5 Over 211 Reviews

Get Clear, Personal Financial Advice That Helps You Move Forward

We help everyday Aussies build, protect, and plan their wealth.

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Honest Financial Advice

From a Team That Actually Cares

We’re a down-to-earth team here to help you feel more confident with your money — and make smart decisions that last.

No pressure. No jargon. Just honest advice that makes sense.

Award-Winning Service, Backed by Real Results

We’re proud to be recognised — but what matters most is the trust our clients place in us every day.

Personal Financial Advice

That Fits Your Life

We’ll help you make smart, confident choices about your money — whatever your goals look like.

From growing your wealth to planning for retirement, our advice is tailored, practical, and easy to understand.

We meet you where you’re at — and help you move forward.

Three female friends drink tea and laugh at jokes on a cool but sunny afternoon.

Brooke & Justin Found Clarity — You Can Too

We helped them build a clear plan — and feel confident about the future. Their story’s proof that great advice isn’t about products. It’s about people.

Want to feel more confident about your money? Let’s chat.

Why So Many Aussies Trust Us With Their Financial Future

We keep things simple, personal, and focused on what actually matters to you.

Advice tailored to your goals — no cookie-cutter plans.

Real-world experience. Clear strategies for every life stage.

Advice that lifts the pressure — and puts you in control.

Read Our Rave Reviews

Real words, from real people — exactly as they wrote them.

5 Over 211 Reviews
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Levi was knowledgeable and explained the future processes well. We are looking forward to working with him and Direct Wealth.
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Extremely professional and versatile people that are always happy to help and provide professional guidance.
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Sam is friendly and professional…I couldn’t ask for better guidance to the road to retirement. Thank you
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Very friendly people. Excellent financial advice
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Lyle was very helpful and answered our questions.
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Lyle is a great professional financial advisor. So easy to understand, goes through everything and would highly recommend Direct Wealth.

Want to Feel Clear and Confident About Your Finances?

Our team’s here to help you take control of your money and feel good about the decisions you’re making — no matter what life stage you’re in.

No pressure. Just smart, straightforward advice that’s shaped around your goals.

“Many thanks to the team at Direct Wealth for keeping us on track…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!

Terry L.

5 Over 211 Reviews

Start With a Friendly, No-Pressure Chat

Quick, no-strings-attached chat to get to know your goals. We’ll explain how we work and see if we’re a good fit.

Fill out the form, and we’ll be in touch to book a time that works for you.

Frequently Asked Questions


1. What does a financial advisor in Brisbane do, and how can they help?

A Brisbane financial advisor helps you build wealth, manage your super, and plan for retirement — with expert advice tailored to your goals and life stage.

2. How do I choose the best financial advisor Brisbane has to offer?

Start with your goals. Then look for a qualified advisor with great reviews, proven experience in Brisbane, and a personal approach to financial planning.

3. What does financial advice usually cost?

Fees vary — some advisors charge a flat rate, others work on hourly fees or a percentage. A trustworthy Brisbane advisor will always explain costs upfront.

4. Can a financial advisor help with my superannuation and retirement?

Yes. We help clients across Brisbane grow their super, simplify accounts, and create confident, tax-smart plans for retirement.

5. What can I expect in the first meeting?

It’s just a relaxed chat — we’ll get to know you, explain how we work, and see if we’re the right fit to help you reach your financial goals.