Welcome, and thanks for stopping by!
You’ve found your new team of Brisbane financial planners, 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.
We’re proud to say that we’ve been recognised for being amongst the best in Australia.
A financial advisor plays a crucial role in maintaining and improving your financial well-being.
Financial advising is all about giving you the support you need to handle your financial affairs with confidence, no matter what challenges you face. It’s not just about setting goals; it’s also about offering clarity on the complex financial questions that come up along the way.
A financial advisor helps you understand the complexities of the financial world, providing clear and actionable advice tailored to your unique circumstances.
Whether you’re facing specific financial goals or looking for general guidance through life’s financial challenges, a financial advisor is your partner in making informed decisions. They provide the support and clarity you need, ensuring you’re prepared to navigate any financial situation with confidence.
From everyday financial decisions, savvy investment strategies, superannuation advice, to estate planning and tax efficiency, we’ve got you covered.
We tailor our advice to align with your unique position and desired outcomes, using proactive approaches to ensure you achieve the best possible financial outcomes.
Whether it’s planning for now or the future, our team of financial advisors in Brisbane are here to guide you every step of the way.
At Direct Wealth, the numbers tell our story. With years of dedicated service, tons of experience, and countless happy clients, we’ve built a reputation for trust and excellence.
Here’s a look at what we’ve achieved:
Our goal is to make managing your finances straightforward and effective, so you can look forward to a future that’s secure, comfortable, and aligned with your dreams.
Your new team of financial experts will help you find the best way forward.
Instead of trying to figure things out on your own, you get direct access to expert knowledge, insights and support, which are the key ingredients for success.
Whatever the challenge, our financial advisors have the knowledge needed to help you create a robust financial future.
Everyone’s financial is unique, and so is the advice we give.
Our advisors aim to thoroughly understand your financial situation and goals, so we can design a plan that lets you live life on your terms.
Whether you’re aiming for early retirement, a robust investment portfolio, or the perfect lifestyle, we can help you bring those dreams to life.
Managing your finances can feel overwhelming, but you don’t have to tackle it on your own.
Our advisors simplify these decisions, ensuring you can enjoy your current lifestyle while securely preparing for the future.
With our guidance, you gain the peace of mind that comes from knowing you’re on track.
Direct Wealth’s head office is conveniently located in the heart of vibrant Paddington, just minutes from Brisbane’s bustling CBD.
We welcome all visitors, though booking an appointment is recommended, so we can make sure someone is available to speak with you.
209D Given Terrace, Paddington Qld 4064
Your new team of financial advisors are all highly qualified and experienced professionals who absolutely love what they do. Most importantly, they’re all exceptional human beings.
Rest assured that when you choose Direct Wealth, you’ll have the best wealth management team possible.
Simon started Direct Wealth in May of 2017 as a sole operator. Working from a small office in Auchenflower, the business has since grown significantly under his influence.
Simon is a dedicated financial advisor, who is passionate about helping you achieve your financial goals. Simon believes in a customer-focused approach and works closely with his clients to provide up-to-date advice tailored to their specific needs and future aspirations.
When it comes to making important decisions, both professionally and personally, Simon understands the importance of gathering and analysing all relevant information. He knows that for those without experience in managing wealth, it can be overwhelming to deal with complex and unfamiliar financial information. That’s why Simon specializes in delivering high-level and intricate advice in a comprehensive, yet easy-to-understand manner. This ensures that you have a clear understanding of the financial planning process and empowers you to confidently pursue financial freedom and comfort.
Simon’s expertise is backed by an impressive educational background. He has completed extensive studies in the financial planning industry, including his diploma of financial planning (DFP), advanced diploma of financial planning (ADFP), graduate diploma of financial planning (Grad Dip FP), and master’s degree of Financial Planning (Masters FP). This unique combination of qualifications places Simon in a select group of professionals with postgraduate degrees, allowing him to offer a comprehensive range of advice.
