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5 Over 162 Reviews

Finance Broker Services

Looking for the best finance options? Our finance broking services make it easy to find the right loan.

Whether it’s for your home, car, business, investment, or anything else, we'll find the best deal for you.

Find the Right Financing

Getting the right loan can make a huge difference in your financial situation.

Our finance broking service makes it easy, giving you expert advice to find the best finance options. Whether you need a home loan, car finance, car loans, bike finance, business loans, or investment funding, we tailor our services to fit your needs and goals. Let us handle the hard work of finding the perfect loan products for you.

Award-Winning Service, Exceptional Results

We’re proud to say that we’ve been recognised for being amongst the best in Australia. 

Financial Adviser Erin Truscott Explains Our Finance Broking Services

Erin Truscott explains how our finance broking services help you find the best financing options. Learn how we guide you through the borrowing process, ensuring you secure the right loans for your needs, so you can achieve your purchasing goals with confidence.

Play Video

Erin Truscott:
My name’s Erin, and I’m a financial advisor at Direct Wealth. At Direct Wealth, we have a number of services we offer around lending, and the two main services we offer are around personal lending for your home and, also, commercial lending. So, this could be things you might need to borrow for to get equipment for your business.

So, when we think about a referral to one of our specialist lenders, this would be mainly for two key areas, whether it’s a review of your existing loans and they want to reduce some cost, or to borrow money to fund a new purchase. This could be either the purchase of a new home or a commercial space, or also some commercial product for your business, whether it be equipment or a space for you to run your business from.

One of the things we see at Direct Wealth often is people coming to us looking for ways to just reduce the risks that they have and the debt that they hold. One of the easiest, quickest ways that we would look at for them is their debt, how that’s structured, and how we can get someone to help them restructure that. So once you sit down with an advisor at Direct Wealth and we identify that there’s a need there, we’ll refer you to our specialist broker who can help you work through the process, help reduce some of those debts, or the interest that you’re paying on those debts, to help you, in turn, pay down those loans more quickly, which reduces your risk and allows you to feel more comfortable and confident in lower debt levels and a healthier balance sheet.

The main benefit of having a personalised lending plan in place means that you’ve had your structure reviewed personally for you. It’s also being stress tested to ensure that you can feel confident that the plan you have to move forward is doable and that you are able to review that on an ongoing basis in line with your life as things change. So, if you are thinking about starting your financial planning journey, or perhaps you might be looking for a new financial advisor, please do reach out to the team at Direct Wealth. We have a number of wonderful advisors here who can really help you on your journey and give you peace of mind that the plan you have in place is going to make sure that you are okay now and into the future. We really look forward to hearing from you.

What Do Our Finance Brokers Do?

Our finance brokers act as the middlemen between you and the lenders, making it easier to get the financing you need. They take the time to understand your financial situation and goals, then search for loan options that fit you best. Here’s how they help simplify the process: 

  • Evaluate Your Situation: They look at your finances and credit history to figure out which loans and loan amounts are a good match.
  • Market Research: They check out a range of lenders and loan products to find the best deals, ensuring transparency about any commission from the lender or higher commissions involved.
  • Loan Applications: They handle the paperwork and application process, taking the pressure off you.
  • Negotiation: They talk to lenders to get you the best terms and interest rates.
  • Expert Advice: They offer ongoing support and advice throughout the loan term to help you make informed decisions.

Whether you need a home loan, car loan, bike loan, business financing, or investment funding, finance brokers give you expert guidance and support to get the best terms and rates possible.

What Can Our Finance Brokers Help You With?

Our finance broking services are here to make getting a loan easy and hassle-free, while ensuring you get the best deal available.

We start by getting to know you and your financial goals, offering personalised solutions tailored to your situation. Here’s how we can help:

  • Home Loans: We’ll find the best mortgage rates and terms for your new home or refinancing needs.
  • Car Loans: We’ll help you secure competitive financing for your new or used car, acting as your car finance broker.
  • Bike Loans: Whether it’s for a motorcycle or a dirt bike, we have the expertise to find the best bike finance options.
  • Business Loans: We provide customised financing solutions to support your business growth and operations, working as your dedicated business finance broker or commercial finance broker.
  • Equipment Loans: Need new equipment? We offer specialised equipment finance services to help you acquire what you need for your business.
  • Personal Loans: Whether it’s for a project, renovations, or unexpected expenses, we’ll find flexible financing options for you.

