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5 Over 152 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 for your financial situation.

Our finance broking service makes it easy, giving you expert advice to find the best loan options.

Whether you need a home loan, car loan, business financing, or investment funding, we tailor our services to fit your needs and goals. Let us handle the hard work of finding the perfect loan for you.

We've Won Numerous Awards for Our Outstanding Service

What Do Finance Brokers Do?

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 what they do:

  • Evaluate Your Situation: They look at your finances to figure out which loans are a good match.
  • Market Research: They check out a range of lenders and loan products to find the best deals.
  • Loan Applications: They handle the paperwork and application process, taking the stress off your shoulders.
  • 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, 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.
  • Business Loans: We provide customised financing solutions to support your business growth and operations.
  • Investment Loans: We’ll help you discover loan products that enhance your investment potential.
  • 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 expect:

  • Achieve Your Goals: Whether you’re buying a home, starting a business, or investing, we’ll find the right options for you.
  • Enhance Your Financial Plan: We ensure your loans fit seamlessly into your overall financial strategy.
  • Comprehensive Support: We look at the bigger picture, making sure all your financial decisions are well-connected.
  • Confidence in Your Future: With tailored finance solutions, you can face life’s changes confidently, knowing your financial needs are covered.

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
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Happy & successful clients
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Years of collective experience
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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.

Managing your finances can feel overwhelming, 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.
5 Over 152 Reviews
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
google
Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
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
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
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
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
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
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
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 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
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
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
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
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
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
Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
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
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 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
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
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
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
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
Great communication between the understanding of why and how. Awesome adjustment to the conversation when it comes to knowledge and excitement for an understanding of new things.

Thanks for the help Lyle, I am looking forward to the future.
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
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
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 helpful, they listen and give constructive and sound advise and always a pleasure to deal with
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
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
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
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
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
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
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 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
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.

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!

5 Over 152 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 broker is like a matchmaker for loans. They connect borrowers with lenders and help you find the best loan options for your needs.

Our 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 brokers will make the whole loan process easier, ensuring you get the best terms and rates possible.

Finance brokers can help you find the perfect loan for your needs, whether it’s for a home, car, business, or investment. They provide expert advice, handle the paperwork, and negotiate with lenders on your behalf. Their goal is to make the process easy and ensure you get the best possible terms and rates.

Brokers do more than just secure a loan. They offer support throughout the entire borrowing process, helping you understand different loan options, compare interest rates, and weigh the pros and cons of each choice.

They also keep up with market trends and lender policies, giving you the latest information and best practices. This personalised service saves you time, reduces stress, and can save you money by finding better loan conditions.

If you’re looking for a loan for your home, car, business, or investment, a finance broker can be a huge help.

They have access to a wide range of lenders and can find the best deal for your needs. Even if you’re just checking out your options, a broker’s expertise can save you time and effort by narrowing down the most suitable financial products for you.

Consider using a broker if you find the loan market confusing or overwhelming, want to successfully invest, or if you have unique financial circumstances that need tailored solutions.

Brokers are especially useful for first-time borrowers, people with complex financial situations, or those looking for specialised loans. Their professional guidance can help you navigate all the choices and make informed decisions, leading to better financial outcomes.

A broker can help you with all sorts of loans – personal loans, car loans, business finance, investment, and more. They have a broad range of services to meet different financial needs.

A mortgage broker, however, focuses specifically on home loans. They are experts in the property finance market and can guide you through finding the best mortgage for residential, commercial or investment purposes.

Both types of brokers work to find the best loan products for you, but a finance broker offers a wider array of services. They can help with refinancing, debt consolidation, and managing multiple loans.

So, depending on what you need, you might choose one or the other, or even talk to both to get advice tailored to your financial goals.

Absolutely. Our brokers can help you take a good look at your current loan and find better options. They can assist with refinancing to get a lower interest rate, consolidating debt, or finding a loan with terms that fit your situation better.

When you refinance with our brokers, they’ll review your finances, current loan, and future goals. Then, they’ll search for better loan conditions, which could save you money on interest or shorten your loan term. They handle the paperwork and negotiations, making the switch to your new loan smooth and hassle-free.

With their market knowledge, our brokers can spot opportunities to improve your financial situation and help you save money in the long run.

Our brokers usually earn a commission from the lender when your loan gets approved and settled. This commission is typically a small percentage of the loan amount. Some brokers might also charge a fee for their services, so it’s important to talk about payment structures upfront to avoid any surprises.

Knowing the fee structure is important because it can affect the overall cost of your loan. We make a point of being clear about the commissions and any extra fees we receive, giving you a detailed breakdown of costs. This helps you decide if our services are worth it.

Often, the benefits and savings you get from a broker’s expertise far outweigh the costs, making their help a smart investment in your financial future.

To get the most out of your first meeting, bring some ID (like a driver’s licence or passport), recent pay slips, bank statements, details of any existing loans or debts, and info about the property or asset you’re looking to finance. This helps your broker get a clear picture of your financial situation and find the best options for you.