Simon recognizes the value of education in the financial advice industry and welcomes any new requirements set for advisors. With Simon by your side as an authorized representative (License Number: 459078), you can feel confident that you are receiving expert guidance on your financial journey. Together, we can work towards building a secure and prosperous future.
Authorised Representative Number: 459078
Joel has spent his time in the finance industry across many roles, which has built his overall approach to how he likes to work with his clients to create the best possible experience to help them achieve their goals.
Joel is passionate about learning about his clients and helping guide them in the right direction to improving their overall financial position – whether that be owning their home sooner, retiring comfortably, growing their wealth or simply giving them peace of mind knowing their financial affairs are well looked after.
Joel’s experience ranges from your everyday ‘mum and dad’ investors, through to high-net-worth business clients. Recognising that each client is different and have their own specific goals they want to achieve, Joel enjoys tailoring his advice and working with clients over the long term to ensure these goals become reality.
Away from the office Joel and his wife have 3 beautiful children and enjoy holidaying and spending time with family and friends. Joel is a sporting tragic having played and coached senior level football and enjoys most sporting codes.
Authorised Representative Number: 1260332
Erin comes to us with a wealth of experience in Financial Advice having worked in the Financial Services industry for over twelve years.
It brings Erin much joy to spend her days working with her clients to help them build meaningful strategies that achieve their lifestyle and financial goals, with a true belief that wealth is far more than just money.
Financial Freedom means different things to different people, and Erin is right in there getting her sneakers dirty on the daily and gets a huge kick out of working with her clients to create this.
Amidst the craziness of Erin’s busy days, she’s mum to toddler Florence. The challenge of motherhood has been by far her biggest and best challenge and has taught her some of her greatest lessons to date.
Erin holds an Advance Diploma of Financial Services, as well as a FChFP designation. She is currently working on completing her Master’s in Financial Planning.
Authorised Representative Number: 468058
Born and raised in Cambridge, England, Ben emigrated to Australia in 2010 and now calls Queensland home.
Ben began his journey in the industry 10+ years ago working in administrative and client support roles, working his way up to becoming an adviser. This has earned him the talent for explaining financial concepts in an easy-to-understand manner and understands all areas of the financial advice process.
A thing Ben prides himself on is educating clients on financial matters and empowering them to make informed decisions.
Ben believes that a good financial adviser is constantly learning and evolving. To ensure he can put his clients in a better position, he keeps up to date with changes in legislation and continues to pursue formal education. He is accredited to provide Self-Managed Superannuation (SMSF) Advice, holds a Graduate Diploma of Financial Planning (2023), Diploma of Financial Planning (2015), and a Diploma of Business (2013). He is currently working towards a Master of Financial Planning. Ben has also passed the FASEA Adviser Ethics Exam and is a registered Tax (Financial) Adviser through the Tax Practitioners Board.
Outside of work, Ben enjoys running and can be found at parkrun (5km) events every Saturday across Queensland. He also enjoys camping, socialising with friends and family, and is on the hunt for Brisbane’s best sausage roll.
Authorised Representative Number: 1260299
Kirsty is a skilled financial advice professional who specialises in superannuation, investments, retirement planning and wealth protection.
Kirsty has worked in the industry since 2014 and has a passion for building strong relationships with her clients and priding herself on open and honest communication.
Kirsty holds a Diploma of Financial Planning and is currently working towards a Bachelor of Commerce Majoring in Financial Planning. Kirsty has also passed the FASEA Adviser Ethics Exam and is a registered Tax (Financial) Adviser through the Tax Practitioners Board.
Outside of work, Kirsty enjoys spending time out on the water, camping and exploring with her fiancé and their three dogs.
Authorised Representative Number: 1259216
Sam’s passion to help others through life’s highs and lows drew him to the financial planning profession. Despite his youthful looks, he has over 10 years’ experience across various financial services roles, which was a strategic approach to become a subject matter expert in insurance, investment, and superannuation.
Academically, Sam is recognised as graduating in the top 15% of students across 400 universities internationally and received Golden Key International Honours Society membership. Sam holds a degree in financial planning and is extremely proud to achieve top student honours in the degree for insurance, risk management as well as ethics.