With our expertise and wide network of lenders, we make the loan process simple and stress-free, ensuring you get the best possible deal.

How Can Finance Broking Services Benefit You?

Our finance broking services are designed to help you reach your financial goals and build a secure future. Here’s what you can look forward to:

  • Achieve Your Goals: Whether you’re buying a home, starting a business, rewarding yourself for your hard work, or investing, we’ll find the right finance options for you.
  • Enhance Your Financial Plan: We ensure your loans fit seamlessly into your overall financial strategy, considering your financial situation and long-term objectives.
  • Ongoing Support: We look at the bigger picture, making sure all your financial decisions are well-connected.
  • Confidence in Your Decisions: With tailored finance solutions, you can move forward with confidence, knowing you have secured the best financing options for your unique situation. 

Choosing our finance broking services means more than just getting a loan – it’s about investing in a brighter, more secure future.

Our Success in Numbers

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:

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

Why Choose Us?

We make finding the right financing options easy, ensuring you get the best deals for your needs. Our goal is to make finance broking simple, effective, so we can help you succeed. 

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 — the key ingredients for success.

Whatever the challenge, our brokers have the expertise to help you get the best outcome. 

Everyone’s financial journey is unique, and so is the service we provide.

Our brokers aim to thoroughly understand your financial situation and goals, so we can design a plan that suits your needs.

Whether you’re looking for better loan options or tailored financial solutions, we can help you secure the best options for your needs.

Securing the right finances can be challenging, but you don’t have to tackle it on your own.

Our brokers simplify the loan process, making it easier for you to make informed financial decisions.

With our guidance and support, you gain the peace of mind that comes from knowing you have secured the best financial options.

Read Our Rave Reviews

These aren’t curated reviews; they’re 100% genuine.
4 Over 153 Reviews
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
Just started with this company and my adviser is Erin. So far I like everything about them and her- very friendly, relatable, down-to-earth and approachable. I am glad I found them and looking forward to see what comes next!
google
I had an excellent experience with Direct Wealth and Kirsty in setting up my personal insurances. The team are incredibly knowledgeable and took the time to understand my unique needs and circumstances. She explained all my options clearly and helped me choose the best coverage to protect myself and my family. The process was seamless, and I felt confident and well-informed every step of the way.
google
Thanks Luke -We are very happy with the past seven years of financial recommendations.
We have worked together to plan our transition to retirement and now this is coming to fruition. So grateful for your assistance.
Your knowledge regarding Centerlink has also been very helpful.
google
I had the pleasure of working with Ben for my financial planning needs, and I can’t recommend him highly enough. From the outset, Ben demonstrated a deep understanding of financial strategies and an impressive ability to tailor his advice to my personal situation. His approach is thorough, clear, and remarkably effective.

Ben took the time to explain complex concepts in a way that was easy to understand and always made sure I was comfortable with each decision. His attention to detail and proactive communication helped me feel confident about my financial future.
google
We have been under the financial guidance of Kirsty for our future plans . At first it was such a daunting decision but Kirsty was happy to explain and answer all of our questions in a friendly and open manner. We are very happy to be with the team at Direct Wealth.
google
I recently had a follow up meeting with Luke Youd who has now joined the Direct Wealth team. As usual the meeting with Luke was very informative and he is always generous with his time to explain things to me – regardless of how obscure my questions might be.

