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5 Over 152 Reviews

Investment Advice

Our investment advice services simplify managing your investments.

Whether you're just starting out or looking to grow your portfolio, we’ll help you make the most of your investments, so you can enjoy a prosperous and secure financial future.

Get Investing Right

Investing wisely is a crucial step towards building a secure financial future.

Our investment advice services simplify the process, offering expert guidance to help you make the most out of your investments.

Whether you’re just starting or looking to optimise your existing portfolio, we tailor our investment advice to fit your unique needs and goals. Let one of our skilled investment advisers handle the complexities, so you can enjoy the best possible outcome. Read on to learn more about how we can help you succeed. 

We've Won Numerous Awards for Our Outstanding Service

What Does Our Investment Advice Cover?

Our investment advice services are designed to help you build a strong and diversified portfolio that aligns with your financial goals. Here’s what we do:

  • Evaluate Your Situation: We start by understanding your current financial status, investment experience, and future goals.
  • Tailor Investment Strategies: We develop personalised investment strategies based on your risk tolerance, timeline, and objectives, with the goal of securing your ideal outcome. 
  • Diversify Investments: We recommend a mix of assets to diversify your portfolio, with the goal of reducing risk while enhancing potential returns.
  • Monitor and Adjust: We continuously monitor your investments and work with you to make adjustments as needed to keep your portfolio aligned with your goals.
  • Provide Ongoing Support: We offer regular updates and advice to ensure your investment strategy remains effective as market conditions and your circumstances change. 

Curious about how we can help with your investments? Contact us today to learn more.

How Can Our Investment Advice Benefit You?

Our investment advice services are crafted to help you achieve financial growth and security, giving you peace of mind. Here’s what you can expect:

  • Achieve Your Financial Goals: We help you grow your wealth through strategic investments tailored to your objectives.
  • Enhance Your Financial Plan: Our advice ensures your investments fit seamlessly into your overall financial strategy, maximising your potential for success.
  • Comprehensive Support: We provide ongoing support and adjustments to keep your investments on track with your evolving goals.
  • Confidence in Your Future: With a well-structured investment plan, you can face financial decisions with confidence, knowing your assets are well-managed.
A middle-age couple hug on the lawn while smiling at the camera.

A Great Investment Advisor Can Make All the Difference

Choosing our investment advice services means investing in a future where your financial goals are within reach. Here’s how our expert guidance helps you:

  • Secure Financial Growth: Build a robust investment portfolio that supports your long-term financial goals.
  • Adapt to Market Changes: Easily adjust your investment strategy as market conditions and financial circumstances change.
  • Optimise Your Portfolio: Align your investments with your risk tolerance and financial objectives, ensuring optimal growth.
  • Simplify Your Investment Management: Consolidate and streamline your investments for easier management. 
  • Receive Continuous Support: Benefit from ongoing advice to keep your investment strategy effective and up-to-date, ensuring you remain on the best path forward.

With our investment advice, you’re not just managing your assets – you’re setting yourself up for a prosperous future.

Our Success in Numbers

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:

Years of outstanding service
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Happy & successful clients
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Years of collective experience
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Funds under management
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Why Choose Us?

We make managing your investments easy, ensuring you get the best advice tailored to your needs. Our goal is to simplify the process and help you succeed in building a secure financial future.

Our team of investment experts will help you understand your investment options.

Instead of trying to figure things out on your own, you get direct access to expert knowledge, insights, and support — the key ingredients for success.

Whatever your investment needs, we have the expertise to help you achieve the best outcome.

Everyone’s financial journey is unique, and so is the service we provide.

Our advisors aim to thoroughly understand your financial situation and investment goals, so we can design a plan that suits your needs.

Whether you’re looking to diversify your portfolio or find tailored investment solutions, we can help you secure the best options for your future.

Managing your investments can feel overwhelming, but you don’t have to tackle it on your own.

Our advisors simplify the investment process, making it easier for you to make informed decisions.

With our guidance and support, you gain the peace of mind that comes from knowing your investments are in expert hands.

