5 Over 112 Reviews

financial Advisor Brisbane

Need help with your finances?

We've got you covered.

Choose our team of experienced financial advisors to get trusted guidance, genuine care & ongoing support.

We’re here to help you achieve the best possible outcomes for your financial future.

5-Star Financial Advice

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.

Our clients adore us, and our Brisbane financial planning services have got the awards to prove it.

the difference

Hear from Simon Coombes, founder and director of Direct Wealth, about what sets our service apart from other financial advisor firms. 

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Straight from the horse's mouth

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What Can a Financial Advisor Do for You?

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.

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Here's What We Can Help You With

Our financial advisor services provide everything you need to secure and grow your wealth.

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, we’re here to guide you every step of the way.

The Numbers

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Years of collective experience
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Happy & successful clients
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Funds under management
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Why Choose Us?

Working with a qualified and experienced financial advisor gives you an enormous advantage.

Instead of trying to figure things out on your own, you get direct access to expert knowledge, professional insights and ongoing support. These are the key ingredients needed for successful financial planning and wealth management.

Our financial advisors are well-versed in tried-and-true financial planning procedures and wealth creation strategies. This expertise enables us to guide you through the complexities of the financial world, helping you to make informed decisions that align with your financial goals, so you can get things right. 

Whatever the challenge, our financial advisors have the knowledge needed to help you create a financial future that’s everything you want it to be – and more. 

We’ll design a plan that lets you live life on your terms.

Our advisors take the time to understand your financial situation and goals. This deep understanding helps us create a financial plan that’s specifically tailored to you, ensuring it aligns perfectly with your vision of today and tomorrow. 

No matter what your aspirations are, our personalised advice is here to support you in making them a reality.

Finance is a complex topic. Let us worry about your money, so you don’t have to. 

The financial landscape can be daunting, with so many investment options, tax implications, and strategic considerations.

Our team will not only help you navigate these challenges, but also provide you with a detailed roadmap that guides you towards the best outcome. 

By leveraging their expertise, our advisors will provide guidance on savings techniques, tax-efficient investments, and retirement planning to ensure that you are well-positioned for financial success.

This proactive approach to financial management helps secure an individual’s future, offering peace of mind that your financial well-being is in capable hands.

Through strategic planning and informed decision-making, working with our financial advisors will significantly enhance your ability to achieve your financial aspirations and secure a stable, prosperous future.

Our Location

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. 

Brisbane Head Office

209D Given Terrace, Paddington Qld 4064

Meet Our Team of Brisbane Financial Planners

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. 

Founder, Director & Executive Financial Adviser

Simon founded Direct Wealth in 2017 and has since lead the company to great heights. He believes in a customer-focused approach and works closely with his clients to provide advice tailored to their specific needs. Simon’s expertise is backed by an impressive educational background, including a Master’s of Financial Planning. 

Partner, Head of Advice & Executive Financial Adviser

Joel has a diverse skill set, with experience ranging from everyday ‘mum and dad’ investors, through to high-net-worth business clients. He focuses on understanding his clients to tailor strategies for their financial success. Outside work, Joel’s life is enriched by family, including three lovely kids, and a keen interest in sports, especially football.

Financial Adviser

Erin, with over twelve years in financial services, loves building meaningful strategies that help her clients achieve their lifestyle and financial goals. Balancing her busy professional life with motherhood, she continues to advance her professional expertise, currently pursuing a Master’s in Financial Planning.

Financial Adviser

Originally from Cambridge, England, Ben now thrives as a financial advisor in Queensland, Australia. Known for his clear financial guidance and continuous learning, Ben is pursuing a Masters of Financial Planning. In his spare time, he likes to get active, with a passion for running and enjoying the great outdoors.

Financial Adviser

Kirsty, an expert in superannuation, investments, and retirement planning since 2014, values building strong relationships through open and honest communication. With a Diploma in Financial Planning and ongoing studies, she’s also a registered tax adviser. Outside work, Kirsty loves water activities, camping, and adventures with her fiancé and 3 dogs.

Financial Adviser

Sam, with over 10 years in financial services, specializes in insurance, investments, and superannuation, and is academically distinguished, graduating in the top 15% internationally. Sam balances his professional life with getting active. He’s passionate about surfing, scuba diving, and outdoor adventures.

Associate

Josh has 5 years of experience in financial planning, backed by degrees in Economics, Commerce, and a Master’s in Financial Planning. Committed to providing clear and easy to understand financial advice, Josh aims to make financial planning a confidence-inspiring journey for clients. Outside work, he’s an adventure lover, enjoying surfing, van explorations, and camping. 