I have great confidence in my dealings with Luke going forward and also with the friendly Direct Wealth staff in general, who are helpful and proactive with their communications with their clients.
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
Today I met with Luke, his understanding of my financial position was very clear. The advice Luke shared with me for my retirement plan was clear and uncomplicated. I now feel much more at ease and confident with my view of the next step in my life. He was very down to earth and friendly to talk with and discuss all my options.
Thank you Luke
google
I was impressed with the level of service and knowledge Lyle and the office team offered me for the obtaining of my first home loan!
Overall, the financial advice I received was invaluable in securing my first home loan! I highly recommend calling Sally to arrange an appointment with Lyle for a master in professional advice for any significant financial commitment or goal!
google
Over the course of about 3 years we have become so comfortable with Luke we feel like we are talking to family when we meet. Luke has been honest and straight forward from when we first met and has certainly led us in the right direction in preparation for retirement. Luke always responds quickly when we have a query and is very patient with our quirky ideas. We are very grateful for our relationship with Luke.
google
Ben Marlow was initially thrust upon us after the amalgamation of our accountants with Direct Wealth and this is without doubt one of the best financial outcomes to have happened to my wife and I. Initially I was sceptical of his enthusiasm and apparent desire to nurture and improve our financial stability moving towards retirement. Ben has tailored his communication style to not only be relatable to us but also educational and has further embedded our trust in his advice with proven outcomes. I would absolutely recommend Ben to any prospective client.
google
My husband and I couldn’t recommend Luke highly enough to look after your financial dealings for your retirement. We feel in good hands with his vast knowledge and his amazing ability to provide us with prompt advice. Luke is astute and has great personality, our catch-ups are never boring 😊
google
When it comes to financial advice and strategies to set you up for the future, Luke Youd and his team are the only choice.
google
The Direct Wealth team were a pleasure to deal with. Kirsty was efficient and extremely flexible with fitting in around my work schedule.

Kirsty broke everything down and made the entire process seamless. Kirsty communicated everything clearly and walked me through step by step which I am so thankful for.

