Retirement Planning
Clarity and control over what's possible and when.
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A financial advisor on the Gold Coast helps you understand your options, build a plan that fits your life, and make decisions with clarity and confidence. The work usually covers four areas: superannuation and investment strategy, retirement planning, personal insurance, and an ongoing plan you actually understand and want to follow.
At Direct Wealth, our Gold Coast advisers work across all four, plus estate planning, wealth management, mortgage broking and accountant services when your situation calls for it.
Direct Wealth’s financial advisers have been recognised nationally for delivering straightforward, practical advice that helps Gold Coast locals make smarter choices about their wealth and future. The recognition spans multiple years: Financial Advisor of the Year Winner in 2021 and 2022, with finalist recognition in 2018, 2019, 2020 and 2023. Our team was also named a finalist in the 2025 Women in Wealth Awards (Financial Planner QLD) and the 2025 IFA Awards.
Direct Wealth offers eight financial advice services for Gold Coast clients. Each is delivered as part of one coordinated plan rather than a list of separate products. Click through to read more on any service.
Clarity and control over what's possible and when.
Fund choice, consolidation, contribution and investment-option strategy.
Portfolio strategies matched to your goals and timeframe.
Cover that protects what matters most.
The structures that protect what you've built.
Ongoing strategy and investment management for more complex affairs.
Home and investment lending coordinated with the rest of your plan.
Tax, business and SMSF accounting handled alongside the advice.
We help you make sense of your money and feel good about where it’s headed. Working with our Gold Coast advisers, you can expect to:
Our goal is to make managing your money feel easier.
We keep financial planning straightforward and supportive, built around what matters most to you.
Clear advice, delivered at a pace that suits you.
Brooke and Justin came to us wanting clarity and a shared direction for their finances. We aligned their goals, optimised their super and insurance arrangements, and helped them put a long-term plan in place.
They now feel confident, secure, and moving forward together.
Our Gold Coast financial advice is designed to give you clear, practical support, so you always know what to expect when you partner with us.
We’ll help you set meaningful goals, map out a plan that fits your life, and stay on track as things evolve.
Smart, tailored strategies to grow your wealth and make your super and investments work harder for your future.
Protect the people and things that matter most with recommendations built around your needs, not generic products.
Shape the retirement lifestyle you’re aiming for with practical, step-by-step guidance to help you feel confident about the years ahead.
Meet the people who’ll help you plan, protect and grow your wealth on the Gold Coast.
Our Gold Coast financial planning team is made up of qualified, experienced advisers who genuinely enjoy helping locals reach their financial goals. When you choose Direct Wealth, you’re working with trusted professionals who put your success first.
Our Gold Coast financial advisers are here to help you take control of your money and feel confident about the decisions you’re making, whatever life stage you’re in.
No pressure. Just smart, straightforward advice shaped around your goals.
Direct Wealth’s Gold Coast office is conveniently located in the heart of beautiful Surfers Paradise, with a local team of experienced financial advisors ready to help.
We proudly serve clients right across the Gold Coast — from Broadbeach and Burleigh to Robina and beyond. Whether you’d prefer to visit us in person, have us come to you, or meet via video call, we’ll make it easy to get clear, personal financial advice that fits your life.
Acacia Centre Commercial, 17/340 Scottsdale Drive, Robina QLD 4226
“Many thanks to the team at Direct Wealth for keeping us on track…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!“
Terry L.
Say hello with a friendly, no-pressure chat. We’ll cover your goals and explain what’s next.
Leave your details in the form, and we’ll reach out to lock in a time.
A financial advisor on the Gold Coast is a licensed professional who helps you plan and manage your money across areas including superannuation, investments, retirement, insurance and estate planning. In Australia, anyone giving personal financial advice must be authorised under the Corporations Act and listed on ASIC’s Financial Advisers Register.
Financial advisor and financial planner describe the same regulated profession in Australia. Whether someone calls themselves an adviser, planner, or wealth adviser, they’re subject to the same authorisation, conduct and disclosure rules under the Corporations Act.
Costs vary depending on your situation and the scope of advice. Some advisers charge a flat fee, others charge hourly or as a percentage of assets under management. A good adviser will explain fees clearly and upfront before you decide. Direct Wealth offers fee-for-service financial advice on the Gold Coast, so you know exactly what you’re paying for.
Look at three things: whether the adviser is listed on ASIC’s Financial Advisers Register, the reviews and feedback from real clients, and the recognition they’ve received from the industry. Direct Wealth’s advisers were named Financial Advisor of the Year Winner in 2022, with finalist recognition in 2018, 2020 and 2023, and hold a 4.9-star rating across 360+ Google reviews.
Yes. Our Gold Coast advisers help you grow and manage your super, consolidate old accounts, choose the right investment options, and design a tax-smart retirement plan that fits your lifestyle. Retirement planning and superannuation advice are two of the most common reasons Gold Coast clients come to us.
The most common triggers are a job change with super to consolidate, an inheritance or sale of an asset, the decade before retirement, or a life change like marriage, divorce or starting a family. The earlier you build a plan, the more time it has to work in your favour.