Sam completed his Financial Advice Professional year under Managing Director Simon Coombes and has been thoroughly enjoying his journey helping his clients as a financial adviser. Sam has passed the FASEA ethics exam.
Outside of work, Sam’s passion is surfing. However, he has recently discovered the world under the sea by learning to scuba dive. When he is not in the water, you’ll find Sam training for triathlons or out exploring in the mountains.
Authorised Representative Number: 1296944
Greg has been a financial adviser since 2018, growing his skills with ongoing education and a client-first approach along the way. Greg firmly believes that a goal without a plan is just a wish. As a result, he partners with clients to create and update tailored plans to address their needs and wishes.
Greg takes the time to listen, understand the why, and then evaluate strategic opportunities for clients. He communicates complex ideas carefully, ensuring that his advice is of a high quality whilst also being understood. Greg is motivated by sharing in his client’s successes and navigating the highs and lows of new life stages.
On the weekends you will find Greg deriving his mood based on the performance of the Arsenal Football Club, practicing a novice golf swing, spending time with his wife and giving back to his local community.
Greg holds a Bachelor of Business, Diploma of Financial Planning, and margin lending accreditation. He is currently finishing his Graduate Diploma of Financial Planning.
Authorised Representative Number: 1271781
With five years of experience in the financial planning industry, Josh brings an expert understanding of unique financial situations and a skill for crafting strategies tailored to meet your specific needs.
Armed with degrees in Economics, majoring in international finance, Commerce, specializing in finance, and a Master’s in Financial Planning, Joshua has more than just formal education. He nurtures a keen interest in discerning economic trends and appreciates the intricate dance between politics and financial markets. As the world of finance and technology continue to interweave, Joshua remains at the forefront, particularly excited by the growing influence of Artificial Intelligence within the financial sector. He is continually exploring ways to harness these advancements to enhance his clients’ experiences.
Believing that good financial advice should never be a puzzle, Joshua’s mission is to deliver clear, comprehensive advice. His ultimate goal is to instil a sense of confidence and security about your financial future, making your financial journey feel less like a daunting task and more like a planned tour with a trusted guide.
Outside of the finance world, Joshua is an adventure enthusiast. Whether it’s catching waves while surfing, exploring new places in his converted van, or camping out for the weekend, he enjoys the thrill that each adventure brings. He believes that just as a well-spent weekend can refresh your perspective, a well-planned financial strategy can bring peace of mind and freedom to pursue the things you love.
Authorised Representative Number: 1306241
Daniel is one of our Associates undertaking their Professional Year (PY). He is currently studying a bachelor’s degree in business, specialising in Accounting and Financial Planning, bringing a blend of academic rigor and practical experience to the table.
Daniel’s journey began as a client service implementation specialist, where he spent two years honing his skills in client relations and operational efficiency. Now, as an associate, he leverages this experience to assist our talented financial advisors in providing tailored financial solutions that empower clients to achieve their goals.
Daniel believes Financial Planning is about demystifying the complexities of finance and making it accessible to everyone. It’s about cutting through the jargon and empowering individuals with clear, understandable guidance to make informed decisions about their financial future. By simplifying the process, Daniel believes we can foster greater confidence and control over one’s finances, ultimately leading to a more secure and fulfilling life.
Beyond numbers, Daniel has a keen interest in the dynamic interplay within the geopolitical sphere and the profound impact of global decisions on our economy. Staying up to date of these developments allows him to offer nuanced insights and strategies.
In addition to his financial acumen, he’s deeply fascinated by the transformative potential of artificial intelligence. By staying at the forefront of AI trends, As he strives to anticipate how these innovations will reshape learning and work dynamics in the future.
When he’s not crunching numbers or analysing market trends, you can find him pursuing an active lifestyle. Whether it’s hitting the trails for a hike, engaging in a spirited game of touch footy, or pushing himself at the gym.
