5 Over 106 Reviews
Dreaming about your ideal financial future? We can help.

Financial Advisor

100+ 5-Star Reviews & 8 years of excellence. Choose our team of experienced financial advisors to get trusted guidance, genuine care & ongoing support.

We will help you establish, protect & grow your wealth.

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.

Our clients adore us, and we've got the awards to prove it.

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 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, personal growth, and well-being.

This balance isn’t just about numbers; it’s the key to chasing your dreams and savouring life’s richness.

Where certainty is

Living for now and then

Adopting a balanced approach to live 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 goals, challenges, and opportunities that arise along the way.

The numbers

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Years of outstanding service
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Happy & successful clients
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Funds under management

Better wealth, better life

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

Get a personalised roadmap to the retirement you deserve. 

Secure a better standard of living in your retirement. 

Structure your portfolio with the right investment options. 

Don’t get caught without complete protection for your wealth and financial well-being. 

The right decisions can minimise the cost of debt, giving you more financial freedom with significant savings. 

Enjoy complete peace of mind, knowing that your wishes are fulfilled and your loved ones are protected. 

A tailored budget helps you stay on track while giving you the freedom to enjoy life.

We simplify the challenging process and ongoing obligations of managing your SMSF.

Read our Rave Reviews

These aren’t curated reviews; they’re 100% genuine.
5 Over 106 Reviews
google
Ben from Direct Wealth went above and beyond in handling my wife prior to her passing
I have met with Ben in several occasions since Linda’s passing and I could not be more grateful and impressed with Bens handling of the Estate of my wife’s financial affairs
I met with Ben today 09/01/2024 and I have no other words to explain how Bens work in preparing my wife’s affairs to be transferred as noted within the wishes of my dearly departed wife of over 50 years together Bens work ethics and delivery is extremely professional
google
We came to Lyle at Direct Wealth not knowing where our next financial step in life would go. With Lyle’s help, we are now looking forward to a comfortable retirement. He is very knowledgeable, and we highly recommend Lyle at Direct Wealth.
google
Working with Erin from Direct Wealth, I can’t speak more highly. Erin is extremely knowledgeable and informative with a fantastic demeanour – not bothered by all of my questions. I originally went to look at investment advice and options, but Erin has gone the extra mile and provided additional financial wellbeing enhancements which I’m excited about! Feels like I’m in good hands and excited to work with Erin and the Direct Wealth team.
google
Had my first meeting with Greg and Simon today.
Very professional and answered all my questions with the exact details I was looking for in a financial team.
Other companies beat around the bush.
Really friendly and down to earth team.
This is my 3rd meeting this week with a advisory firm.
Should have just contacted them first
google
I highly recommend speaking with Erin if you’re seeking a Financial Advisor. She is knowledgeable, an excellent communicator and honest. She listened to my circumstances and tailored a plan to my needs.
google
Russell & I met with Erin just recently. We find Erin very easy to talk to and she listens to us to give us the best advise. We are now in our next stage of life and Erin has provided us with excellent advise on how to move forward so we can enjoy our retirement without any worry. We cant recommend Erin highly enough for anybody looking for Financial Guidance.
google
Natalie, has given me exceptional support and service. I could not have done it without her. She has always been a ph call away, and nothing is to much bother. I am so grateful her advice and knowledge when it comes to finances. Thank you Natalie.
google
My partner and I have recommended Erin to family and friends. We highly recommend her for her financial planning services. If you have been thinking about a financial planning service, make the call. We wish we had done it sooner!

Erin is authentic, knowledgeable and personable. The entire Direct Wealth team have been incredible to deal with during the process. Erin takes the time to ensure we are well-informed so we feel empowered in our decision making around our wealth management and financial planning. We feel so prepared for our financial future and it’s exciting!
google
Erin is very approachable and patient. She took time to understand our goals and built a customised plan for us. She walked us through it in a way that was easy to understand and allowed us to move forward at our pace.
google
Natalie is always available to help Sherry and I with accurate and timely support when ever we need help. Over the last couple of years it has been very trying for us with dealing with all the red tape with our personal issues and Natalie has always been caring, supportive and a great support to us one that we could not have continued without and we both thank her and the team from the bottom of our hearts.
Thanks Richard 😀
google
Our friends recommended Direct Wealth to us through their own experience of dealing with them.