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T. Brosnan

Satisfied Client

“I can’t recommend Direct Wealth more highly.

Erin has been my advisor for some time now, taking care of my super and life insurance needs.

I’ve since gotten to know Simon, who is a wealth of knowledge.

Both of these guys are a breath of fresh air and a pleasure to deal with.”

Financial Services Brisbane

Our fine selection of financial planning services and wealth solutions are designed to harmonise your life and financial well-being. 

Need help with the numbers? Our accountants are here to help.

From getting your taxes right to strategic financial advice and everyday bookkeeping, we’re here to handle your accounting responsibilities and help you make more informed decisions.

A tailored budget helps you stay on track while giving you the freedom to enjoy life.

Read more about our cash flow management and budgeting services here – Cash Flow Management Brisbane.

Enjoy complete peace of mind, knowing that your wishes are fulfilled and your loved ones are protected.

Read more about our estate planning services here – Estate Planning Brisbane.

Looking for the best loan options? Our finance brokers are here to help.

They dig into the details to find loan conditions that fit just right, whether you’re looking to grow your business or refinance. We connect you with financial solutions that make real sense for your situation.

Structure your portfolio with a personalised investment strategy that balances the right investment options for your financial situation.

Read more about our investment advice services here – Investment Advisor Brisbane

The right decisions can minimise the cost of debt, giving you more financial freedom with significant savings.

Read more about our lending and finance services here – Finance Brokers Brisbane.

Finding the right mortgage can be a breeze with our help.

Our mortgage brokers compare offers from multiple lenders to ensure you get a deal that fits your financial life and home-buying goals. We make buying your home as straightforward as possible.

Don’t get caught without complete protection for your personal financial situation. Read more about our personal insurance advice services here – Insurance Broker Brisbane.

Get a personalised roadmap to the retirement you deserve, with the perfect balance of freedom and long-term financial security.

We make planning for retirement for easy. Read more about what we can do for you here – Retirement Planner Brisbane.

We simplify the challenging process and ongoing obligations of managing your SMSF.

Read more about our self-managed super fund services here – SMSF Brisbane.

With the right superannuation fund, you can retire with more in the bank, allowing you to enjoy a better standard of living in your retirement. 

Read more about our superannuation advice services here – Super Advice Brisbane.

Read our Rave Reviews

These aren’t curated reviews; they’re 100% genuine.
5 Over 112 Reviews
google
Our friends recommended Direct Wealth to us through their own experience of dealing with them.

We contacted Direct Wealth and our financial advisor was Sam Dwight. Upon meeting Sam we immediately felt relaxed and comfortable with his advice.

We found Sam to be very professional, caring and knowledgeable to assist us with our retirement and superannuation goals. He was always available and quickly responded to any questions or concerns we had.
We would highly recommend Direct Wealth and Sam Dwight.
Frank and Coral
google
my wife and myself were introduced to Ben Marlow of Direct Wealth for a discussion on looking after our superannuation & pension requirements. I was a little doubtful at first as the fund i was with was performing ok for me. Ben gave us his background on financial planning and we had a second meeting with Ben. After this meeting my wife and myself decided to let Direct Wealth look after our finances. We could not be more pleased with our switch to Direct Wealth as the team there are so helpful and keeping us informed on our financial matters. I would recommend to anyone Direct Wealth for looking after their financial planning.
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Russell & I met with Erin just recently. We find Erin very easy to talk to and she listens to us to give us the best advise. We are now in our next stage of life and Erin has provided us with excellent advise on how to move forward so we can enjoy our retirement without any worry. We cant recommend Erin highly enough for anybody looking for Financial Guidance.
google
Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
google
Had my first meeting with Greg and Simon today.
Very professional and answered all my questions with the exact details I was looking for in a financial team.
Other companies beat around the bush.
Really friendly and down to earth team.
This is my 3rd meeting this week with a advisory firm.
Should have just contacted them first
google
I highly recommend speaking with Erin if you’re seeking a Financial Advisor. She is knowledgeable, an excellent communicator and honest. She listened to my circumstances and tailored a plan to my needs.
google
My wife and I found direct wealth excellent to work with and we would highly recommend them for any financial needs whatsoever. A special mention to Kirsty who did everything for us and made the whole process very simple and Jasmine in the office who very efficient in sending all our paperwork and ensuring we were aware of each process.
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Natalie, has given me exceptional support and service. I could not have done it without her. She has always been a ph call away, and nothing is to much bother. I am so grateful her advice and knowledge when it comes to finances. Thank you Natalie.
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Erin is very approachable and patient. She took time to understand our goals and built a customised plan for us. She walked us through it in a way that was easy to understand and allowed us to move forward at our pace.
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Natalie is always available to help Sherry and I with accurate and timely support when ever we need help. Over the last couple of years it has been very trying for us with dealing with all the red tape with our personal issues and Natalie has always been caring, supportive and a great support to us one that we could not have continued without and we both thank her and the team from the bottom of our hearts.
Thanks Richard 😀
google
As a new client of Direct Wealth, I have been very impressed with Ben and the time he has taken to understand my changing financial situation and to work a best solution for me for the present and into the future.
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Ben from Direct Wealth went above and beyond in handling my wife prior to her passing
I have met with Ben in several occasions since Linda’s passing and I could not be more grateful and impressed with Bens handling of the Estate of my wife’s financial affairs
I met with Ben today 09/01/2024 and I have no other words to explain how Bens work in preparing my wife’s affairs to be transferred as noted within the wishes of my dearly departed wife of over 50 years together Bens work ethics and delivery is extremely professional
google
My partner and I have recommended Erin to family and friends. We highly recommend her for her financial planning services. If you have been thinking about a financial planning service, make the call. We wish we had done it sooner!

