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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.
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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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.
At Direct Wealth, the numbers tell our story. With years of dedicated service, tons of experience, and countless happy clients, we’ve built a reputation for trust and excellence.
Here’s a look at what we’ve achieved:
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, 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.
Suite 4/345 Sheridan St, Cairns North 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 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.
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.
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.
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!“
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.
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!
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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.