4.9 Over 267 Reviews

Your Trusted Financial Advisors in Brisbane

Our Brisbane-based financial advisors help you make smarter, well-informed decisions about your money — whether you’re investing, planning for retirement, or simply getting your finances on track.

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Get clear, personal financial advice in Cairns

If you’re feeling unsure about your finances — not quite sure where to start, or worried you’ve left things too late — you’re definitely not the only one.

Our Cairns financial advisers are here to help you understand your options and build a plan that genuinely fits your life, not someone else’s version of it.

We’ll give you the clarity and confidence to take control of your money and make decisions that move you forward.

Award-Winning Financial Advice in Brisbane

Our Brisbane financial advisers have been recognised nationally for delivering straightforward, practical financial advice that helps locals make smarter choices about their wealth and future.

What We Help You Achieve

We help you make sense of your options and feel good about the future. Whether you’re planning ahead or catching up, we’ll guide you through:

Our goal is to make managing your money feel easier.

How Our Advice Process Works

We make financial planning straightforward and supportive — built around what matters most to you.

  1. Start the conversation. Tell us what you’d like to achieve.
  2. Get your plan. Practical steps that make sense for your situation.
  3. Put it in motion. We’ll help you bring your plan to life.
  4. Stay on track. We’re here to support you along the way.  

It’s proven, powerful, and personalised.

Brooke & Justin’s Story

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.

Read our Rave Reviews

Every review here is written by real clients who’ve trusted us to support their financial journey.

If you’d like to see feedback from our Brisbane community specifically, you can visit our local Google listing: Direct Wealth – Financial Advisor Brisbane.