On game day, you can bet he’ll be cheering on his beloved Brisbane Broncos with unwavering passion.
Samuel is an associate who is currently in the latter half of his provisional year. He has worked in numerous financial service and client-facing roles where he enjoys adding a human element into his interactions where possible.
He completed his undergraduate studies in economics and finance before committing to the industry by completing a Graduate Diploma of Financial Planning. Furthermore, he has completed the financial adviser exam, formerly known as the FASEA exam, as administered by the Australian Securities and Investments Commission.
Samuel believes that financial advice should feel more like a conversation and less like a university lecture. He believes that the advice should be clear and solely centred around getting great outcomes for those receiving the advice.
Outside of work, Samuel enjoys participating in Saturday morning park runs and working out with his friends at the gym. When he is not out and about, he enjoys reading history books and keeping up on current affairs.
Discover the experiences of those who’ve partnered with us on their financial journeys.
Our clients’ stories speak to the trust and confidence they’ve placed in us — and the meaningful outcomes we’ve helped them achieve.
Justin (00:00):
We actually heard about Direct Wealth through a good friend of ours. We were speaking to her up on our pool area at home, and she mentioned Erin and all the great work that Erin was able to do for her. That sparked our interest and we reached out.
Brooke (00:15):
I guess it was a little bit daunting really, when you think about, you’re talking about your finances with someone that you’ve never met before and in particular as a couple. You are also speaking quite openly around your individual circumstances, but also together as a couple.
Justin (00:30):
Erin’s experience really shone through in that first meeting. She was able to explain a lot of things to us. We don’t necessarily come from a finance background, so that explanation was sort of important for us in terms of what the process was going to be and the sort of steps that we would take post that first meeting. Prior to meeting Aaron and running through what we needed to run through, we had our own financial goals. This actually put all of our financial goals on the same page and we co-authored a financial plan together. I think the main thing that we’ve seen is the optimization of our insurances. That’s ultimately resulted in a reduction in our outgoing expenses when it relates to insurance, our superannuation funds in terms of the changes we’ve made in that particular space, and really having a growth view on what that portfolio was as opposed to a standard retail fund. Aaron and the team have been able to really tweak and optimise the returns on that.
Brooke (01:28):
It was just some really clear things to make us feel like we had this roadmap for our future and we feel confident and we just feel secure, which is really great
Justin (01:39):
And I’ve seen the best performance in my super fund effectively since its inception, so we’re extremely happy with the returns and the reductions that Erin and the team were able to make.
Brooke (01:52):
Just recently, actually, probably less than 12 months ago, we were lucky enough to purchase a beachfront apartment. That was one of our, I guess, long-term goals that kind of crept up a little bit quicker than we had hoped, but
Justin (02:08):
It really did.
Brooke (02:09):
But we’re really excited that we were able to secure that property and not only have Erin’s support and guidance through that, just managing our finances, but also just the connections that she has in the industry because we were then able to utilise her network to be able to then liaise with them to assist us with getting a loan and everything from kind of purchasing that property to receiving the keys on settlement. So that was a really great highlight for us. Yeah, the thing we value most is absolutely just that relationship. I mean, that is number one for us. We want to feel comfortable with the person that we’re working with.
Justin (02:51):
For me, I think it’s about the constant review process and that constant feedback loop regularly catching up with Erin and being able to update her on changes our life, and Erin being able to update us in terms of changes, in terms of, I guess potentially the approach changes in her team, additional advice that she can bring to our plan every year ongoing is definitely key for us. I
Brooke (03:16):
Would say absolutely. Don’t be hesitant. I think that it’s really important to seek that financial advice and support from someone that is knowledgeable and can provide you with all the information that you need. I think we are not taught this at school and as an adult it’s important to make an appointment and I’d say, yeah, definitely pop in and see the team at Direct Wealth because they’re going to provide you with a whole range of information and lots of things to consider. So definitely don’t be hesitant.