Read Our Rave Reviews

These aren’t curated reviews; they’re 100% genuine.
5 Over 152 Reviews
google
We had a great experience with our last visit, now that hubby is 67yrs of age, they guided us in a few ways to repay our 2 loans. We couldn’t be happier and alot less stress considering, Warren couldn’t receive his full pension because I’m still working. We highly recommend Direct Wealth to anyone who wants financial advice of any kind. Very professional and understanding. Many thanks to Peter for many years and to Jason, who is now looking after us.
Cheers, Ronona and Warren Cuffe
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
Ben Marlow was initially thrust upon us after the amalgamation of our accountants with Direct Wealth and this is without doubt one of the best financial outcomes to have happened to my wife and I. Initially I was sceptical of his enthusiasm and apparent desire to nurture and improve our financial stability moving towards retirement. Ben has tailored his communication style to not only be relatable to us but also educational and has further embedded our trust in his advice with proven outcomes. I would absolutely recommend Ben to any prospective client.
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.
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
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
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
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
My husband and I couldn’t recommend Luke highly enough to look after your financial dealings for your retirement. We feel in good hands with his vast knowledge and his amazing ability to provide us with prompt advice. Luke is astute and has great personality, our catch-ups are never boring 😊
google
Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
google
Over the course of about 3 years we have become so comfortable with Luke we feel like we are talking to family when we meet. Luke has been honest and straight forward from when we first met and has certainly led us in the right direction in preparation for retirement. Luke always responds quickly when we have a query and is very patient with our quirky ideas. We are very grateful for our relationship with Luke.
google
Always helpful, they listen and give constructive and sound advise and always a pleasure to deal with
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
Excellent service since the takeover from Peter Jordan, all quire’s handled with professional care and help towards my Superannuation fund.
Cheers Gary Smith.
google
My wife and I have had Lyle as a financial advisor for a number of years and watched our portfolio grow. Lyle consistently provides us with excellent advice and his communication is outstanding. He provides us with constant support with the correct guidance extremely quickly when needed.
I have recommended many personnel to Lyle. The feedback I obtain from these personnel is that Lyle is excellent.
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
Today I met with Luke, his understanding of my financial position was very clear. The advice Luke shared with me for my retirement plan was clear and uncomplicated. I now feel much more at ease and confident with my view of the next step in my life. He was very down to earth and friendly to talk with and discuss all my options.
Thank you Luke
google
Our association with Luke Youd began around 5 years ago. His advice, guidance and expertise has steered us safely, successfully and profitably to a great semi retired lifestyle, arguably, 10 years or potentially more, ahead of schedule. We count ourselves very fortunate to have Luke in our corner. He has our sincerest thanks. If there were more stars we’d click everyone of them.
google
I’d give more stars if I could…the best service ever! Caillin and Ben H. went above and beyond for me…I couldn’t be happier! Thanks so much for all your hard work! I would highly recommend Direct Wealth…especially Ben and Caillin!
google
I was impressed with the level of service and knowledge Lyle and the office team offered me for the obtaining of my first home loan!
Overall, the financial advice I received was invaluable in securing my first home loan! I highly recommend calling Sally to arrange an appointment with Lyle for a master in professional advice for any significant financial commitment or goal!
google
I recently had a follow up meeting with Luke Youd who has now joined the Direct Wealth team. As usual the meeting with Luke was very informative and he is always generous with his time to explain things to me – regardless of how obscure my questions might be.

I have great confidence in my dealings with Luke going forward and also with the friendly Direct Wealth staff in general, who are helpful and proactive with their communications with their clients.
google
Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
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
I had an excellent experience with Direct Wealth and Kirsty in setting up my personal insurances. The team are incredibly knowledgeable and took the time to understand my unique needs and circumstances. She explained all my options clearly and helped me choose the best coverage to protect myself and my family. The process was seamless, and I felt confident and well-informed every step of the way.
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
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
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
Our circumstances changed and we needed advice fast. Lyle took the worry and panic away by setting up our portfolio to ensure our future is protected.
Lyle is professional, courteous and truly cares about his clients. His knowledge is exceptional and he is efficient.
Our family has total trust in Lyle and the team at Direct Wealth, knowing that they have our best interests in mind.
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
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
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
My wife Jackie & I have recently completed an annual review with Kirsty. Whilst we have been looked after by Kirsty for a few years now we continue to be impressed with her knowledge, professionalism & lovely outgoing manner. We would also like to add that the support & office staff at Direct Wealth appear to be of the same high standard.
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
Great communication between the understanding of why and how. Awesome adjustment to the conversation when it comes to knowledge and excitement for an understanding of new things.

Thanks for the help Lyle, I am looking forward to the 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
Can’t speak highly enough of the advise that Joel & the team at Direct Wealth have supplied. Joel is always available when we need to contact him & answers our questions with ease. We have delt in the past with other super companies & have found Direct Wealth the easiest & most professional to deal with, we have no hesitation in recommending Joel & Direct Wealth to our friends & family.
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.

We Can Help You Manage Your Finances with Confidence and Clarity

A couple dance in their kitchen.

We’re here to create personalised financial strategies that exceed your expectations.

Whether you’re looking for the best investment options, aiming to grow your wealth, or planning for your financial future, we’re here to help.

Our goal is to ensure your present and future are financially safe, secure, and comfortable, giving you true peace of mind.

Ready to get the best outcome from your investments? Contact us today to get started.

Jamie F. 

Satisfied Client

“I had a fantastic experience with Direct Wealth! From the very beginning, I felt comfortable with the entire process. Kirsty and the team were professional, knowledgeable, and always available to answer my questions.

