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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
