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5 Over 162 Reviews

Investment Advice

Our investment advice services simplify managing your investments.

Whether you're just starting out or already managing a complex portfolio, our investment managers will help you make the most of your assets.

Get Investing Right

nvesting wisely is a crucial step towards building a secure financial future. Our investment management services simplify the process, offering expert guidance from investment managers and certified investment management analysts to help you make the most out of your investments.

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

Award-Winning Service, Exceptional Results

We’re proud to say that we’ve been recognised for being amongst the best in Australia. 

Financial Adviser Erin Truscott Explains Our Investment Advice Services

Erin provides insights into our investment advice services, explaining how we help you build a tailored investment strategy. Discover how we align your investments with your financial goals, ensuring a balanced approach that enables growth while carefully managing risk.

Play Video

Erin Truscott:
Hi, my name’s Erin and I’m from Direct Wealth, and today, I want to talk to you about investment advice. The beautiful thing about taking money from your bank account and investing it in the markets aligned to a risk profile and in the structure that’s appropriate for you, is that we get the value of not only the market growth, but also the compounding that occurs when we regularly add to an investment or reinvest the distributions that come from investing.

Key factors that we look at when a client comes to us and says that they want to start investing or add to an investment that they currently have is firstly the investment timeframe. This is really important because it’s a vastly different profile that we would build dependent on if it was three years versus, say, 10 years of investment. The second part to that is risk profile. And the risk profile is not only aligned to the timeframe to invest, but how the client feels about investing. Do they lose sleep at night if they know they’re too aggressive, for example?

Portfolio diversification is a really important part of any portfolio and a specific focus for us at Direct Wealth. And we do this across various different asset classes. So, we have defensive asset classes, which are cash and fixed interest, and then we have our growth asset classes, which are Australian shares, international shares, and property and infrastructure, and within each of those different asset classes, we choose single manager asset-specific funds to ensure that the asset class is diverse, which results in the entire portfolio being diverse.

Once your portfolio is set up, it’s our job to ensure that it’s constantly reviewed and that we’re keeping abreast of what’s happening in investment markets to ensure that we can adapt that investment portfolio should we need to over time. And that could be via making changes where required, and also having regular check-ins with you to ensure that where you’re invested and how you’re invested is still appropriate for you.

So, if you’re thinking about reviewing an existing investment strategy that you have, or potentially setting up a new one, touch base with a Direct Wealth advisor and come on in and we’ll have a chat about what you currently have. We would ask you to bring things like any current investment strategies or shares that you currently hold or your current super fund and where that sits, or if you have more than one super fund. And we can then have a look at those structures, see what’s relevant to you, and align those with the goals and objectives that you have for your investment plan, whether it be short, medium, or long term. And once we do that and we understand that, we can make a plan for you and we can really review that on an ongoing basis to ensure that you get the best out of that investment throughout the life of it, whether that be for something you might want to touch early on in life or something that might take you right through to retirement.

So, if you are thinking about starting your financial planning journey, or perhaps you might be looking for a new financial advisor, please do reach out to the team at Direct Wealth. We have a number of wonderful advisors here who can really help you on your journey and give you peace of mind that the plan you have in place is going to make sure that you’re okay now and into the future. We really look forward to hearing from you.

 

Get a Better Outcome with Smart Investment Management

At Direct Wealth, we offer both investment advice and investment management to help you make the most of your financial opportunities.

  • Investment advice: Our expert investment advisors provide tailored guidance, helping you build a portfolio that aligns with your goals.
  • Investment management: Our certified investment management analysts actively manage your assets to ensure long-term growth and minimise risks through strategic portfolio management.

These services help you:

  • Build and grow wealth to support life goals like education, retirement, or leaving a legacy.
  • Make informed financial decisions.
  • Optimise growth and manage risks through diversified investment services.

With personalised strategies, regular updates, and proactive management, we ensure your financial plans stay on track.

What Can We Help With?

