Secure Your Future Today with Brisbane's #1 Retirement Planning Service
Establish, protect, and grow your wealth for a safe, secure, and comfortable retirement.
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Trusted Retirement Planning Experts
Meet the Brisbane experts who will help you secure your dream retirement.
We provide wealth and lifestyle solutions designed to help you live your best life now and in the future.
Read on to discover how we can help you achieve the secure, comfortable retirement you deserve.
Award-Winning Service, Exceptional Results
We’re proud to say that we’ve been recognised for being amongst the very best in Australia.
What Does Retirement Planning Mean for You?
Retirement planning ensures you enjoy the best version of your future with security and confidence.
We review your current financial situation, forecast future needs, and optimise your superannuation and investments to create a safe, secure, and comfortable retirement.
The right planning enhances your financial security, allowing you to confidently adapt to life’s changes and enjoy the best quality of life.
Prepare for the Retirement You Deserve
Our comprehensive services cover all aspects of retirement planning, so nothing is left to chance.
We handle everything, from smart investments and superannuation to estate planning and tax efficiency.
We align your financial plans with your long-term retirement goals. Our proactive strategies and time-tested financial principles secure the best outcomes for both your immediate and long-term retirement goals.
Meet Erin, Your Retirement Planning Expert
Learn how we can help you achieve a comfortable, secure retirement with tailored strategies that give you peace of mind and confidence in your financial future.
Ready to take the next step toward securing your financial future? Let us guide you to a better retirement.
Results You Can Trust
At Direct Wealth, our numbers tell the story of trust, experience, and happy clients. With years of dedicated service and countless success stories, we’ve built a reputation for delivering exceptional results.
Why We're Your Best Choice for Retirement Planning
We make retirement planning straightforward and effective, helping you look forward to a secure, comfortable future that aligns with your dreams.
Let us simplify your retirement planning.
Our team provides the expert support and guidance you need to achieve the best outcome, making sure you don’t face complex decisions alone.
Our goal is to make your retirement planning straightforward and effective, so you can look forward to a future that’s secure, comfortable, and aligned with your dreams.
Every retirement dream is unique, and so should be the approach to achieving it.
Our advisors take the time to fully understand your unique retirement goals and financial situation.
Whether your goal is early retirement, building a strong portfolio, or creating your ideal lifestyle, we’ll help make those dreams a reality.
Retirement planning can be overwhelming, but you don’t have to do it alone.
Our advisors make the process simple, so you can enjoy your current lifestyle while preparing for a secure future.
With our guidance, you gain the peace of mind that comes from knowing you’re on track.
See How We’ve Helped Ross & Denise Secure Their Future
We helped Ross and Denise achieve the retirement they dreamed of. Their journey shows how we can help you secure your financial future with confidence.
Want to make the most of your retirement? We can help make it happen.
Read Our Rave Reviews
I would be lost without his help. I have confidence that he has my best interests at heart. I feel lucky that I am in such good hands. It’s really important when you retire, as having someone to advise you on such matters as superannuation because it was too complicated for me.
Ben has been advising me for a few years now and I hope many more years to come. Thanks again Ben.
advised.
They supported us through every stage, offered clear communication, and provided advice that truly worked for our needs. A special shoutout to Stef and Victor for their dedication and follow-through right to the end — we couldn’t have done it without them!
Financial Planner I have experienced. His attention to detail and his guidance is first class. I highly recommend anybody wanting their finances looked with trust and success to engage Andrew. You will enjoy the financial experience for years to come.
Start Planning Your Ideal Retirement Today
Join thousands of clients who have secured their future with confidence and clarity.
Our dedicated team crafts personalized retirement strategies designed to exceed your expectations. From positioning your finances and growing your wealth to securing your future, we’re here to support you every step of the way.
Our goal is to ensure your financial security today and tomorrow, so you can enjoy true peace of mind.
Ready to secure the retirement you deserve? Contact us today to discover how we can help you achieve the retirement you’ve always dreamed of—and more.
Terry L.
“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!“
Let’s Start with a Quick Welcome Chat
This first step comes with no cost or obligation — a quick, no-pressure chat designed to get to know you and your financial needs. This 10-minute conversation is all about helping you feel confident that we’re the right fit.
We’ll answer your questions, share how we can help, and guide you towards the next steps to achieve your goals. Think of it as a friendly introduction to see if we’re aligned.
To get started: Call us directly or fill out the form below, and we’ll be in touch ASAP.
We’re available during these hours:
Monday – Thursday 8AM-5PM
Friday 8AM-12PM
Frequently Asked Questions
1. What is retirement planning, and why do I need it?
Retirement planning helps you secure your financial future by aligning your savings, investments, and lifestyle goals. It ensures that you’re financially prepared for retirement, so you can enjoy the lifestyle you want without stress.
Working with experts can help you make the right decisions and avoid costly mistakes.
2. When should I start planning for retirement?
It’s never too early or too late to start planning. Ideally, the earlier you begin, the more time your savings have to grow.
However, even if you’re close to retirement, a well-structured plan can still make a significant difference in securing your future.
3. What services do you offer for retirement planning?
We offer personalised strategies that cover everything from managing superannuation and investments to estate planning and tax efficiency.
Our goal is to provide you with a comprehensive plan that ensures financial security and peace of mind for the future.
4. How do I know if your services are right for me?
We begin with a no-obligation welcome call where we discuss your retirement goals and financial situation. This allows us to understand your needs and determine if we’re the right fit to help you achieve the retirement you’ve envisioned.
5. What should I expect during the initial consultation?
The first consultation is a simple, pressure-free conversation. We’ll discuss your goals, assess your current financial position, and start outlining a plan tailored to your retirement. You can also ask us any questions to make sure you feel comfortable moving forward.
We take the guesswork out of financial planning, providing personalised strategies to help you build wealth and achieve long-term financial security.
Locations
Brisbane
209D Given Terrace, Paddington Qld 4064
Cairns
Suite 4/345 Sheridan St, Cairns North QLD 4870
Innisfail
Level 2 Centrepoint Arcade, 8 Rankin St, Innisfail QLD 4860
Ipswich
150 Brisbane St, Ipswich QLD 4305
Redcliffe
10/77 Redcliffe Parade, Redcliffe QLD 4020
Sunshine Coast
1/5 Plaza Parade, Maroochydore Qld 4558
Townsville
321 Sturt St, Townsville City QLD 4810
Our Services
At Direct Wealth, we provide a wide range of premium financial services designed to support you at every stage of life.
Whether you’re planning for the future, growing your wealth, preparing for retirement, or simply seeking expert guidance on your financial journey, our dedicated team is here to assist you every step of the way.
Reach out to us today for a friendly chat about how we can help you manage and improve your financial situation.
Copyright © 2025 Direct Wealth Group Pty Ltd, All Rights Reserved. Direct Wealth is a fully owned and operated company of Direct Wealth Pty Ltd. Terms and Conditions. Privacy Policy. Read Our Financial Services Guide and Adviser Profiles. Direct Wealth Pty Ltd (No. 1253660) and Statewide Wealth Pty Ltd (No. 464801) are Corporate Authorised Representatives of Alliance Wealth Pty Ltd AFSL 449221, www.centrepointalliance.com.au/fsg/aw