I couldn’t recommend highly enough!
google
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 association with Luke Youd began around 5 years ago. His advice, guidance and expertise has steered us safely, successfully and profitably to a great semi retired lifestyle, arguably, 10 years or potentially more, ahead of schedule. We count ourselves very fortunate to have Luke in our corner. He has our sincerest thanks. If there were more stars we’d click everyone of them.
google
Excellent service since the takeover from Peter Jordan, all quire’s handled with professional care and help towards my Superannuation fund.
Cheers Gary Smith.
google
I’d give more stars if I could…the best service ever! Caillin and Ben H. went above and beyond for me…I couldn’t be happier! Thanks so much for all your hard work! I would highly recommend Direct Wealth…especially Ben and Caillin!
google
I have used these people for a couple of years now i have just entered retirement they helped my transition to retirement run very smooth.
google
My wife Jackie & I have recently completed an annual review with Kirsty. Whilst we have been looked after by Kirsty for a few years now we continue to be impressed with her knowledge, professionalism & lovely outgoing manner. We would also like to add that the support & office staff at Direct Wealth appear to be of the same high standard.
google
Very knowledgeable and experienced team. Provided very professional advice & information & I would highly recommend.
google
Ben Marlow from Direct Wealth has been a sound financial advisor for me and my wife for multiple years. Ben’s positive attitude, willingness to adapt and understanding of the financial system have helped us greatly. I highly recommend using Ben and his team.
google
Since changing over from another Financial Advisor to Direct Wealth two years ago I find them to be a very professional and knowledgeable business. I recently had my yearly review with Ben, and I was very impressed with the way my finances are being looked after. I look forward to my next review. I would certainly recommend Direct Wealth to any interested prospective client.
google
More than happy with Ben’s service. Worked with him for 3 years planning retirement, and I’m now making the transition next month! Very excited and looking forward to working with Direct Wealth moving forward!
google
My wife and I met with Kirsty and she made us feel at ease with explaining how she would invest our money for retirement and resolved concerns we had. Kirsty was very thorough and made us feel comfortable with our decision to utilise Direct Wealth.
google
I can’t speak highly enough about Luke. Luke has taken the time to understand our situation and our goals. Luke has a deep knowledge of the market and has an ability to explain complex financial concepts in a way that is easy to understand. Luke is always available to answer any questions we have.
google
I highly recommend Ben Marlow at Direct Wealth. Ben consistently provides outstanding financial advice. His guidance is always timely and informed. He’s been an invaluable partner in navigating our financial journey, offering tailored advice that perfectly suits our current situation. Thanks Ben!
google
I had a fantastic experience with Direct Wealth! From the very beginning, I felt comfortable with the entire process. Kirsty and the team were professional, knowledgeable, and always available to answer my questions. They took the time to understand my needs and provided tailored advice that I could trust. I highly recommend Direct Wealth to anyone looking for expert financial guidance. Thank you for your exceptional service.
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
Direct Wealth have always had a fantastic, client focused, efficient relationship with their clients, and we are very happy with the way that they interact and work with us to ensure a safe, secure, profitable outcome for us in our retirement.
Their client service is a personal relationship which suits the way we prefer to operate, but it makes our financial planning very easy, yet driven by a professional commitment to best practice in their field.
We are very happy to be clients of Direct Wealth.
google
Can’t speak highly enough of the advise that Joel & the team at Direct Wealth have supplied. Joel is always available when we need to contact him & answers our questions with ease. We have delt in the past with other super companies & have found Direct Wealth the easiest & most professional to deal with, we have no hesitation in recommending Joel & Direct Wealth to our friends & family.
google
Was my first time seeing a financial advisor and Luke make this process easy and straightforward he was down to earth and realistic, he listened to my dreams and business ideas and he has already in a few days put together the plan for me to get my goals.
I would highly recommend Luke to anyone who is looking to better there financial future.
google
Our circumstances changed and we needed advice fast. Lyle took the worry and panic away by setting up our portfolio to ensure our future is protected.
Lyle is professional, courteous and truly cares about his clients. His knowledge is exceptional and he is efficient.
Our family has total trust in Lyle and the team at Direct Wealth, knowing that they have our best interests in mind.
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
My wife and I have had Lyle as a financial advisor for a number of years and watched our portfolio grow. Lyle consistently provides us with excellent advice and his communication is outstanding. He provides us with constant support with the correct guidance extremely quickly when needed.
I have recommended many personnel to Lyle. The feedback I obtain from these personnel is that Lyle is excellent.
google
Luke Youd is a quiet genius when it comes to financial affairs. He has an excellent knowledge of tax, legal and Centrelink requirements. He is a huge asset to us in assisting our clients achieve their financial goals. Thanks Luke!
google
Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
google
Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
google
Initial chat with Ben. Found him very patient, knowledgeable, and easy to talk to. Ben also came across as proactive – when presented non-financial industry information relating to an industry specific risk in a space that was removed from the finance industry, and that he wasn’t previously aware of – Ben indicated that he would go away and investigate that further risk so he could be informed for his other clients. Ben followed through on call times, and emails when he said he would send them. Cannot comment on the service beyond that. Would recommend as someone who was approachable and easy to talk to.
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
We had a great experience with our last visit, now that hubby is 67yrs of age, they guided us in a few ways to repay our 2 loans. We couldn’t be happier and alot less stress considering, Warren couldn’t receive his full pension because I’m still working. We highly recommend Direct Wealth to anyone who wants financial advice of any kind. Very professional and understanding. Many thanks to Peter for many years and to Jason, who is now looking after us.
Cheers, Ronona and Warren Cuffe

We Can Help You Manage Your Finances with Confidence and Clarity

We’re all about creating personalised financial strategies that go above and beyond what you expect.

Whether you’re looking for the best finance options, wanting to grow your wealth, or planning for the future, we’ve got you covered.

We aim to make sure your present and future are financially safe, secure, and comfortable, so you can enjoy true peace of mind.

Want the best outcome for your finances? 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!

4 Over 153 Reviews

Ready to get started?

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 get a feel for whether we’re right for you. 

To get started, simply fill out the form and we’ll be in touch ASAP.

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Frequently Asked Questions

A finance broker is like a matchmaker for loans. They connect borrowers with lenders and help you find the best loan options for your needs.

Our finance brokers have access to a wide range of lenders and can often get you better deals than if you went straight to a bank. They’ll get to know your financial situation, research loan options, negotiate with lenders, and handle the paperwork. From the first chat to the final approval, they’re there to make the process smooth, stress-free, and as successful as possible.

With their expertise and connections, our finance brokers will make the whole loan process easier, ensuring you get the best terms and rates possible.

