t-lincoln
5 Over 116 Reviews

Establish, Protect and Grow Your Wealth with Innisfail's Premier Financial Advisors

You can trust our team of experienced financial planners in Innisfail.

Get the expert advice and ongoing support you need to successfully manage your finances.

5-Star Innisfail Financial Planners

Welcome, and thanks for stopping by!

You’ve found your new team of financial planners right here in beautiful Innisfail. We’re ready to provide you with expert financial advice tailored to your needs.

Our approach to managing your wealth is all about ensuring you enjoy a prosperous life now and into the future.

Keep reading to find out more about us, what we offer, and how we can help you reach your financial goals.

We've Won Numerous Awards for Our Outstanding Service

the difference

Hear from Simon Coombes, founder and director of Direct Wealth, about what sets our service apart from other financial advisor firms. 

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Straight from the horse's mouth

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What Can Working with a Financial Advisor Do for You?

Teaming up with our financial advisors can significantly enhance your financial well-being.

We provide the support and insights needed to navigate financial challenges smoothly. Whether it’s breaking down complex issues, or offering tailored advice, we’re here to help.

Our financial advisors take the time to thoroughly understand your unique situation. This allows us to create strategies specifically designed for you. 

Whether you have specific financial objectives or need general guidance through life’s financial ups and downs, our advisors offer the clarity and support necessary to manage any financial situation confidently. With our personalised approach, you can feel secure and prepared for whatever comes next.

A happy couple takes a selfie on the beach as they smile in the morning sun.

We Can Help You With:

Our financial advisors provide a wide range of services designed to help you manage and grow your wealth.

Everyday financial decisions, crafting investment strategies, managing superannuation, estate planning, or tax efficiency, or anything else, we cover all aspects of financial management.

Our tailored advice is customised to fit your unique needs and goals, ensuring you remain on track for financial success.

Whether you need immediate assistance or are planning for the future, we’re here to support you every step of the way. Our goal is to prepare you for what lies ahead, offering personalised advice that positions you for success. We aim to help you achieve the best possible financial outcomes.

Three female friends drink tea and laugh at jokes on a cool but sunny afternoon.

Our Success in Numbers

Years of outstanding service
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Years of collective experience
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Happy & successful clients
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Funds under management
$ 0 B+

Why Choose Us?

Choosing our experienced financial advisors gives you a significant advantage.

Navigating financial planning on your own can be challenging. With our team, you’ll have access to expert advice, professional insights, and ongoing support—all crucial for managing your finances effectively.

Our advisors excel at creating strategies to grow your wealth. They break down the complexities of finance, helping you make informed decisions that align with your goals.

We invest time in getting to know you and understanding your unique situation. This ensures that our advice is tailored specifically for you.

No matter what financial challenges you encounter, our team is here to help you build a future that surpasses your expectations. We’re dedicated to making the financial planning process easy and stress-free, allowing you to focus on what matters most.

Our approach to financial planning is all about you.

We invest time in understanding your financial situation, aspirations, and dreams. This allows us to craft a financial plan that aligns with your current needs and future goals.

Your personalised advice will be designed to help you achieve whatever you’re aiming for. With our guidance, you’re not just planning; you’re actively shaping a successful financial future.

We also provide continuous support and make necessary adjustments as your life evolves. Your financial plan should adapt with you, and we’re here to ensure it stays on track.

Managing personal finances can be overwhelming and mistakes can be costly.

Many clients have shared their struggles with managing finances alone, facing complicated decisions and unforeseen issues.

That’s where we come in. We simplify financial management for you.

We prioritise strategic saving, tax-smart investments, and efficient retirement planning to set you up for success. Our proactive approach secures your future, giving you peace of mind knowing your finances are well-managed.

With our guidance, you’ll gain the confidence to make decisions that bolster your financial stability and ensure a bright future.

Our Location

Direct Wealth’s office is conveniently located in the heart of charming Innisfail.

We welcome all visitors, though we recommend booking an appointment to ensure someone is available to give your financial matters the time and attention they deserve. 

Direct Wealth Innisfail

Centrepoint Arcade, Level 2/8 Rankin St, Innisfail QLD 4860

Meet Our Team of Innisfail Financial Planners

Your new team of financial advisors are all highly qualified and experienced professionals who absolutely love what they do. Most importantly, they’re all exceptional human beings. 

Rest assured that when you choose Direct Wealth, you’ll have the best wealth management team possible. 

Founder, Director & Executive Financial Adviser

Simon founded Direct Wealth in 2017 and has since lead the company to great heights. He believes in a customer-focused approach and works closely with his clients to provide advice tailored to their specific needs. Simon’s expertise is backed by an impressive educational background, including a Master’s of Financial Planning. 

Financial Adviser

Erin, with over twelve years in financial services, loves building meaningful strategies that help her clients achieve their lifestyle and financial goals. Balancing her busy professional life with motherhood, she continues to advance her professional expertise, currently pursuing a Master’s in Financial Planning.

