Merry Christmas! We close on Friday, 19 December and re-open Monday, 5 January. 

4.9 Over 265 Reviews

Your Trusted Financial Advisors in Cairns

Straightforward financial advice in Cairns to help you make smart choices and feel confident about your future.

As seen on:

CH7-logo

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 alone.

Our Cairns financial advisers are here to help you unpack your options and build a plan that fits your life, your goals and your pace.

We’ll help you feel more confident with your money, and support you in making decisions that genuinely move you forward.

Award-Winning Service, Backed by Real Results

We’re proud to be recognised — but what matters most is the trust our clients place in us every day.

What We Help You Achieve

We help you make sense of your financial options so you can feel more confident about the future. Whether you’re getting organised or planning ahead, we’ll guide you through:

Our aim is simple: to make managing your money feel more straightforward.

How Our Advice Process Works

We keep financial planning clear, supportive and focused on what matters to you.

  1. Start the conversation. Tell us what you’d like to achieve.
  2. Get your plan. Practical steps tailored to 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 as things evolve.

It’s a simple, proven process — personal, thoughtful, and designed to give you confidence.

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

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. 

4.9 Over 265 Reviews
google
Erin has been a wonderful, caring and so helpful advisor working with her client and supporting family with the clients best interests always at the heart of her advice and focus. Erin’s professional skills and her personal manner enabled this new business relationship to commence expeditiously and confidently.
google
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..
google
Nathan has been a huge help setting up my financial future and building a retirement plan. Thanks Nathan!!
google
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.
google
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.
google
We are very happy with Alaina’s service. This has given us a great reassurance heading towards retirement.
google
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.
google
Enthusiastic, knowledgeable, Lyle couldn’t help us more. Definitely been a positive experience for us
google
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
google
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.
google
Always find Alaina, Jacinta and all the staff so helpful. Their experience makes me feel confident in the advise they give.
google
We had a wonderful experience with Jacinta – she was extremely patient and informative. Highly recommend.
google
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.
google
Helping me navigate to road to retirement. Information appears relevant to my situation. Good communication , everything explained in a very pleasant manner. Thank you
google
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.
google
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 🙂
google
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.
google
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!!!
google
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.
google
Great experience with Nathan at Direct Wealth. Very responsive and transparent throughout the entire process. His advice has been thoughtful and strategic. Highly recommend
google
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 .
google
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.
google
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.
google
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.
google
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.
google
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.
google
Levi was knowledgeable and explained the future processes well. We are looking forward to working with him and Direct Wealth.
google
Extremely professional and versatile people that are always happy to help and provide professional guidance.
google
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!
google
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.
google
Sam is friendly and professional…I couldn’t ask for better guidance to the road to retirement. Thank you
google
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!!
google
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.
google
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.
google
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
google
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.
google
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.
google
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!
google
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.
google
Lyle is a great professional financial advisor. So easy to understand, goes through everything and would highly recommend Direct Wealth.
google
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.
google
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. 🙂

What’s Included in Your Financial Advice Service

Our Cairns financial advice is all about giving you clear, practical guidance — so you know exactly what to expect when you work with us.

Strategy & Planning

We’ll help you set defined goals, build a plan that fits your lifestyle, and stay on track as things change.

Super & Investments

Get smart, tailored strategies to grow your wealth and make your super work harder for you.

Personal Insurance

Protect what matters most with insurance recommendations built around your needs.

Retirement

Plan for the lifestyle you want in retirement with practical, step-by-step support to help you get there.

Meet Our Team of Brisbane Financial Planners

Meet the people who’ll be in your corner — supporting you to make clearer, more confident financial decisions at every stage of life.

Our Cairns advisers bring genuine care, experience and practical guidance to every conversation. We take the time to understand what matters to you, so we can help you build a financial future that feels stable, achievable and right for your goals.

Director & Executive Financial Adviser
Senior Financial Adviser
Financial Adviser
Financial Adviser

Feel More Confident About Your Financial Future

If you’re ready for clearer guidance and a plan that truly fits your life, our Cairns financial advisers are here to help. 

Let’s take the next step together. Reach out today and start feeling more in control of your money.

Our Cairns Location

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

Cairns

92 Pease Street, Manoora QLD 4870

Get Directions ↗

Call Us

(07) 3556 9400

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.

4.9 Over 265 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 in Cairns do?

A financial adviser in Cairns helps you make confident decisions about your money, including investing, superannuation, retirement planning and protecting your assets. You’ll receive practical, personalised guidance based on your goals.


2. Do I need a financial adviser if I’m not earning a high income?

Yes — financial advice isn’t only for high earners. Whether you’re building savings, reducing debt, improving cash flow or planning ahead, good advice can help you make the most of what you have.


3. How do I choose the right financial advisor in Cairns?

Look for an adviser with relevant experience, transparent fees, strong communication and a personalised approach. A first conversation is the best way to see if they’re the right fit.


4. What services do your Cairns financial advisers offer?

We provide superannuation and retirement planning, investment guidance, insurance advice, tax-efficient strategies and help with budgeting, cash flow and long-term planning.


5. How much does it cost to get financial advice in Cairns?

Costs depend on the type of advice you need. We’re upfront about pricing and will explain all fees clearly before you begin. Please note, we don’t offer one-off or fee-for-service arrangements.


6. What should I bring to my first meeting?

Bring information about your income, expenses, debts, superannuation, investments and any financial goals you’d like to talk through. If you’re not fully prepared, that’s completely fine — we’ll guide you.


7. When should I start planning for retirement?

The sooner you start, the more options you’ll have — but it’s never too late. Whether you’re in your 40s, 50s or getting close to retirement, tailored retirement advice can help you feel more prepared.


8. What’s the best way to start investing?

The best approach is to invest with a clear plan and a diversified portfolio. We help you understand your options, manage risk and build a long-term strategy that suits your comfort level and goals.


9. Do you offer financial advice to people nearing retirement?

Yes. We help Cairns clients prepare for retirement by optimising superannuation, improving income planning and creating strategies to support a comfortable, secure lifestyle.


10. How do I get started with a Cairns financial adviser?

Simply reach out using the form on this page. We’ll organise a chat to understand your goals and guide you through the next steps to begin your personalised financial plan.