Justin (03:49):
There are a lot of aspects from my perspective that come into play when you’re talking about your personal finances and there’s a lot of things you may not even know about. So not going to see a financial advisor’s not going to open up any of that knowledge to you, and when you look at it by yourself, it can be daunting. Someone to actually coach you through and step you through it in a really easy to understand why I think is critical to your financial success.
Ross (00:00):
My name is Ross. This is my wife Denise. We’re both retired. We enjoy caravan and looking after our grandkids. We previously, we go along to our financial advisor for a half yearly or yearly checkup, and they did a lot of talking, did things on whiteboards, and really when we walked out we were still scrambling. None the wiser. Yeah, none the wiser. Whereas we went along to Simon and the very first day he sat opposite us and explained things in very easy to understand terms. Turned a pad around, showed us, and then said, do you understand this? Is this what you’re looking for?
Denise (00:45):
They’re very approachable. Even if you ask a very basic question, they’ll explain it to you in terms that we can understand, which is very
Ross (00:55):
Good, as they say, no question is silly. If we ask a question, there’s obviously a reason. So they are more than happy to break it down, talk to us about it, put it in a different format so that we understand, and it just makes life so much easier.
Denise (01:12):
So after meeting and dealing with direct wealth, we were able to purchase a caravan, which has been Ross’s dream for many, many years. And on our retirement we’ve seen quite a few places. We’ve been to West Australia, we’ve been to South Australia and Victoria, and had wonderful, wonderful trips, which are very enjoyable.
Ross (01:36):
We don’t have to worry about funds from our superannuation. We had enough there. When we go in these places, we’re able to just enjoy and take in what we’re seeing and not worry in the back of our mind that we shouldn’t be here. We can’t afford this.
Denise (01:53):
Have we got enough money
Ross (01:54):
With that apparently? Yeah. So it’s just been a life-changing experience that direct wealth have been able to set up for us. We understand totally where we’re going and how we’re going to get there.
Denise (02:06):
Anyone who is hesitant to talk to a financial advisor, I would recommend that just go and do it. There are so many different variants of what you can do with your money and your wages before you retire. It keeps changing all the time. And direct wealth, keep up to date with everything. It’s been very grateful. So please go and see a financial advisor.
Ross (02:33):
Yeah, these guys, that’s their job. They’re dealing with it day in, day out. They keep an eye on the markets. I don’t even know where or how to look at the markets, whereas that’s what they do and they’re on top of it. So go along, talk to them. They can tell you what’s happening in plain, simple to understand language and you’re in front. So definitely go and ask the question.
Hi, my name’s Sarah. I have a business, 64 Property, in New Farm, and I’ve been working with Direct Wealth for about three to four years now. I was wanting to seek out a financial advisor for many reasons, but our family was growing quite rapidly, and for that reason, we had lots of different financial issues that we needed to work through. Also, with my business, with tax help, superannuation, and insurances, I was really seeking some great advice around that, and that’s why I came to Direct Wealth.
My initial meeting with Erin was fantastic. I mean, I came in very blinded. I didn’t know a lot about finances, superannuation, or any of that in general. She made me feel comfortable, understood, and I could ask any questions without feeling silly. I walked out of the meeting feeling like I had a whole heap of new knowledge and that I was being really taken care of.
If you are not working with an advisor, it’s a must. I just think it gives you clarity; it gives you direction. It’s an industry that I don’t specialise in, and that’s why I go to someone else, and it’s a no-brainer. They will help you get from A to B to C, and they’ll help you do that for the rest of your life. It’s not just a quick fix, and there you go.
So if you’re not working with someone, I would highly recommend it. It has changed my life at the moment, and I know it will for years to come. If I could go back before I started working with Direct Wealth, and particularly with Erin, I would say to myself to start sooner. It might sound cliché, but I’ve gotten myself into sticky situations. I didn’t know anything about the finances or the super or the insurance or whatever the topic is—I just didn’t know.
So if I could go back, I would’ve started sooner. I would’ve reached out sooner, started the work sooner, and I know I could have avoided some tricky situations that I found myself in. That would be the only advice: start sooner and start as soon as you think about it.
