Establish, Protect & Grow Your Wealth with the Sunshine Coast's #1 Financial Advisors
Get the trusted guidance, genuine care & ongoing support you need to successfully manage your finances.
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5-Star Financial Advice
Welcome! You’ve found your new team of financial professionals, and we’re here to give you invaluable advice.
Our goal is to help you find your financial path. We want to help you get the best outcomes, so you can achieve your financial goals and enjoy a better tomorrow.
Whether you’re looking to grow your wealth, plan for retirement, or simplify your financial life, we’re here to help.
Award-Winning Service, Exceptional Results
We’re proud to say that we’ve been recognised for being amongst the very best in Australia.
Let’s Simplify Your Financial Journey
We’re here to make managing your finances easier. Our financial advisors provide the expert support you need to handle your financial future with clarity and confidence.
From setting your financial goals to answering the tough questions, we’re by your side at every step. With our guidance, financial decisions become simpler and stress-free.
Expert Guidance to Manage and Grow Your Wealth
Our experienced advisors offer tailored solutions to help you navigate every aspect of your financial journey.
From the simple to the complex, our experts provide personalised advice for all your financial needs.
Let us help you cut through the noise of the financial world. With clear, actionable advice, we’ll guide you toward a future where your wealth grows, and you feel secure.
We Help You Achieve Your Financial Goals
Helping you get to where you want to be is what we do best. In this video, one of our advisors, Erin, shares how we help our client succeed.
Ready to start your journey to financial success? Take the first step and get in touch.
Results You Can Trust
At Direct Wealth, our numbers tell the story of trust, experience, and happy clients. With years of dedicated service and countless success stories, we’ve built a reputation for delivering exceptional results.
Why We're the Right Choice for Your Financial Journey
Managing your finances doesn’t have to be overwhelming. With our expert guidance, we make it simple. Here’s why our clients trust us to handle their financial future:
Your financial goals are as unique as you are. That’s why we take the time to listen, understand, and create a strategy tailored specifically to your needs and aspirations.
With years of experience, our advisors provide tailored insights and actionable strategies to help you make confident decisions as you work towards financial milestones. Think of us as your trusted partner in building a secure financial future.
Financial security shouldn’t keep you up at night. We’re here every step of the way, so you can focus on what matters most—enjoying life, knowing your future is secure.
See How We’ve Helped Brooke & Justin Secure Their Future
Brooke and Justin’s journey highlights how we work with clients to find their financial path. With our support, they’ve achieved clarity and confidence in their financial future. We’re here to help you do the same.
Want a better financial future? Take the first step and get in touch.
Read Our Rave Reviews
We were also impressed by Stef Wagner, the loan officer assisting Victor, who was efficient, responsive, and always ready to help. Thanks to their expertise and dedication, we secured the perfect loan for our first home. I highly recommend Direct Wealth to anyone looking for a reliable and supportive team!
Cannot recommend them highly enough.
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.
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.
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!
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.
I have recommended many personnel to Lyle. The feedback I obtain from these personnel is that Lyle is excellent.
Cheers, Ronona and Warren Cuffe
Cheers Gary Smith.
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!
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.
For the Best Financial Advice, Choose Brisbane's Leading Financial Experts
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.
Contact us today to get started. We’re looking forward to meeting you!
Terry L.
“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!“
Let’s Start with a Quick Welcome Chat
This first step comes with no cost or obligation — a quick, no-pressure chat designed to get to know you and your financial needs. This 10-minute conversation is all about helping you feel confident that we’re the right fit.
We’ll answer your questions, share how we can help, and guide you towards the next steps to achieve your goals. Think of it as a friendly introduction to see if we’re aligned.
To get started: Call us directly or fill out the form below, and we’ll be in touch ASAP.
We’re available during these hours:
Monday – Thursday 8AM-5PM
Friday 8AM-12PM
Frequently Asked Questions
1. What does a financial advisor do, and how can they help me?
A financial advisor is your guide to managing money and planning for the future. They can help with budgeting, investment strategies, and retirement planning. By working with a financial advisor on the Sunshine Coast, you’ll gain the confidence to make informed decisions and achieve your financial goals.
