5 Over 116 Reviews

Financial Advisor Cairns

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Trust our experienced financial advisers in Cairns for expert advice and ongoing support.

We aim to secure the best possible outcomes for your financial future.

5-Star Financial Advice in Cairns

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've Won Numerous Awards for Our Outstanding Service

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 Working with Our Cairns Financial Advisors Do for You?

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.

A happy couple takes a selfie on the beach as they smile in the morning sun.

Here's What We Can Help You With

Our financial advisers provide a range of services to help you manage and grow your wealth.

From daily financial decisions to investment strategies, superannuation management, estate planning, and tax efficiency, we’ve got it all covered.

We customise our advice to meet your specific needs and goals, ensuring you stay on the right path to financial success.

Whether you need help with your finances now or are planning for the future, we’re here to guide you every step of the way. Our goal is to make sure you’re well-prepared for what’s next, with personalised advice that sets you up for success. We’re dedicated to helping you get the best outcome for your financial future.

The Numbers

Years of outstanding service
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Years of collective experience
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Happy & successful clients
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Funds under management
$ 0 B+

Why Choose Us?

Working with our experienced financial advisers gives you a real advantage.

Handling financial planning on your own can be tough. With us, you’ll have access to expert advice, professional insights, and ongoing support—all crucial for managing your money effectively.

Our advisers are great at crafting strategies to grow your wealth. They simplify the complexities of finance, helping you make smart decisions that fit your goals.

We take the time to get to know you and understand your unique situation. This way, we can offer advice that really works for you.

No matter what financial challenges you face, our team is here to help you build a future that exceeds your expectations. We’re committed to making the financial planning process easy and stress-free, so you can focus on what’s most important to you.

We’re all about creating financial plans that perfectly fit your life.

Our advisers take the time to really get to know you—your current financial situation, your goals, and your dreams. With this understanding, we tailor a financial plan that’s just right for you, ensuring it matches what you want now and in the future.

Whatever you’re aiming for, our personalised advice is here to help you get there. With us, you’re not just planning; you’re actively shaping your future.

We pride ourselves on offering ongoing support and adjusting your plan as your life changes. Your financial plan should grow and evolve with you, and we’re here to make sure it does.

Managing your personal finances can be challenging, and it’s easy to make costly mistakes.

Many of our clients have shared how tough it was to handle their finances alone—dealing with complex choices and unexpected issues.

That’s where we step in. We make financial management simple for you.

We focus on smart saving strategies, tax-efficient investments, and effective retirement planning to set you up for success. Our proactive approach not only secures your future but also gives you peace of mind, knowing your finances are in good hands.

With our support, you’ll gain the confidence to make decisions that strengthen your financial stability and ensure a bright future.

Our Location

Direct Wealth’s Cairns office is conveniently located in the heart of vibrant Cairns, close to the beautiful Esplanade and just a short distance from the Great Barrier Reef.

We welcome all visitors, though we recommend booking an appointment to ensure someone is available to meet with you.

Cairns Office

Suite 4/345 Sheridan St, Cairns North QLD 4870

Meet Our Team of Cairns 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. 

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.

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

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.

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!

Cairns Financial Advisor Services

We offer a variety of financial planning and wealth management services to help you achieve your financial goals.

We make sure your finances are in order.

Our accountants can handle everything from tax to managing your books and providing financial advice. With our support, you can make better financial decisions and keep your business and personal finances running smoothly.

Managing your money shouldn’t mean sacrificing your lifestyle.

We’ll help you create a budget that aligns with your financial goals and suits your way of living. This way, you can enjoy the present while preparing for the future.

Find out how our cash flow management and budgeting services can keep your finances on track and let you enjoy the things you love. Read more here – Cash Flow Management Cairns.

Ensure your wishes are clearly defined and your loved ones are well taken care of with our estate planning services.

We guide you through the entire process, making sure every detail aligns with your intentions.

