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.
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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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.
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.
At Direct Wealth, the numbers tell our story. With years of dedicated service, tons of experience, and countless happy clients, we’ve built a reputation for trust and excellence.
Here’s a look at what we’ve achieved:
Our goal is to make managing your finances straightforward and effective, so you can look forward to a future that’s secure, comfortable, and aligned with your dreams.
Your new team of financial experts will help you find the best way forward.
Instead of trying to figure things out on your own, you get direct access to expert knowledge, insights and support, which are the key ingredients for success.
Whatever the challenge, our financial advisors have the knowledge needed to help you create a robust financial future.
Everyone’s financial is unique, and so is the advice we give.
Our advisors aim to thoroughly understand your financial situation and goals, so we can design a plan that lets you live life on your terms.
Whether you’re aiming for early retirement, a robust investment portfolio, or the perfect lifestyle, we can help you bring those dreams to life.
Managing your finances can feel overwhelming, but you don’t have to tackle it on your own.
Our advisors simplify these decisions, ensuring you can enjoy your current lifestyle while securely preparing for the future.
With our guidance, you gain the peace of mind that comes from knowing you’re on track.
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.
Centrepoint Arcade, Level 2/8 Rankin St, Innisfail QLD 4860
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.
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.
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.
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.
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!“
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.
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.“
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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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.