They took the time to understand my needs and provided tailored advice that I could trust. I highly recommend Direct Wealth to anyone looking for expert financial guidance. Thank you for your exceptional service.”

5 Over 152 Reviews

Ready to get started?

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 get a feel for whether we’re right for you. 

To get started, simply fill out the form and we’ll be in touch ASAP.

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Frequently Asked Questions

Investment advice is all about getting professional guidance on how to grow your money effectively. It involves a financial expert helping you decide where to put your money, such as in stocks, bonds, mutual funds, or other investment options, to meet your financial goals. This advice takes into account your risk tolerance, timeline, and overall financial situation to create a plan that works best for you.

Seeking investment advice can make a huge difference in how your money grows. Financial advisors bring in-depth market knowledge and strategic planning skills to the table. They help you make informed decisions, minimise risks, and optimise returns. With their expertise, you can ensure that your investments are aligned with your long-term goals, making your financial journey smoother and more successful.

Investment advisors start by getting to know you and your financial situation. They assess your current financial status, risk tolerance, and what you want to achieve. Based on this information, they create a personalised investment strategy that includes a mix of assets tailored to your needs. This approach ensures that your investment plan is both effective and aligned with your long-term financial goals.

Investment advisors can assist you with a wide range of investments. This includes traditional options like stocks, bonds, and mutual funds, as well as more specialised investments like ETFs, real estate, and retirement accounts. They can also guide you on commodities, hedge funds, and private equity if those fit your financial strategy. Their goal is to provide a comprehensive view of your options and help you choose the best ones for your situation.

Meeting with your investment advisor at least once a year is a good practice to review your portfolio and make necessary adjustments. However, during periods of market volatility or significant changes in your financial situation, more frequent meetings can be beneficial. Regular check-ins help ensure your investments remain aligned with your goals and adapt to any changes in the market or your personal circumstances.

Fees for investment advisory services can vary. Some advisors charge a percentage of the assets they manage for you, while others may have flat fees, hourly rates, or commission-based charges. It’s important to discuss the fee structure upfront with your advisor to avoid any surprises. Understanding these costs helps you gauge the value of the service and make an informed decision about whether it’s worth the investment.

Absolutely! Investment advisors are instrumental in retirement planning. They help you build a diversified portfolio aimed at growing your wealth over time, ensuring you have sufficient funds when you retire. They also advise on selecting the right retirement accounts and strategies to maximise your savings, giving you peace of mind about your financial future.

Our financial advisors provide comprehensive support that includes both financial planning and investment advice. They help you create a well-rounded financial strategy that aligns with your goals, including managing and growing your investment portfolio. By offering holistic advice, they ensure that your investments are integrated into your overall financial plan, providing you with a cohesive and effective approach to achieving your financial objectives.

Investment advisors manage risk by diversifying your portfolio across different asset classes and sectors. They regularly review and rebalance your investments to keep them aligned with your risk tolerance and financial goals. By spreading your investments, they minimise the impact of any single asset’s poor performance, ensuring a more stable and resilient portfolio.

Yes, investment advisors can help you implement tax-efficient strategies to minimise your tax liability. This includes choosing tax-advantaged accounts, selecting investments with favourable tax treatments, and timing asset sales to optimise tax outcomes. Their goal is to ensure that more of your investment returns stay in your pocket, helping you achieve your financial objectives more efficiently.

For your first meeting, bring identification (like a driver’s licence or passport), recent pay slips, bank statements, details of any existing loans or debts, and information about the property or asset you’re looking to finance. Having documentation of your credit history, tax returns, and any other relevant financial records can also be beneficial. The more comprehensive the information you provide, the better the advisor can tailor their advice to your needs.

Choosing the right investment advisor involves looking for someone with the right qualifications, a good reputation, and a fee structure that fits your budget. Initial consultations are often free, so you can meet with a few advisors to find the right fit. Consider their communication style, responsiveness, and willingness to answer your questions. A good advisor should be transparent about their fees and services, providing clear explanations and making you feel comfortable with your choices.

 A diversified portfolio includes a mix of different asset classes, such as stocks, bonds, and real estate, to reduce risk. Diversification helps protect your investments from market volatility, ensuring that the performance of one asset doesn’t overly impact your overall portfolio. This strategy balances risk and reward, aiming for more stable and consistent returns over time.

Investment advisors stay current with market trends through continuous education, professional development, and subscribing to financial news and research reports. They also often have access to proprietary research and analytics that help them make informed investment decisions. Staying updated allows them to provide you with the best advice based on the latest market conditions.

During market downturns, investment advisors provide guidance and reassurance, helping you stay focused on your long-term goals. They may recommend portfolio adjustments, rebalancing, or strategic buys to take advantage of market opportunities. Their experience and market knowledge help you navigate these challenging times, ensuring your investments are well-positioned for future growth.