Our comprehensive investment management services are here to support you at every stage of your investing journey. We can help you with:

  • In-depth Financial Assessment: We conduct a thorough review of your financial status, investment experience, and future aspirations to create a clear plan.
  • Strategic Investment Planning: We develop personalised investment strategies that align with your long-term financial goals and risk tolerance.
  • Portfolio Diversification: By strategically diversifying your investments across various asset classes and sectors, we help you balance risk and enhance returns.
  • Proactive Investment Management: Actively managing your investments, we adapt to market changes and your personal life circumstances to keep your portfolio aligned with your financial goals.
  • Regular Communication and Support: You’ll receive ongoing updates, insights, and investment advice to stay informed and involved in your investment journey.
  • Preparation for Significant Life Events: We offer guidance to ensure your financial readiness for key events, such as purchasing an investment property, transitioning into retirement, or passing on wealth to future generations.
A middle-age couple hug on the lawn while smiling at the camera.

Great Investment Advice is Invaluable

Our investment advisory services offer significant advantages, and can help you to achieve your investing goals. Here’s what you can look forward to when you work with our team of experts:

  • Achieving Life Goals: Our financial planners help you map out and work towards your goals. Whether it’s saving for education, planning for retirement, or setting up a legacy, our tailored strategies turn aspirations into realities.
  • Securing Financial Independence: Smart investment management can empower you to reach financial independence sooner, allowing you to enjoy life on your terms.
  • Specialised Market Insights: Benefit from our advisors’ deep market knowledge, translating into more informed investment decisions. This includes strategic advice across various sectors, including investment property and diverse asset classes.
  • Exceptionally Personalised Service: Receive customised financial strategies that reflect your lifestyle, ambitions, and risk tolerance. Whether it’s how to invest or selecting the right investment manager, we ensure our services are the perfect fit.
  • Wealth of Experience: Our team’s extensive experience ensures your investments are positioned for success, aligning with your life stage, risk tolerance, and long-term goals.
  • Proactive Management and Adaptability: Stay ahead of financial challenges with regular monitoring and proactive investment management, ensuring your portfolio remains aligned with your future vision.

With our investment advice, you’re not just managing your finances – you’re setting yourself up for a secure and prosperous future. Contact us today to get started.

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.
4 Over 153 Reviews
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
I have used these people for a couple of years now i have just entered retirement they helped my transition to retirement run very smooth.
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
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
My wife and I met with Kirsty and she made us feel at ease with explaining how she would invest our money for retirement and resolved concerns we had. Kirsty was very thorough and made us feel comfortable with our decision to utilise Direct Wealth.
google
Was my first time seeing a financial advisor and Luke make this process easy and straightforward he was down to earth and realistic, he listened to my dreams and business ideas and he has already in a few days put together the plan for me to get my goals.
I would highly recommend Luke to anyone who is looking to better there financial future.
google
We have been under the financial guidance of Kirsty for our future plans . At first it was such a daunting decision but Kirsty was happy to explain and answer all of our questions in a friendly and open manner. We are very happy to be with the team at Direct Wealth.
google
More than happy with Ben’s service. Worked with him for 3 years planning retirement, and I’m now making the transition next month! Very excited and looking forward to working with Direct Wealth moving forward!
google
When it comes to financial advice and strategies to set you up for the future, Luke Youd and his team are the only choice.
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
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
Ben Marlow from Direct Wealth has been a sound financial advisor for me and my wife for multiple years. Ben’s positive attitude, willingness to adapt and understanding of the financial system have helped us greatly. I highly recommend using Ben and his team.
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
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
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
Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
google
Initial chat with Ben. Found him very patient, knowledgeable, and easy to talk to. Ben also came across as proactive – when presented non-financial industry information relating to an industry specific risk in a space that was removed from the finance industry, and that he wasn’t previously aware of – Ben indicated that he would go away and investigate that further risk so he could be informed for his other clients. Ben followed through on call times, and emails when he said he would send them. Cannot comment on the service beyond that. Would recommend as someone who was approachable and easy to talk to.
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
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
I highly recommend Ben Marlow at Direct Wealth. Ben consistently provides outstanding financial advice. His guidance is always timely and informed. He’s been an invaluable partner in navigating our financial journey, offering tailored advice that perfectly suits our current situation. Thanks Ben!
google
Just started with this company and my adviser is Erin. So far I like everything about them and her- very friendly, relatable, down-to-earth and approachable. I am glad I found them and looking forward to see what comes next!
google
Since changing over from another Financial Advisor to Direct Wealth two years ago I find them to be a very professional and knowledgeable business. I recently had my yearly review with Ben, and I was very impressed with the way my finances are being looked after. I look forward to my next review. I would certainly recommend Direct Wealth to any interested prospective client.
google
Thanks Luke -We are very happy with the past seven years of financial recommendations.
We have worked together to plan our transition to retirement and now this is coming to fruition. So grateful for your assistance.
Your knowledge regarding Centerlink has also been very helpful.
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
Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
google
Luke Youd is a quiet genius when it comes to financial affairs. He has an excellent knowledge of tax, legal and Centrelink requirements. He is a huge asset to us in assisting our clients achieve their financial goals. Thanks Luke!
google
Very knowledgeable and experienced team. Provided very professional advice & information & I would highly recommend.
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
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 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.
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
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
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
The Direct Wealth team were a pleasure to deal with. Kirsty was efficient and extremely flexible with fitting in around my work schedule.

