Direct Wealth was founded by Simon Coombes in May 2017 as the sole adviser, operating a small practice in Brisbane. With a passion for financial planning and a vision for growth, each year the practice has exceeded these expectations and Direct Wealth now offers its clients a dedicated team of 28 professionals spread across five locations: Paddington, Maroochydore, Redcliffe, Cairns, and Innisfail.
Together with the growth of the practice, Direct Wealth continues to uphold its commitment to providing each client with exceptional quality service and a personalized experience. The wider range of services, coupled with the increased number of skilled professionals, means clients benefit from a greater wealth of experience and a diverse skill set.
We value you immensely and are grateful to all our clients who have come on this journey with us as we continue to grow with the support of our fantastic team.
We are dedicated to delivering a seamless and innovative experience, striving to exceed your expectations and meet your evolving needs.
Your satisfaction and success are our driving forces as we continue to develop and enhance our services.
We want to be the centre of your financial lives, providing comfort during the uncertain.
In everything we do, you come first. We prioritise personalised service to determine your unique values & goals. This underpins the basis of the entire process, which although may be similar for each client, the output is always tailored specifically to you.