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We’re real people who care about making your financial journey simple and stress-free. Whether you’re settling into life on the Coast or planning your next chapter, we’re here every step of the way.
Clear advice. Honest conversations. Support you can count on.
We’re proud to be recognised — but what matters most is the trust our clients place in us every day.
We’ll help you make confident choices about your money — whatever your goals may be.
From building your wealth to planning for retirement, our advice is clear, practical and tailored to you.
We provide personalised guidance across superannuation, investments, retirement planning, insurance and more — all delivered by a team focused on helping you achieve what matters most.
We meet you where you’re at — and help you move forward with confidence.
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.
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 highly qualified, experienced advisers who genuinely love helping locals achieve their financial goals. When you choose Direct Wealth, you’re choosing 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 — no matter what life stage you’re in.
No pressure. Just smart, straightforward advice shaped around your goals.
“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 adviser on the Gold Coast helps you make smart decisions about your money — from building wealth and managing your super to planning for retirement. At Direct Wealth, we tailor our advice to your goals, lifestyle and stage of life.
Start by clarifying your goals. Then look for a qualified, licensed adviser with strong client reviews, proven experience in the Gold Coast area, and a personal, down-to-earth approach to financial planning.
Costs vary depending on your needs — some advisers charge a flat fee, others work hourly or on a percentage basis. A good adviser will explain fees clearly and upfront before you decide.
Absolutely. Our Gold Coast financial advisers can help you grow and manage your super, consolidate accounts, and design a tax-smart retirement plan that suits your lifestyle goals.
It’s a relaxed chat. We’ll talk about your goals, explain how we work and outline the ways we can help — with no pressure, just a chance to see if we’re the right fit.