Partner, Head of Advice & Executive Financial Adviser

Joel has a diverse skill set, with experience ranging from everyday ‘mum and dad’ investors, through to high-net-worth business clients. He focuses on understanding his clients to tailor strategies for their financial success. Outside work, Joel’s life is enriched by family, including three lovely kids, and a keen interest in sports, especially football.

Financial Adviser

Lyle has been a registered adviser since 2013 and specialises in holistic financial planning advice.

He aims to provide quality service and personalised advice tailored to his client’s needs that is easy to understand. He prides himself on building long-term relationships with clients and guiding them through the process to meet their financial goals.

T. Lincoln

Satisfied Client

“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!

Innisfail Financial Services

We offer a variety of financial planning and wealth management services to help you achieve your financial goals.

We ensure your finances are well-organised.

Our accounting team manages everything from tax preparation to bookkeeping and financial guidance. With our expertise, you can make informed financial choices and keep both your business and personal finances in top shape.

Balancing your finances shouldn’t mean compromising your lifestyle.

We’ll assist you in developing a budget that fits your financial objectives and everyday needs. This approach allows you to relish the present while securing your future.

Discover how our cash flow management and budgeting services can keep your finances in order and let you enjoy what matters most. Read more here – Cash Flow Management Innisfail.

Make sure your wishes are clearly outlined and your loved ones are protected with our estate planning services.

We assist you throughout the entire process, ensuring every aspect reflects your intentions.

Find out more about our estate planning services in – Estate Planning Innisfail.

Finding the right loan can be tricky, but our finance brokers simplify the process.

Our specialists excel at identifying the best loan structures and terms to fit your needs, whether you’re purchasing a home, investing, acquiring new equipment, or refinancing.

We work hard to find solutions that boost your financial flexibility and help you reach your goals more efficiently.

Making the right financial decisions can reduce the cost of debt, providing you with more financial freedom and significant savings.

Our team is here to guide you through the process, ensuring you secure the best lending options available.

We offer personalised advice to help you choose the right loans and manage your debt effectively.

Visit our Finance & Lending Innisfail page for more info.

Creating the right investment strategy involves more than just selecting stocks; it’s about aligning with your unique financial situation and goals.

We tailor your portfolio to suit your needs, guiding you through various options to find the best fit.

Our experts monitor market trends and opportunities, ensuring your investments are positioned for growth.

Interested in our services? Discover more about our investment advice here – Investment Advice Innisfail.

Finding the right mortgage is crucial, and our mortgage brokers are here to make it easy.

We compare rates, terms, and features from various lenders to ensure you get a mortgage that fits your budget and lifestyle. Our aim is to help you secure your dream home smoothly and without stress.

Being fully protected is essential, and we’re here to help you find the right insurance coverage for your needs.

Our experts guide you through the options to ensure you have comprehensive protection. We offer personalised advice on life insurance, TPD (Total and Permanent Disability) insurance, and more, ensuring you and your loved ones are safeguarded against life’s uncertainties.

Learn more about our personal insurance advice here – Insurance Broker Innisfail.

Looking forward to a retirement that’s everything it should be?

Let us help you design a roadmap that combines well-earned freedom with financial stability.

At our Innisfail office, we simplify retirement planning. We take the time to understand your needs and tailor a plan just for you.

Curious about how we can help you enjoy your golden years without stress?

Learn more about our retirement planning services here – Retirement Planning Innisfail.

Having a self-managed super fund (SMSF) doesn’t have to be difficult.

Our team simplifies the complexities and takes on the continuous responsibilities of managing your SMSF.

We provide expert advice and support, ensuring your SMSF is compliant and aligned with your financial goals. Whether you’re just getting started or need assistance with ongoing management, we’re here to guide you every step of the way.

Discover how we can make your SMSF journey smoother and more straightforward. Learn more here: Self Managed Super Fund Innisfail.

Choosing the right superannuation strategy goes beyond just picking a fund; it involves customising contributions, investment choices, and retirement planning to ensure the best outcomes.

Our expert advisers offer comprehensive guidance to optimise your super and support a comfortable retirement.

We take the time to understand your unique financial situation and goals, providing personalised advice to help you make the most of your superannuation. Whether you’re just starting your super journey or looking to maximise your retirement savings, we’re here to assist you.

Find out how our superannuation advice services in Innisfail can enhance your financial future – Superannuation Advice Innisfail.