4.9 Over 267 Reviews
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My husband and I needed some structure and guidance for our retirement. We were fortunate to meet Nathan, who helped us to understand how and what was possible for our future. We threw lots of questions and concerns and he made us feel comfortable with the process of going forward. Highly recommend Nathan and the team at Direct Wealth. Thank you..
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Nathan has been a huge help setting up my financial future and building a retirement plan. Thanks Nathan!!
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Ben Marlow has the patience of Jobe.
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.
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Jacinta and Direct Wealth have been of great assistance to both myself and my partner on our financial journey. Jacinta has made everything easy and understandable, and has always been supportive and accessible, which were important attributes for us in looking for a financial planner. Look forward to working with Jacinta into the future and would recommend her to anyone seeking financial assistance and advice.
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We are very happy with Alaina’s service. This has given us a great reassurance heading towards retirement.
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Lyle is excellent, helping my wife and I on our financial journey. Lyle is extremely knowledgeable and presents his recommendations in a down to earth manner with considerations for our life and circumstances. I would recommend him to family and friends in the future.
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Enthusiastic, knowledgeable, Lyle couldn’t help us more. Definitely been a positive experience for us
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Alaina is handling my transition into retirement, has a vast knowledge of the financial environment, asks all the right questions will answer any of mine
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We’ve been clients of Levi for several years and greatly value the professional, thoughtful, and tailored advice we’ve received. Levi takes the time to understand our goals and has guided us with clarity and confidence. We highly recommend him to anyone looking for a trustworthy and knowledgeable financial advisor.
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Always find Alaina, Jacinta and all the staff so helpful. Their experience makes me feel confident in the advise they give.
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We had a wonderful experience with Jacinta – she was extremely patient and informative. Highly recommend.
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I have have had Lyle Filer as my financial advisor for some years now. We are now in the process of setting up a retirement fund and, as always, Lyle is well organised, proactive, extremely knowledgeable and very personable. I would not hesitate to recommend his services.
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Helping me navigate to road to retirement. Information appears relevant to my situation. Good communication , everything explained in a very pleasant manner. Thank you
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I’ve had a very positive experience with Alaina and the team at Direct Wealth. Their clear guidance—especially around superannuation and planning for retirement—has helped me feel more confident to make informed decisions. Professional, easy to deal with, and highly recommended.
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We work with Lyle Filer and have found him to be a very approachable, knowledgable guy. We really appreciate his great attitude, advice and helpfulness in our financial journey. He respects our opinions which makes us feel comfortable working with him. Thanks Lyle 🙂
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My finances were a real mess and I was spending all my superannuation so I came to Freedom Planning with very little idea about how to solve my financial problems. Alaina was amazing. I now feel really comfortable where I am financially and I’m actually starting to understand a little bit about the financial world.
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Alaina and the team are absolutely fantastic. I went into my first appointment knowing that I wanted a better financial plan for my future, but with no clear idea of what that needed to look like. Alaina was very thoughtful, thorough and genuinely interested in gaining a clear understanding of what was important for me. She gave me options that were simple, very achievable and provided the clarity for my financial future that I really needed. The entire team are really authentic and friendly. I highly recommend Alaina and the team. Top notch!!!
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Andrew has been instrumental in helping us plan our financial future. Without him we would not be where we are today in achieving our financial goals.
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Great experience with Nathan at Direct Wealth. Very responsive and transparent throughout the entire process. His advice has been thoughtful and strategic. Highly recommend
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I can now feel confident that my retirement is in excellent care of Direct Wealth Service thankyou for your care and honest advice sincerely Tracet Branz .
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My wife and I recently started working with Nathan from Direct Wealth to review our superannuation, personal insurance, and overall financial strategy. Nathan took the time to understand our goals in detail and explained each recommendation in clear, simple terms, and provided well-structured options that made it easy for us to make decisions. We appreciated his thoroughness, patience, and the fact that he considered both the short-term and long-term impacts of each change. If you’re looking for a financial adviser who will take the time to tailor a plan to your situation and walk you through it step-by-step, we highly recommend Nathan.
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I would thoroughly recommend Ben Marlow from Direct Wealth – he has been of great assistance with his advice and helping our family navigate the financial maze, so as to avoid any pitfalls, ensure all compliance is covered and that mum consistently gets good returns on her investments. He is very professional and knowledgeable, always ready to explain and ensure that he is providing her with the very best options to meet her financial goals.
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We have been very fortunate to have Andrew Pericleous as our financial advisor for about 15 years. Thanks to him, his insight and knowledge of all aspects of investments and financial planning, we are now enjoying a comfortable retirement.
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Lyle is a very professional financial advisor, who knows his field of expertise extraordinary well. He is always happy to help out and nothing is a problem. I would recommend Lyle and the team at Direct Wealth for anyone who wants a team that works for them and who are highly skilled and motivated to get you the best outcome possible.
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If anyone is looking for the right financial advice this where you should go. You are given very sound advice, explanations and clarification is exemplary. You, as the client can make fully informed decisions regarding your wealth portfolio, retirement plans etc. to set you up for success and on track to be where you wish to be and do what you wish to do. Cannot rate highly enough.
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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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We have used Andrew is our financial planner for approximately 12 years and he has been a fantastic help to us. Thanks Andrew for being awesome!
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I have had dealings with Ben Marlow from Direct Wealth, and have found him to be extremely knowledgeable and easy to contact. My phone calls and messages are always responded to promptly, and I would be more than willing to recommend Ben and Direct Wealth to anyone needing their services.
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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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We have been dealing with Sam Dwight over the last 12 months and he is honestly a breath of fresh air. Very knowledgeable but also very relatable. Explains everything just how we needed him to so we could fully understand. Highly recommend!!
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We have been working with Andrew for a number of years. He has proven himself to be honest, and committed to delivering us positive outcomes. As we continue our journey we feel confident that we are well
advised.
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We were unsure about our retirement plan. Financially. Jacinta has outlined and supported us on our journey towards retirement. It has been amazing and so reassuring to have her working with us. I would highly recommend her services to anybody wishing to sort out a retirement plan. She’s absolutely fantastic.
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I have been dealing with AdviceHQ – Andrew Pericleous for many years and have always found them extremely professional and efficient and my super and insurances are very well looked after
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We’ve been working with Andrew for around five years now and couldn’t be happier. From the beginning, he’s been genuine, clear, and incredibly supportive of our financial goals. He takes the time to explain things in a way that makes sense, and we’ve always felt that he has our best interests at heart. It’s been reassuring to have someone so experienced and trustworthy guiding us and growing our wealth.
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Andrew has been of great assistance to us in growing our SMSF and setting up our retirement income stream. I highly recommend his knowledge and personal care.
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Direct Wealth made our refinancing process smooth and stress-free.
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!
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Andrew is the most highly regarded, passionate and knowledgeable
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.
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Lyle is a great professional financial advisor. So easy to understand, goes through everything and would highly recommend Direct Wealth.
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We were introduced to Levi and the wonderful staff at Direct Wealth 10 years ago. We have found Levi and the team very professional, knowledgeable and always in the best interest of us. Their calm and common-sense approach to wealth growth is exceptional. We have always felt to be a part of the “family” and would highly recommend Levi and the team at Direct Wealth in Townsville. Your support, guidance is much appreciated.
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Exceptional Financial Guidance and Expertise! Lyle took the time to understand my financial goals and create a tailored plan that aligns with my needs.
If you’re looking for a trustworthy and skilled financial advisor who truly cares about your success, I highly recommend Lyle Filer. 🙂
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David and I have had Andrew Pericleous as our Financial Advisor since 2016.
Over the past 9 years we have always been extremely happy with his professional advice, guidance and the performance of our investments. Andrew’s honesty, integrity and compassion to lifestyle changes has also been comforting and greatly appreciated.
We look forward to continuing our relationship with Andrew and highly recommend him and his services.

