Welcome, and thanks for stopping by!
You’ve found your new team of financial planners right here in Cairns. We’re ready to provide you with expert financial advice tailored to your needs.
Our approach to managing your wealth is all about ensuring you enjoy a prosperous life now and in the future.
Keep reading to find out more about us, what we offer, and how we can help you reach your financial goals.
We’re proud to be recognised — but what matters most is the trust our clients place in us every day.
Working with a financial advisor is all about enhancing your financial well-being.
We’re here to help you reach your financial goals and provide the support and insights needed to handle financial challenges with ease. Whether it’s simplifying complex issues or offering tailored advice, we’ve got you covered.
Our financial advisors take the time to really understand your unique situation and craft strategies that fit you perfectly.
Whether you have specific financial goals or just need some general guidance for life’s ups and downs, our advisors are here to help. They offer the clarity and support you need to confidently manage any financial situation and ensure you’re always ready for what comes next.
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.
Helping you get to where you want to be is what we do best. In this video, senior financial advisor, Erin, shares how we help our clients succeed.
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 Cairns office is conveniently located in the heart of vibrant Cairns North, close to the beautiful Esplanade.
We welcome all visitors, though we recommend booking an appointment to ensure someone is available to meet with you.
Suite 4, 345 Sheridan St, Manunda QLD 4870
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
Alaina is a financial adviser working closely with couples in their 40s to 60s who are ready to plan for retirement. With a strong technical foundation in superannuation and strategy, Alaina helps clients navigate their financial decisions with clarity, structure, and purpose.
Known for her practical approach and ability to simplify the complex, Alaina works with clients to build personalised retirement roadmaps that align with their lifestyle goals and financial position. She understands how to balance cash flow, market movements, and government rules to deliver outcomes that feel achievable and empowering.
A proud member of the Cairns Chamber of Commerce Management Committee and an award-winning business leader, Alaina brings a calm confidence to every conversation and a deep commitment to helping people make smart, informed decisions about their future.
Lyle has been a registered adviser since 2013 and specialises in holistic financial planning advice.
He aims to provide quality service and personalised advice tailored to his client’s needs that is easy to understand. He prides himself on building long-term relationships with clients and guiding them through the process to meet their financial goals.
Lyle has completed extensive study related to the financial planning industry, including his Diploma of Financial Planning (DFP), Advanced Diploma of Financial Planning (ADFP), Graduate Diploma of Financial Planning (GradDipFP) and Master of Financial Planning (MFinPlan) and SMSF specialist course. He is also a qualified Justice of the Peace (JP Qual).
He understands and respects the importance of education in the financial planning industry and welcomes the new education requirements being enforced.
Authorised Representative Number: 438486
Jacinta has worked in financial planning since 1998. She thrives on helping people get financially organised and take purposeful steps towards living their best lives.
Jacinta is known for her down-to-earth style and ability to simplify complex decisions. Whether clients are thinking about reducing work, clearing debt, or setting clear retirement goals, she helps them build a structure that supports the lifestyle they want.
Her focus is always on delivering practical advice that leads to real outcomes — clarity, control, and a financial future that feels achievable. With lived experience balancing business, family, and life’s curveballs, Jacinta brings empathy and expertise to every client relationship.
Jacinta loves travelling with a 7kg backpack. She’s a proud parent of 3 – 2 human kids and one fur baby.
These reviews are carefully collated from all of our office locations and reflect the real experiences of our valued clients. You can also find reviews for our Cairns office on our local Google listing: Direct Wealth – Financial Advisor Cairns.
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!
William Chang
Satisfied Client
“I was recommended to Direct Wealth in 2022 and began working with Sam Dwight as my financial advisor.
Over the last 6 months or so, they have helped me begin the process of planning and executing a roadmap to future financial security.
Throughout this process, the team has been communicative and informative. They understood my current financial and personal circumstances and worked hard to ensure we had a robust plan.
With their help, I believe my future financial wellbeing is in good hands and I look forward to working together with Sam and Direct Wealth for many years to come.“
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!
Working with a financial advisor can help you reach your financial goals more efficiently. They provide expert advice, personalised strategies, and ongoing support to help you make informed decisions and avoid costly mistakes.
Financial advisors take a close look at your financial situation, risk tolerance, and goals. They consider things like your timeline, income needs, and long-term objectives to create a plan that’s just right for you.
A good financial advisor has the right qualifications and experience, and a solid reputation. They should be clear about their fees, communicate well, and understand financial planning deeply. Trust and a good personal connection are also important.
Financial advisors usually offer regular check-ins to review your financial plan, update you on your investments, and adjust your strategy as needed. They’re there to answer your questions and provide guidance as your financial situation changes.
A financial advisor can help you create a plan to ensure you have a steady income throughout retirement. They can advise on the best ways to use your retirement savings, maximise Social Security benefits, and manage your expenses.
In your first meeting, the financial advisor will ask about your financial goals, current situation, and any concerns. They’ll explain their services, discuss how they can help, and outline their fees. It’s also a chance for you to ask questions and see if they’re a good fit for you.
Financial advisors help manage risk by diversifying your investments, recommending the right insurance, and creating strategies to protect your assets. They look at potential risks and plan ways to minimise them, keeping your finances stable.
Look for a financial advisor with relevant certifications (like CFP or CFA), a strong educational background in finance, and plenty of experience. It’s also good if they belong to professional associations that enforce ethical standards.
Absolutely! Financial advisors can assist small business owners with cash flow management, retirement planning, tax strategies, and succession planning. They provide tailored advice to help your business grow financially.
Financial advisors stay current by continuing their education, attending industry events, joining professional networks, and keeping up with financial publications. This helps them provide the best advice for their clients.