Read our Rave Reviews

These aren’t curated reviews; they’re 100% genuine.
5 Over 116 Reviews
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We have been working with Brett for some years. We first met Brett when we were in need of assistance with super and he helped us navigate our way to the happy future we have today. We have since undertaken full financial planning with Direct Wealth and we are immensely pleased with the guidance and advice. I could not recommend a better financial planner to assist manage your future.
google
my wife and myself were introduced to Ben Marlow of Direct Wealth for a discussion on looking after our superannuation & pension requirements. I was a little doubtful at first as the fund i was with was performing ok for me. Ben gave us his background on financial planning and we had a second meeting with Ben. After this meeting my wife and myself decided to let Direct Wealth look after our finances. We could not be more pleased with our switch to Direct Wealth as the team there are so helpful and keeping us informed on our financial matters. I would recommend to anyone Direct Wealth for looking after their financial planning.
google
We have been a client for many years and would highly recommend. Kirsty goes above and beyond to assist and makes you feel extremely comfortable and have peace of minds that you are in good hands.
google
Russell & I met with Erin just recently. We find Erin very easy to talk to and she listens to us to give us the best advise. We are now in our next stage of life and Erin has provided us with excellent advise on how to move forward so we can enjoy our retirement without any worry. We cant recommend Erin highly enough for anybody looking for Financial Guidance.
google
Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
google
Ben from Direct Wealth went above and beyond in handling my wife prior to her passing
I have met with Ben in several occasions since Linda’s passing and I could not be more grateful and impressed with Bens handling of the Estate of my wife’s financial affairs
I met with Ben today 09/01/2024 and I have no other words to explain how Bens work in preparing my wife’s affairs to be transferred as noted within the wishes of my dearly departed wife of over 50 years together Bens work ethics and delivery is extremely professional
google
Had my first meeting with Greg and Simon today.
Very professional and answered all my questions with the exact details I was looking for in a financial team.
Other companies beat around the bush.
Really friendly and down to earth team.
This is my 3rd meeting this week with a advisory firm.
Should have just contacted them first
google
Working with Erin from Direct Wealth, I can’t speak more highly. Erin is extremely knowledgeable and informative with a fantastic demeanour – not bothered by all of my questions. I originally went to look at investment advice and options, but Erin has gone the extra mile and provided additional financial wellbeing enhancements which I’m excited about! Feels like I’m in good hands and excited to work with Erin and the Direct Wealth team.
google
Sam and Ella were excellent in providing general information for my parents who are looking to retire. Whilst we aren’t at the stage to utilise the service we are very impressed by their professionalism and genuine care.
google
Natalie is always available to help Sherry and I with accurate and timely support when ever we need help. Over the last couple of years it has been very trying for us with dealing with all the red tape with our personal issues and Natalie has always been caring, supportive and a great support to us one that we could not have continued without and we both thank her and the team from the bottom of our hearts.
Thanks Richard 😀
google
My partner and I have recommended Erin to family and friends. We highly recommend her for her financial planning services. If you have been thinking about a financial planning service, make the call. We wish we had done it sooner!

Erin is authentic, knowledgeable and personable. The entire Direct Wealth team have been incredible to deal with during the process. Erin takes the time to ensure we are well-informed so we feel empowered in our decision making around our wealth management and financial planning. We feel so prepared for our financial future and it’s exciting!
google
I highly recommend speaking with Erin if you’re seeking a Financial Advisor. She is knowledgeable, an excellent communicator and honest. She listened to my circumstances and tailored a plan to my needs.
google
Kirsty has recently taken over my superannuation account and I’m very impressed with the service I have received since coming across. I feel very comfortable with Kirsty, I trust her and she has provided open and honest advice. I think Kirsty is a shining star, shows consideration of my needs and is very easy going.
google
My wife and I found direct wealth excellent to work with and we would highly recommend them for any financial needs whatsoever. A special mention to Kirsty who did everything for us and made the whole process very simple and Jasmine in the office who very efficient in sending all our paperwork and ensuring we were aware of each process.
google
As a new client of Direct Wealth, I have been very impressed with Ben and the time he has taken to understand my changing financial situation and to work a best solution for me for the present and into the future.
google
Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
google
Natalie, has given me exceptional support and service. I could not have done it without her. She has always been a ph call away, and nothing is to much bother. I am so grateful her advice and knowledge when it comes to finances. Thank you Natalie.
google
Our friends recommended Direct Wealth to us through their own experience of dealing with them.

We contacted Direct Wealth and our financial advisor was Sam Dwight. Upon meeting Sam we immediately felt relaxed and comfortable with his advice.

We found Sam to be very professional, caring and knowledgeable to assist us with our retirement and superannuation goals. He was always available and quickly responded to any questions or concerns we had.
We would highly recommend Direct Wealth and Sam Dwight.
Frank and Coral
google
Erin is very approachable and patient. She took time to understand our goals and built a customised plan for us. She walked us through it in a way that was easy to understand and allowed us to move forward at our pace.
google
We came to Lyle at Direct Wealth not knowing where our next financial step in life would go. With Lyle’s help, we are now looking forward to a comfortable retirement. He is very knowledgeable, and we highly recommend Lyle at Direct Wealth.

We've Helped Thousands of Clients Secure Their Future with Confidence and Clarity   

A picture of a happy older couple dancing in their kitchen

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! 

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.

5 Over 116 Reviews

Ready to start your journey?

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! 

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Frequently Asked Questions

Financial advisors customise financial plans by assessing your unique financial situation, goals, risk tolerance, and time horizon. They gather detailed information about your income, expenses, assets, and liabilities to create a tailored strategy that aligns with your personal and financial objectives.

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.