Welcome! We’re a close-knit team of advisers who genuinely care about helping you feel confident with your money.
Whether you’re planning for retirement, sorting out your super, or just want to make smarter financial decisions, we’re here to help—no pressure, no jargon.
Our goal? To make your financial life simpler, clearer, and more secure, so you can enjoy the future you’ve worked hard for.
It’s nice to be recognised—but what matters most to us is the trust our clients place in us every day. These awards just happen to agree.
We’re here to make your financial life feel less complicated—and a whole lot more manageable.
Whether you’re looking to grow your wealth, plan for retirement, or just make smarter decisions with your money, we’ll guide you with clear, honest advice tailored to your goals.
No jargon. No hard sell. Just practical support, from a team that’s on your side.
When Brooke and Justin came to us, they were unsure about their financial direction. Together, we created a clear plan that gave them peace of mind and confidence about their future. Their story’s a reminder that real financial advice isn’t about products—it’s about people. And we’re here to help you find the same clarity, on your terms.
We get it—money can be confusing. That’s why we keep things simple, personal, and focused on what actually matters to you. Here’s how we help:
Your goals, your life, your plan. We take the time to understand what matters to you—and build a strategy that fits, not one-size-fits-all advice.
With years of real-world experience, we give you clear advice and smart strategies—so you can make confident decisions at every stage.
Money stress? We help take that off your shoulders. Our advice gives you clarity, control, and confidence—so you can focus on enjoying life.
These are real reviews, straight from our clients, and just as they wrote them.
Our team is here to craft personalised strategies that help you feel confident about your financial future.
Whether you’re looking to grow your wealth, secure your retirement, or simply make smarter financial decisions, we’re with you every step of the way.
We want you to feel financially safe, supported, and in control—so you can enjoy life with peace of mind.
Ready to chat? Get in touch today—we’d love to hear your story.
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!“
This first step comes at no cost — just a quick chat to get a feel for your goals and see how we might be able to help.
In just 10 minutes, we’ll answer your questions, explain what we do, and outline your options.
No pressure, no commitments — just a friendly conversation to see if we’re the right fit.
Fill out the form, and we’ll be in touch to book a time that works for you.
A financial advisor is like your personal guide to managing money and planning for the future. They can help you grow your wealth, simplify your superannuation, and plan for retirement. With the right advice, you’ll feel confident about every financial decision.
Whether it’s creating a personalised financial plan, optimising your investments, or helping you prepare for major life milestones, a Sunshine Coast financial advisor provides expert guidance to help you make smarter choices and achieve your goals faster.
Start by considering your goals – whether it’s investing, retirement planning, or getting more from your superannuation. Look for qualified advisors with strong reviews and ask about their experience helping clients like you.
The best financial advisors will take the time to understand your needs and provide tailored advice, rather than a one-size-fits-all approach. Checking credentials like Certified Financial Planner (CFP) status and reading testimonials can help you make a confident choice.
A financial advisor is a broader term that includes services like investment management, insurance, and retirement advice. A financial planner typically focuses on creating detailed strategies for your overall financial goals.
On the Sunshine Coast, both financial advisors and planners can guide you through wealth creation, superannuation, and retirement planning. It’s important to clarify what services they provide to ensure they align with your needs.
Advisors can assist with superannuation strategies, retirement planning, investments, debt management, and tax-effective wealth building. Quality advice is tailored to your unique goals and lifestyle.
They can also provide ongoing reviews to adjust your plan as your circumstances change, ensuring you stay on track to meet your long-term financial objectives with confidence.
Costs vary depending on the financial planner and the services you need. Some charge a flat fee, others have hourly rates, or charge a percentage of your investments. Always ask upfront about fees so you know exactly what to expect.
Transparent pricing helps you understand the value of the advice you’re receiving and ensures there are no surprises later on.
When searching for a financial advisor near you, look for someone licensed and qualified, such as a member of the Financial Planning Association of Australia (FPA). These qualifications ensure they meet industry standards and provide reliable financial advice.
Experience and specialisation are also important. For example, if you’re seeking retirement planning or superannuation advice, choose an advisor with a proven track record in these areas.
A financial advisor can create a tailored retirement plan to help you confidently transition into life after work. From reviewing your superannuation to optimising your investments and identifying tax strategies, we’ll work with you to secure the retirement lifestyle you deserve.
Our goal is to simplify the process so you feel in control every step of the way, with a clear roadmap for growing and protecting your wealth long-term.
Yes – we provide expert superannuation advice to help you simplify your fund, maximise contributions, and grow your savings for the future. Whether you’re consolidating multiple accounts or planning for retirement, we’ll guide you every step of the way.
With the right superannuation strategy, you can take full advantage of tax benefits and investment opportunities to build a stronger financial foundation for retirement.
Your first meeting with a financial planner is about getting to know you. They’ll ask about your income, savings, debts, and goals to understand your financial situation.
It’s also your chance to ask questions and see if their approach aligns with your needs. A good Sunshine Coast financial planner will guide you every step of the way and explain complex concepts in a way that’s easy to understand.
You can start by asking for recommendations from friends or family, or searching online for financial advisors near you. Look for Sunshine Coast financial advisors with strong reviews, relevant qualifications, and experience in retirement and superannuation advice tailored to your goals.
Choosing an advisor you trust ensures you get personalised guidance and peace of mind as you work towards financial freedom.