Hi, I’m Kate. I’ve been retired for about a year. Working with an advisor at Direct Wealth has given us peace of mind and confidence about our investments, and we feel that our future is in good hands.
Our initial meeting was very good. We felt very comfortable with the advisor, and we talked about lots and lots of things—what we wanted to do with our life, their life, and all sorts of things. It was good fun, and then we got down to the nitty-gritty. We found that the information, experience, and backup that they have made us feel very comfortable and confident with the plan that Direct Wealth has put in place for us.
We are able to fulfil our goals of doing lots of travel but also know that our long-term future is secure. It’s great that every six months we have a meeting with our advisor to track how we are going, what things are happening in the market, and if we need to tweak something.
Our financial position has improved since we began working with the advisor because we can, daily if we want, look at the value of our portfolio, and it has certainly increased since we first started. You can track it, which is wonderful for us, so we can see where we are.
We have already recommended Direct Wealth to friends and family. One of the reasons is that it is such a smooth transition. It is very professionally handled, everything is explained and very transparent, and you have a clear path of where you are going.
We’ve just found that working with Direct Wealth has been a really positive and comfortable experience. It’s given us a clear path of where we’re at, what we can do with what we’ve got, and we can ask for more information at any time if we need it. They’re always there if you have to ask a question. If there is an issue that comes up, say with your accountant about a tax issue, you can just call them. They deal with it, and that has been great as well, and it’s dealt with promptly, so you can just move on and plan your next holiday.
These aren’t curated reviews; they’re 100% genuine and can be found on Google.
Our team is dedicated to crafting personalised financial strategies that not only meet but exceed our client’s expectations.
Whether it’s positioning your finances, growing your wealth, or planning for the future, we’re here to support you at every step.
Our goal is to make sure your today and tomorrow are financially safe, secure, and comfortable, so you can enjoy true peace of mind.
Are you ready to improve your financial wellbeing and achieve your goals? Contact us today to get started!
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!“
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 see if we’re the right fit 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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A financial advisor can help you with a range of services, including retirement planning, investment advice, tax strategies, and wealth management.
Whether you’re looking to build your wealth or protect your assets, they offer personalised solutions tailored to your goals and circumstances.
Finding the best financial advisor depends on your personal needs. Look for advisors with solid credentials, a proven track record, and excellent reviews.
You may also want to consider whether you prefer an independent financial advisor in Brisbane, as they offer unbiased advice without being tied to specific financial products.
The cost of a financial advisor can vary based on the services you need. Some advisors charge a flat fee, while others may take a percentage of the assets they manage.
It’s essential to discuss fees upfront to ensure transparency and to find a planner that fits your budget.
We wrote an excellent article on the topic which you can find here – How Much Does a Financial Advisor Cost?
While both provide financial advice, a financial advisor focuses more on investments and wealth management, while a financial planner may offer broader services, including estate planning, retirement advice, and budgeting.
If you’re unsure, a consultation can help determine which service is best for your needs.
Yes, there are many independent financial advisors in Brisbane who are not tied to specific financial institutions or products.
Choosing an independent advisor means you’ll receive unbiased advice tailored specifically to your financial situation.
Choosing the best financial planner comes down to finding someone you trust, who has a strong reputation, and can cater to your unique financial needs.
Reading Brisbane financial planner reviews and seeking recommendations from family or friends is a great place to start.
An independent financial planner in Brisbane provides objective advice without the influence of specific financial products or institutions. This means they’re more likely to offer solutions that genuinely align with your best interests.
Wealth management typically involves a comprehensive approach to managing your assets, including investment strategies, tax planning, and retirement solutions.
These services are designed to help you grow and protect your wealth over time.
Yes, seeking financial advice in Brisbane can be highly beneficial, especially if you want to ensure you’re making the right financial decisions for your future.
An advisor can help you navigate the complexities of investments, taxes, and retirement planning, giving you peace of mind.