Learn more about our estate planning services in Cairns here – Estate Planning Cairns.

Finding the right loan can be challenging, but our finance brokers are here to make it easier.

Our experts specialise in identifying the best loan structures and terms tailored to your needs, whether you’re buying a home, investing, purchasing new equipment, or refinancing.

We work diligently to find solutions that enhance your financial flexibility and help you achieve your goals more efficiently.

Making the right financial decisions can reduce the cost of debt, providing you with more financial freedom and significant savings.

Our team is here to guide you through the process, ensuring you secure the best lending options available.

We offer personalised advice to help you choose the right loans and manage your debt effectively.

Visit our Finance & Lending Cairns page for more info.

Creating the right investment strategy isn’t just about picking stocks; it’s about understanding your unique financial situation and goals.

That’s where we come in. We customise your portfolio to fit your needs, guiding you through the options to find the best fit.

Our team of experts stays on top of market trends and opportunities, ensuring your investments are well-positioned for growth.

Interested in how we can help? Learn more about our investment advice services in Cairns – Investment Advisor Cairns.

Getting the right mortgage is a big deal, and our mortgage brokers are here to simplify the process for you.

We shop around, comparing rates, terms, and features from multiple lenders to find a mortgage that suits your budget and lifestyle. Our goal is to help you secure your dream home with ease and without stress.

Being fully protected is crucial, and we’re here to help you find the right insurance coverage for your lifestyle and financial well-being.

Our experts will guide you through the options to ensure you have the best protection in place. We offer personalised advice on life insurance, TPD (Total and Permanent Disability) insurance, and more, ensuring you and your loved ones are safeguarded against life’s uncertainties.

Discover more about our personal insurance advice in Cairns here – Insurance Broker Cairns.

Ready to plan for a retirement that suits you perfectly?

Let’s create a roadmap that balances well-deserved freedom with solid financial security.

At our Cairns office, we make retirement planning simple and stress-free. We listen to your needs and tailor a plan that fits you. Want to know how we can help you enjoy your golden years without a worry?

Discover more about our retirement planning services here – Retirement Planner Cairns- Retirement Planning Cairns.

Managing a self-managed super fund (SMSF) doesn’t have to be daunting.

Our team simplifies the complexities and handles the ongoing responsibilities of managing your SMSF.

We provide expert advice and support, ensuring your SMSF is compliant and tailored to your financial goals. Whether you’re just starting or need help with ongoing management, we’re here to assist you every step of the way.

Find out how we can make your SMSF journey smoother and more straightforward. Learn more here: Self Managed Super Fund Cairns.

Choosing the right superannuation strategy goes beyond just picking a fund; it involves customising contributions, investment choices, and retirement planning to ensure the best outcomes.

Our expert advisers offer comprehensive guidance to optimise your super and support a comfortable retirement.

We take the time to understand your unique financial situation and goals, providing personalised advice to help you make the most of your superannuation. Whether you’re just starting your super journey or looking to maximise your retirement savings, we’re here to assist you.

Find out how our superannuation advice services in Cairns can enhance your financial future – Superannuation Advice Cairns.

Read our Rave Reviews

These aren’t curated reviews; they’re 100% genuine.
5 Over 116 Reviews
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We have been working with Brett for some years. We first met Brett when we were in need of assistance with super and he helped us navigate our way to the happy future we have today. We have since undertaken full financial planning with Direct Wealth and we are immensely pleased with the guidance and advice. I could not recommend a better financial planner to assist manage your future.
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
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
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.
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
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.
google
Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
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.
google
We have been a client for many years and would highly recommend. Kirsty goes above and beyond to assist and makes you feel extremely comfortable and have peace of minds that you are in good hands.
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.
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.
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
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
Sam and Ella were excellent in providing general information for my parents who are looking to retire. Whilst we aren’t at the stage to utilise the service we are very impressed by their professionalism and genuine care.
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.
google
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
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.
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
Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .

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

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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.

5 Over 116 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

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.