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If you’ve been feeling unsure about your finances — not certain where to start, or worried you’ve left things too late — you’re definitely not alone.
Our team provides financial advice in Innisfail that’s simple, practical and tailored to you. We’ll help you understand your options and create a plan that fits your life, not someone else’s idea of it.
We’re here to give you clarity and confidence, so you can take control of your money and move forward with more peace of mind.
Our Brisbane financial advisers have been recognised nationally for delivering straightforward, practical financial advice that helps locals make smarter choices about their wealth and future.
We help you make sense of your financial choices and feel more confident about the future. Whether you’re getting organised, planning ahead or catching up, we’ll guide you through:
Our goal is to make managing your money feel more straightforward and less stressful.
We make financial planning straightforward and supportive — built around what matters most to you.
It’s proven, powerful, and personalised.
Helping you get to where you want to be is what we do best. In this video, senior financial advisor, Erin, shares how we help our clients succeed.
These reviews are carefully collated from all of our office locations and reflect the real experiences of our valued clients. You can also find reviews for our Innisfail office on our local Google listing: Direct Wealth – Financial Advisor Innisfail.
Our Innisfail financial advice is designed to give you practical, step-by-step support — so you always know what to expect when you work with us.
We’ll help you set meaningful goals, map out a plan that suits your lifestyle, and keep things on track as life changes.
Tailored strategies to help grow your wealth and make your super and investments work smarter for your future.
Protect what matters most with insurance recommendations built around your needs — not generic products.
Plan for the retirement lifestyle you want with clear guidance and ongoing support to help you feel prepared and confident.
Meet the people who’ll stand beside you, offering guidance and support as you make important decisions about your financial future.
Our Innisfail advisers bring a thoughtful, down-to-earth approach to every conversation. We take the time to listen, understand what matters most to you, and shape advice that feels practical, achievable and genuinely aligned with your goals.
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.
Are you ready to improve your financial wellbeing and achieve your goals? Contact us today to get started!
Finding local financial advice is easy with our Innisfail office. Whether you’re getting started or planning ahead, we’re right here when you need us.
William Chang
Satisfied Client
“I was recommended to Direct Wealth in 2022 and began working with Sam Dwight as my financial advisor.
Over the last 6 months or so, they have helped me begin the process of planning and executing a roadmap to future financial security.
Throughout this process, the team has been communicative and informative. They understood my current financial and personal circumstances and worked hard to ensure we had a robust plan.
With their help, I believe my future financial wellbeing is in good hands and I look forward to working together with Sam and Direct Wealth for many years to come.“
The first step is an easy welcome call. This quick and painless chat is all about getting to know one another. You can ask questions and see if we’re the right fit for you.
To get started, simply fill out the form and we’ll be in touch ASAP.
We’re looking forward to meeting you!
To set up a meeting, you can contact our office via phone or using the form above. Our team will arrange a convenient time for an initial consultation where you can discuss your financial needs and goals. During this meeting, you’ll get to know the advisor and understand how they can assist you.
Yes, financial advisors can help you develop tax-efficient investment strategies. They can guide you on structuring your investments to minimise tax liabilities, utilise tax-advantaged accounts, and implement strategies that align with current tax laws and regulations.
Financial advisors assist with estate planning by helping you create a plan to manage and distribute your assets according to your wishes. They can advise on wills, trusts, beneficiary designations, and other estate planning tools to ensure your estate is handled efficiently and according to your preferences.
Financial advisors can recommend various types of insurance, including life insurance, totl and permanent disability (TPD) insurance, trauma insurance, and income protection insurance. They help you choose the right coverage based on your financial situation and risk management needs.
A financial advisor can help you create a debt management plan that prioritises high-interest debt, consolidates loans where possible, and develops a repayment strategy that fits your budget. They also provide guidance on avoiding future debt and improving your overall financial health.
When choosing a financial advisor, consider their qualifications, experience, and reputation. Look for advisors with relevant certifications (such as CFP), a strong track record, and positive client testimonials. It’s also important to find someone who communicates well and understands your financial goals.
Yes, financial advisors can assist with consolidating your superannuation accounts. They help you identify the best super fund to consolidate into, manage the process efficiently, and ensure that your superannuation strategy aligns with your retirement goals.
Financial advisors may charge fees based on various structures, including flat fees, hourly rates, or a percentage of assets under management. During your initial consultation, the advisor will explain their fee structure and ensure you understand the costs involved.
Financial advisors play a crucial role in wealth creation by developing investment strategies, providing guidance on savings techniques, and helping you optimise your financial resources. They work with you to build and grow your wealth over time, ensuring your financial goals are met.