Erin is authentic, knowledgeable and personable. The entire Direct Wealth team have been incredible to deal with during the process. Erin takes the time to ensure we are well-informed so we feel empowered in our decision making around our wealth management and financial planning. We feel so prepared for our financial future and it’s exciting!
google
Working with Erin from Direct Wealth, I can’t speak more highly. Erin is extremely knowledgeable and informative with a fantastic demeanour – not bothered by all of my questions. I originally went to look at investment advice and options, but Erin has gone the extra mile and provided additional financial wellbeing enhancements which I’m excited about! Feels like I’m in good hands and excited to work with Erin and the Direct Wealth team.
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We came to Lyle at Direct Wealth not knowing where our next financial step in life would go. With Lyle’s help, we are now looking forward to a comfortable retirement. He is very knowledgeable, and we highly recommend Lyle at Direct Wealth.
google
Kirsty has recently taken over my superannuation account and I’m very impressed with the service I have received since coming across. I feel very comfortable with Kirsty, I trust her and she has provided open and honest advice. I think Kirsty is a shining star, shows consideration of my needs and is very easy going.

We've Helped Thousands of Clients Secure Their Future with Confidence and Clarity   

A picture of a happy older couple dancing in their kitchen

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!

5 Over 112 Reviews

Ready to start your journey?

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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Frequently Asked Questions

Rarely does someone come to us wanting to build wealth and never touch it!

Our clients usually have financial goals that are connected to life goals – our main purpose is to figure out what kind of life you want to live and work with you to make your ideal a reality.

By asking questions and discussing what you want to achieve with your life, we’ll bring to light what working with a financial advisor is like, how our process works, and how we’ll help you get to where you want to be.

The goal is to give you everything you need so you can make an informed decision about whether or not working with us is the best option for you.   

Then, we begin to establish, protect and grow your wealth. We make sure everything stays on track and your finances continue to work hard for you throughout the years.

The best part? Your financial plan isn’t about scarcity, forced savings, and not having fun. We’ll build all the freedom you want into your plan while keeping your end result in focus. 

With our support, you can enjoy continuing confidence and peace of mind from knowing that you’re on track. We’ll also be here to support you when things don’t quite go to plan – because that’s life! 

Our clients tell us feeling comfortable about retirement is mainly about knowing “Can I retire when I want and have enough for long enough?!”

“Enough” is different for everyone and can change over time. We can also influence “Enough” by proactively suggesting strategies to not only maximise the years leading into your retirement, but the decades prior to this, so you aren’t left wanting with no time to act.

We complete and provide you with detailed financial projections, giving insight into what kind of life you can expect to live. We make sure there is enough to last so that you don’t fall short, while creating options if there is a gap.

All of this is provided in a way to balance the life you want to live tomorrow without sacrificing the life you want today.

Typically, financial planners love to show portfolio reports and take inventory of your current assets and liabilities, with little discussion as to how this actually impacts your life for better or worse.

Our focus is on providing regular progress updates to you celebrate your successes, make course corrections if things have changed or aren’t important to you now, and proactively review your financial products and strategies.

All of this is to provide you a sense of working towards an outcome rather than just talking about it, while recognising just how far you’ve come along the way.

We don’t like to be too ostentatious with our claims, but we do offer a highly competitive option for those who need an honest, genuine and truly supportive financial advisor in Brisbane.

Of course, the quality of our service shows is reflected in the results. 

We strive to provide our clients with nothing but the best, and we believe that shows through in the real feedback that we receive (which you can see above) and our numerous industry awards.

We also have a high client retention rate, so we must be doing something right!