We contacted Direct Wealth and our financial advisor was Sam Dwight. Upon meeting Sam we immediately felt relaxed and comfortable with his advice.

We found Sam to be very professional, caring and knowledgeable to assist us with our retirement and superannuation goals. He was always available and quickly responded to any questions or concerns we had.
We would highly recommend Direct Wealth and Sam Dwight.
Frank and Coral
google
My wife and I found direct wealth excellent to work with and we would highly recommend them for any financial needs whatsoever. A special mention to Kirsty who did everything for us and made the whole process very simple and Jasmine in the office who very efficient in sending all our paperwork and ensuring we were aware of each process.

it's your journey

Our team is dedicated to helping you achieve your ideal balance between life and wealth.

These are the 6 phases of the process:
  • Discover

Get to know us and ask some questions with a quick, obligation-free phone call. 

  • Understand

We get into the detail: where you’re at, where you want to be, and how we can help you get there. 

  • Create

Your new financial plan provides a personalised roadmap to your financial goals.

  • Implement

We do all of the heavy lifting, to make putting your plan into action as easy as possible.   

  • Maintain

With the right plan, your finances should continue to do what they need to, so you don’t have to worry.  

  • Enjoy

You get to enjoy the life you’ve worked hard for.

Congratulations! You deserve it!

a you-centric approach

You come first in everything we do. 

While many of our clients have similar objectives, our process is completely tailored to you, so you receive a personalised outcome.

Here’s how we focus on you throughout the process: 

Picture this: a future tailored just for you, where each day is a step closer to the life you’ve always dreamt of. 

It’s a future shaped by your hard work, your aspirations, and the joy of life’s next chapter. A life where financial security and peace of mind are not just goals, but your reality.

With a personal touch and a deep understanding of your unique story, we’ll navigate the path to a future that’s not only secure, but also rich with meaning.

Your aspirations, your plans, your dreams – they’re all within reach.

With the right financial planning, your golden years can be the best years. 

YOUR
DREAM LIFE
IS WAITING

A picture of a happy older couple dancing in their kitchen

“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.”

Kylie Davis

Satisfied Client

5 Over 106 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! 

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Frequently Asked Questions

Rarely does someone come to us wanting to build wealth to never touch it! Our clients usually have financial goals that are connected to life goals – our main purpose is to figure out what kind of life you want to live and work with you to make this a reality.

You have the opportunity to discuss what you want to achieve with your life, then understand how our process works and how we think we can help for you to decide if Direct Wealth is right for you.

After that, it’s making sure everything stays on track and your finances continue to work hard for you throughout the years. It’s continuing to provide you with ongoing confidence and peace of mind you are on track, or are taking the right steps when things don’t quite go as planned.

Our clients tell us feeling comfortable about retirement is mainly about knowing ‘can I retire when I want and have enough for long enough?!’

‘Enough’ is different for everyone and change as your situation changes over time.We can also impact ‘Enough’ by proactively suggesting strategies to not only maximise the years leading into your retirement, but the decades prior to this so you aren’t left wanting with no time to act.

We complete and provide you with detailed financial projections, giving insight into what kind of life you can expect to live, making sure there is enough to last and you don’t fall short, or what options are available to you if there is a gap.

All of this is provided in a way to balance the life you want to live tomorrow without sacrificing the life you want today.

Typically, financial planners love to show portfolio reports and take inventory of your current assets & liabilities with little discussion as to how this actually impacts your life for better or worse.

Our focus is on providing regular progress updates to you celebrate your successes, make course corrections if things have changed or aren’t important to you now and proactively review your financial products and strategies.

All of this is to provide you a sense of working towards an outcome rather than just talking about it while recognising just how far you’ve come along the way.

Absolutely! Protecting your wealth and passing it on is as important as building it in the first place. And, where specialist estate planning advice is needed, we can ensure you talk to the right people for seamless communication & aligned intentions.

That’s easy; click below and one of our team members will be in contact to being your journey. This is obligation-free and you can ask us some questions to see how Direct Wealth can help you.