Also, having your credit history, tax returns, and any other relevant financial records can be really helpful. The more detailed the info you provide, the better the broker can tailor their advice and find the right loan products for you.

Being prepared also speeds up the loan application process, making it easier for the broker to identify potential lenders and negotiate favourable terms on your behalf.

The time it takes to get a loan approved can vary based on the lender and how complex your application is.

Usually, it can take anywhere from a few days to a few weeks. Your broker will guide you through the process and keep you updated on how things are going. Factors that can affect the timeline include the type of loan, the lender’s processing speed, and how quickly you can provide all the necessary documents.

Our brokers will help streamline the process by making sure all your paperwork is correctly completed and submitted on time. They also follow up with lenders to speed up approval and handle any issues that come up. Thanks to their connections with lenders, brokers can often get quicker turnaround times, helping you reach your goals faster.

If your loan application gets rejected, your broker will help you understand why and work with you to improve your chances next time. They can suggest ways to strengthen your financial profile or find alternative lenders who might be more flexible.

Loans can be rejected for various reasons like not having enough credit history, high debt levels, or missing income documents. A broker can pinpoint the issues and recommend strategies to fix them. This could mean improving your credit score, paying down some debt, or gathering more financial documents.

By figuring out why your application was rejected, you can make the necessary changes and reapply with a stronger case, giving you a better chance of getting approved.

Not necessarily. While finance brokers might charge a fee, they often save you money by finding loans with lower interest rates or better terms. The savings and convenience they provide usually outweigh the cost.

Many brokers are paid by the lender, so you might not have to pay extra. Plus, brokers can access exclusive loan products and discounts that aren’t available to the general public. Their industry knowledge and negotiation skills can lead to better deals, resulting in significant long-term savings.

By comparing the costs and benefits, you can decide if using a broker is a cost-effective choice for your financial needs.

Yes, finance brokers can help even if you have bad credit by finding lenders who specialise in higher-risk loans. They can also give you tips on improving your credit score and guide you through the best options available for your situation.

Having bad credit doesn’t mean you can’t get a loan, but it does make things trickier. Brokers know lenders who are more flexible with their credit criteria and can often negotiate better terms than you might get on your own. They can also advise on how to boost your credit score, like paying off debt, correcting errors on your credit report, or building a record of on-time payments.

With their know-how, brokers can help you overcome the hurdles of getting a loan with bad credit and set you on a path to better financial health.

Finance brokers can help with all sorts of loans, including home loans, personal loans, car loans, business finance, and more. Their deep understanding of different lenders and loan options means they can find the best fit for what you need.

Whether you’re looking for a mortgage, a loan for a new car, or money to kickstart your business, brokers know where to find competitive deals and the right products. They can also help with special loans, like those for investment properties, equipment financing, or even debt consolidation.

Because they know the ins and outs of various loan types, brokers can give advice that’s just right for your financial goals and situation. This way, you get the support you need no matter what kind of loan you’re after.

When choosing a broker, look for someone with a solid reputation, positive client reviews, and the right qualifications and licenses. It’s also key to find a broker who understands your financial goals and has experience with the type of loan you need.

Many brokers offer free initial consultations, so take the opportunity to meet a few and see who feels like the best fit. Pay attention to their communication style, how quickly they respond, and their willingness to answer your questions. A good broker should be clear about their fees and commissions, explaining their services and how they can help you.

Ask friends, family, or check online reviews to get a sense of the broker’s reliability and track record. Spend some time researching and comparing brokers to find a trusted partner who will support you on your financial journey.

Yes, finance brokers can help with debt consolidation by finding a loan that combines all your debts into one manageable payment. This often means lower interest rates and simplifies your finances, making it easier to pay off your debt.

If you have high-interest credit card debt, personal loans, or several smaller loans, debt consolidation can be a great option. It can reduce your monthly payments, lower overall interest costs, and give you a clear repayment plan.

Brokers will walk you through the process, explaining the terms and benefits of consolidation loans and helping you pick the best option for your situation. With their help, you can take control of your finances and move towards being debt-free.

The first step is to use the form above to book an initial consultation. Our friendly team will reach out to you and if we think we can help you we’ll set up a meeting with our in-house finance broking team. During this meeting, you’ll be able to discuss your situation and desired outcomes. The broker will assess your needs and explain how they can help. From there, they’ll gather the necessary information and start researching the best loan options for you.

During the consultation, you’ll have the opportunity to ask questions, learn about the broker’s services, and understand the potential benefits of working together. The broker will conduct a thorough analysis of your financial profile, including your income, expenses, credit history, and any existing debts. Based on this information, they’ll identify suitable loan products and present you with tailored recommendations.

With an understanding of your unique circumstances, brokers can provide personalised advice and guide you through the loan application process, ensuring you make informed decisions that align with your financial goals.