A finance broker evaluates your financial situation, researches loan options, negotiates with lenders, and handles loan applications and paperwork. They provide expert advice to help you find the best loan solutions for your needs.

By leveraging their industry knowledge and connections, brokers can secure favourable terms and streamline the borrowing process.

 

Working with a broker can save you time and money.

They do all the legwork, including loan applications, negotiations, and paperwork.

They also provide expert advice tailored to your financial situation and goals, ensuring you get the best possible deal.

 

People usually work with a broker when they need help finding the best loan options for buying a home, car, or business financing, or when they need investment funding.

Brokers can also help with refinancing existing loans or consolidating debt.

 

A finance broker offers a wide range of loan options, including home loans, car loans, business loans, and personal loans.

A mortgage broker specialises specifically in home loans and refinancing options.

Yes, our brokers can help you refinance your existing loan to find better terms and rates. They will assess your current loan, compare it with new offers, and guide you through the refinancing process. This includes gathering necessary documentation, handling the paperwork, and liaising with lenders on your behalf.

Our goal is to ensure you save money and improve your financial position.

Finance brokers are typically paid a commission from the lender once your loan is approved.

Some brokers may also charge a fee for their services, but this will be discussed upfront.

The commission structure will depend on the loan type and lender, and our brokers will always provide transparent information regarding any costs involved. This ensures you understand exactly how they are compensated for their services.

Some brokers may receive higher commissions for certain loan products. However, our priority is always to find the best loan options for your needs, ensuring you get the best possible deal.

We adhere to strict ethical standards, ensuring our recommendations are in your best interest, not influenced by potential commissions.

 

For your first meeting, bring identification, proof of income, details of your assets and liabilities, and any existing loan statements. This helps your broker understand your financial situation and find the best loan options for you.

Having comprehensive documentation allows us to assess your financial health accurately and expedite the loan application process.

 

The loan approval process can vary depending on the complexity of your financial situation and the lender’s requirements. Typically, it can take anywhere from a few days to a few weeks. We strive to keep you informed throughout the process and work to expedite approvals by ensuring all documentation is accurate and complete.

 

If your loan application is rejected, your broker can help you understand the reasons and explore other options.

They may suggest alternative lenders or work with you to improve your financial situation before reapplying.

This might include strategies to improve your credit score or restructuring your financial obligations to enhance your eligibility.

Using a broker can actually save you money. Brokers have access to a wide range of lenders and can often find better deals than you would on your own.

Any fees will be discussed upfront, so there are no surprises.

Our brokers are dedicated to finding the most cost-effective solutions for your financial needs, leveraging their expertise and network.

 

Yes, our brokers can help you find loan options even if you have bad credit. They have access to lenders who specialise in loans for individuals with less-than-perfect credit histories.

We can provide advice on how to improve your credit rating and tailor loan solutions that suit your current financial circumstances.

Yes, our finance brokers offer advice on a wide range of loans, including home loans, car loans, business loans, personal loans, and equipment finance.

We tailor our services to meet your specific needs, ensuring comprehensive support across various financing options.

 

Choosing the right broker involves looking for someone with experience, a good reputation, and a clear understanding of your financial needs and goals. Our team of expert brokers is dedicated to providing personalised service to help you achieve your financial objectives.

We recommend reading reviews, asking for referrals, and meeting with a broker to ensure they are the right fit for you.

Yes, our brokers can help you consolidate your debt into a single loan with more manageable payments. They will assess your financial situation and find the best consolidation options for you.

This can simplify your finances, reduce stress, and potentially lower your interest rates, making debt repayment more manageable.

 

Financial planning services are provided by Direct Wealth Pty Ltd & Direct Wealth Two Pty Ltd, as Corporate Authorised Representatives (No. 1253660) & (No.1309994) of Alliance Wealth Pty Ltd AFSL449221 www.centrepointalliance.com.au/fsg/aw

Credit advice and mortgage broking services are provided by AX2 Enterprises Pty Ltd as Corporate Authorised Representative No.494592 of LMG Broker Services Pty Ltd (Australian Credit Licence No. 517192).

Accounting and tax agent services are provided by Lighthouse Accounting.