David & Carol Starbuck

What’s Included in Your Financial Advice Service

Our Brisbane financial advice gives you practical support and straightforward guidance — here’s what you can expect when you work with us.

Strategy & Planning

We’ll work with you to set meaningful goals, build a plan that fits your lifestyle, and keep things on track as life changes.

Super & Investments

Simple, tailored strategies to help grow your wealth and make your super and investments work smarter for your future.

Personal Insurance

Protect what matters most with insurance advice that’s based on your needs — not generic products.

Retirement

Plan for the retirement lifestyle you want with practical, step-by-step support to help you feel prepared and confident.

Meet Our Team of Brisbane Financial Planners

Meet the people who’ll be in your corner, helping you make better financial moves at every stage of life.

Our Brisbane advisers bring years of experience — but more importantly, they bring genuine care, honesty, and guidance. We take the time to understand what’s important to you, so we can help you build a life and financial future you feel good about.

Director & Executive Financial Adviser
Partner, Executive Financial Adviser
Senior Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser

Speak with a Brisbane financial adviser today.

Our advisers are here to guide you with clear, practical advice that fits your life. We’ll help you define your goals and map out your next steps — at your pace.

Ready to take the next step? Let’s chat about what’s possible.

Our Brisbane Locations

With offices in Capalaba, North Lakes and Paddington, it’s easy to find a location that suits you.

Capalaba

2/2 Loraine St, Capalaba QLD 4157

Get Directions ↗

North Lakes

6/27 Discovery Drive, North Lakes QLD 4509

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Paddington Head Office

209D Given Terrace, Paddington QLD 4064

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Call Us

(07) 3556 9400

4.9 Over 267 Reviews

Get in Touch

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.

Frequently Asked Questions

1. What does a financial adviser at Direct Wealth do, and how can they help?

Our advisers help you make informed decisions about your money. Whether you’re investing, managing your super, or planning for retirement, we provide clear guidance tailored to your goals.

2. How do I choose the best financial adviser in Brisbane?

Look for an adviser who is qualified, experienced, and takes the time to understand your situation. Our Brisbane advisers offer personalised advice and transparent reviews, so you can feel confident in your choice.

3. What’s the difference between a financial adviser and a financial planner?

Both offer financial guidance, but a financial planner usually focuses on creating a longer-term financial strategy. At Direct Wealth, our team can support you with both day-to-day advice and long-term planning.

4. What types of financial advice do your Brisbane advisers provide?

We assist with investments, superannuation, retirement planning, insurance, debt management, and estate considerations — all tailored to your financial goals and stage of life.

5. How much does it cost to work with a financial planner?

Costs vary depending on your needs. We’ll talk through options and provide clear pricing before you decide. Your first chat is always obligation-free.

6. What qualifications do Direct Wealth advisers have?

Many of our team are Certified Financial Planners (CFP®) and members of leading Australian professional bodies. We prioritise ethical, transparent advice.

7. Can your advisers help with retirement planning?

Yes — we help you understand your super, forecast retirement income, and create a tax-smart strategy so you can retire with confidence.

8. Is it worth working with a financial adviser in Brisbane?

If you want clarity, direction, and confidence with your financial decisions, a financial adviser can be extremely valuable. We’re here to support you now and over the long term.

9. What can I expect in the first meeting?

It’s a relaxed conversation about your goals, concerns, and financial situation. We’ll explain how we can help and outline next steps — no pressure or obligation.

10. Where can I find a financial adviser near me in Brisbane?

We have three office locations for our team of financial advisors in Brisbane. You can visit our Paddington office or book a call online. Our team is local, experienced, and here to help you move forward with confidence.