2. How do I choose the best financial advisor on the Sunshine Coast?
Finding the best financial advisor Sunshine Coast offers starts with identifying your needs. Look for qualifications like Certified Financial Planner (CFP), and check reviews to ensure they specialise in areas such as financial planning or wealth management. Meeting with a few Sunshine Coast financial advisors can help you decide who’s the right fit for you.
3. What’s the difference between a financial advisor and a financial planner?
The terms are often used interchangeably, but a financial advisor provides broader services, like investment management and insurance advice, while a financial planner typically focuses on creating detailed strategies for your financial goals. Whether you’re looking for a financial advisor or a financial planner on the Sunshine Coast, ensure their services align with your needs.
4. What types of financial advice do Sunshine Coast financial advisors provide?
Sunshine Coast financial advisors offer superannuation advice, investment planning, debt management, and guidance for life events like buying a home or preparing for retirement. Their financial advice is personalised to suit your unique situation and goals.
5. How much does it cost to hire a financial planner on the Sunshine Coast?
The cost of hiring a financial planner on the Sunshine Coast varies. Some charge a flat fee, others have hourly rates, or take a percentage of your investments. Always ask for a clear breakdown of fees to ensure transparency.
6. What qualifications should I look for in a financial adviser near me?
When searching for a financial adviser near you on the Sunshine Coast, check for licensing and qualifications, like a degree in financial planning or membership with professional organisations such as the Financial Planning Association of Australia (FPA). This ensures you receive expert, trustworthy advice.
7. How can a financial advisor help with retirement planning?
A financial advisor can help you plan for retirement by reviewing your superannuation, setting up investments, and identifying tax benefits. Sunshine Coast financial advisors can tailor their advice to suit your situation, helping you feel prepared for the future.
8. Is it worth working with a financial advisor on the Sunshine Coast?
Definitely. A financial advisor on the Sunshine Coast can provide advice tailored to your financial goals and local circumstances. Many Sunshine Coast residents choose advisors who take a personalised approach to help them feel confident about their financial decisions.
9. What should I expect during my first meeting with a financial planner?
Your first meeting with a financial planner on the Sunshine Coast will focus on understanding your financial situation. They’ll ask about your income, savings, debts, and goals. It’s also your opportunity to ask questions and see if their approach suits your needs. A good Sunshine Coast financial planner will guide you every step of the way.
10. Where can I find reliable financial advisors on the Sunshine Coast?
Start by asking for recommendations from family or friends, or search online for Sunshine Coast financial advisors with strong reviews and relevant experience. Look for financial planners Sunshine Coast locals trust, with expertise in areas like financial planning, investment advice, or retirement planning.
We take the guesswork out of financial planning, providing personalised strategies to help you build wealth and achieve long-term financial security.
Locations
Brisbane
209D Given Terrace, Paddington Qld 4064
Cairns
Suite 4/345 Sheridan St, Cairns North QLD 4870
Innisfail
Level 2 Centrepoint Arcade, 8 Rankin St, Innisfail QLD 4860
Ipswich
150 Brisbane St, Ipswich QLD 4305
Redcliffe
10/77 Redcliffe Parade, Redcliffe QLD 4020
Sunshine Coast
1/5 Plaza Parade, Maroochydore Qld 4558
Townsville
321 Sturt St, Townsville City QLD 4810
Our Services
At Direct Wealth, we provide a wide range of premium financial services designed to support you at every stage of life.
Whether you’re planning for the future, growing your wealth, preparing for retirement, or simply seeking expert guidance on your financial journey, our dedicated team is here to assist you every step of the way.
Reach out to us today for a friendly chat about how we can help you manage and improve your financial situation.
Copyright © 2025 Direct Wealth Group Pty Ltd, All Rights Reserved. Direct Wealth is a fully owned and operated company of Direct Wealth Pty Ltd. Terms and Conditions. Privacy Policy. Read Our Financial Services Guide and Adviser Profiles. Direct Wealth Pty Ltd (No. 1253660) and Statewide Wealth Pty Ltd (No. 464801) are Corporate Authorised Representatives of Alliance Wealth Pty Ltd AFSL 449221, www.centrepointalliance.com.au/fsg/aw