Sorting out your finances shouldn’t feel stressful. At Direct Wealth, you’re supported by real people who want to help you make confident decisions with your money.
When you come to us for financial advice in Ipswich, you can count on straight answers, honest conversations, and guidance that genuinely fits your life and goals.
Whether you’re making decisions for today or planning the next stage of life, we’re here with guidance that’s clear and down-to-earth.
We’re proud to be recognised — but what matters most is the trust our clients place in us every day.
We’re here to help you feel confident about your money and the choices ahead. Whether you’re getting organised, planning for retirement, or simply wanting more clarity, we’ll guide you through:
No matter where you’re starting from, our aim is simple: to make managing your money feel lighter and far less complicated.
Our approach to financial planning is designed to feel supportive, straightforward, and personal — shaped around what matters most to you.
It’s a clear, proven process — personalised for you, and designed to help you feel in control.
Brooke and Justin came to us wanting clarity and a shared direction for their finances. We aligned their goals, optimised their super and insurance arrangements, and helped them put a long-term plan in place.
They now feel confident, secure, and moving forward together.
These reviews are carefully collated from all of our office locations and reflect the real experiences of our valued clients. You can also find reviews for our Ipswich office on our local Google listing: Direct Wealth – Financial Advisor Ipswich.
Our Ipswich financial advice is designed to give you practical, easy-to-understand support — so you always know what to expect when you work with us.
We’ll help you set meaningful goals, build a plan that suits your lifestyle, and adjust things as life evolves.
Straightforward, personalised strategies to grow your wealth and help your super and investments work smarter for your future.
Protect the people and things that matter most with insurance recommendations tailored to your needs — not off-the-shelf products.
Shape the retirement lifestyle you’re aiming for with step-by-step guidance that helps you feel confident about the years ahead.
Meet the people who’ll be in your corner — guiding you toward smarter financial decisions at every stage of life.
Our Ipswich advisers bring deep experience, but what our clients value most is the genuine care, honesty, and clarity we bring to every conversation. We take the time to understand what matters to you, so we can help you build a financial future that feels steady, achievable, and right for your goals.
Our expert Ipswich financial advisors are here to help you take control of your financial future with personalised strategies tailored to your goals.
We make sure you feel financially secure today and confident about tomorrow.
Let’s get started — reach out now and take the first step toward a stronger financial future.
With convenient offices across South East Queensland, including Capalaba, North Lakes and Paddington, it’s easy to meet with us in a spot that suits you.
And if Ipswich is home for you, our local office makes getting personalised financial advice simple and stress-free.
T. Lincoln
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!“
Say hello with a friendly, no-pressure chat. We’ll cover your goals and explain what’s next.
Leave your details in the form, and we’ll reach out to lock in a time.
A financial advisor in Ipswich helps you make confident decisions about your money, including investing, superannuation, retirement planning and protecting your assets. You’ll receive personalised guidance based on your goals and financial situation.
Yes. Financial advice isn’t just for the wealthy — it’s for anyone who wants to improve their financial position. Even small changes to budgeting, debt reduction or saving can make a big difference over time.
Look for an advisor with relevant experience, transparent fees, a personalised approach and strong client reviews. A first consultation is a great way to see if the advisor is the right fit for you.
A financial planner focuses on long-term strategies like budgeting, super and retirement planning. An independent financial advisor isn’t tied to specific products, giving them the freedom to recommend a wider range of solutions.
We offer investment advice, superannuation and retirement planning, insurance guidance, tax-efficient strategies, and help with budgeting, cash flow and managing debt.
Costs vary based on the type of advice you need. We offer transparent pricing and will explain all fees upfront. Please note we don’t provide once-off or fee-for-service arrangements.
Bring details about your income, expenses, debts, super, investments, insurance policies and any financial goals you’d like to discuss. If you don’t have everything ready, that’s completely fine — we’ll guide you through it.
It’s never too early or too late. Whether you’re in your 30s, 40s, 50s or nearing retirement, tailored planning can help you build a more secure and comfortable future.
The best approach is to invest with a clear strategy and diversified portfolio. We help you understand your options, manage risk and build a long-term plan aligned with your goals.
Simply contact us using the form on this page. We’ll arrange a chat to understand your goals, provide tailored recommendations and help you build a plan for your financial future.
