry.

Yes, financial advisors can assess your insurance needs and recommend appropriate coverage. They can help you choose life insurance, disability insurance, and other policies to protect your financial well-being.

Advisors evaluate your risks and suggest insurance solutions that provide adequate protection for you and your family.

By integrating insurance planning with your overall financial strategy, advisors help ensure you are prepared for life’s uncertainties and can maintain financial stability in the face of unexpected events.

For your first meeting, bring documents such as recent pay stubs, tax returns, account statements, investment records, and information about your income, expenses, assets, and liabilities. This information will help the advisor create a comprehensive financial plan for you.

Additionally, consider bringing any relevant insurance policies, estate planning documents, and a list of your financial goals and concerns.

Being well-prepared will enable the advisor to gain a thorough understanding of your financial situation and provide more effective guidance.