Kirsty broke everything down and made the entire process seamless. Kirsty communicated everything clearly and walked me through step by step which I am so thankful for.

I couldn’t recommend highly enough!
google
I had the pleasure of working with Ben for my financial planning needs, and I can’t recommend him highly enough. From the outset, Ben demonstrated a deep understanding of financial strategies and an impressive ability to tailor his advice to my personal situation. His approach is thorough, clear, and remarkably effective.

Ben took the time to explain complex concepts in a way that was easy to understand and always made sure I was comfortable with each decision. His attention to detail and proactive communication helped me feel confident about my financial future.
google
I can’t speak highly enough about Luke. Luke has taken the time to understand our situation and our goals. Luke has a deep knowledge of the market and has an ability to explain complex financial concepts in a way that is easy to understand. Luke is always available to answer any questions we have.
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
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
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
Direct Wealth have always had a fantastic, client focused, efficient relationship with their clients, and we are very happy with the way that they interact and work with us to ensure a safe, secure, profitable outcome for us in our retirement.
Their client service is a personal relationship which suits the way we prefer to operate, but it makes our financial planning very easy, yet driven by a professional commitment to best practice in their field.
We are very happy to be clients of Direct Wealth.
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
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!

We Can Help You Manage Your Investments 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.”

4 Over 153 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. A financial expert helps 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. It’s about making informed decisions to maximise your financial growth and security.

Seeking investment advice ensures you’re making the best decisions with your money. A professional advisor can help you navigate the complexities of the investment world, offering insights and strategies tailored to your specific goals and risk tolerance.

They keep up-to-date with market trends and can provide advice on how to invest smarter, reducing the risks and increasing potential returns.

 

Investment advisors start by understanding your current financial situation, future aspirations, and risk tolerance. They conduct an in-depth financial assessment, considering factors like your income, expenses, savings, and existing investments.

Based on this information, they develop a personalised investment strategy, selecting the best investment options to help you achieve your goals. This strategy is regularly reviewed and adjusted as needed to ensure it remains aligned with your objectives.

Investment advisors can assist with a wide range of investments, including stocks, bonds, mutual funds, ETFs, property investments, and more. They also offer advice on business investments and other financial products to diversify your portfolio and balance risk.

Their goal is to help you build a robust investment portfolio tailored to your needs.

Investment advisors manage risk through portfolio diversification, selecting a mix of assets to balance potential returns with acceptable risk levels. They also regularly review and adjust your investment strategy based on market conditions and your financial goals.

By staying informed about market trends and economic indicators, they help mitigate potential risks.

Absolutely! Investment advisors can guide you on tax-efficient investing strategies, such as utilising tax-advantaged accounts and selecting investments that offer tax benefits. Their goal is to maximise your after-tax returns and help you keep more of your earnings.

A Chartered Investment Manager (CIM) is a professional designation for those who manage investments, demonstrating expertise in investment analysis, portfolio management, and financial decision-making. Working with a CIM can enhance your investment strategy.

A Certified Investment Management Analyst (CIMA) is a professional who specialises in investment consulting. They are trained to manage complex portfolios and advise on asset allocation, performance evaluation, and risk management. Partnering with a CIMA can bring added expertise to your investments.

Investment fund management involves overseeing and directing a portfolio of assets, ensuring growth and managing risks. An investment fund manager makes informed decisions to align with the investor’s financial goals and risk tolerance.

Asset management firms handle client investments, selecting assets like stocks, bonds, and real estate to meet financial objectives. They provide portfolio management services, offering guidance on diversification, risk management, and growth opportunities.

Portfolio management focuses on selecting and overseeing investments in a portfolio, whereas asset management involves managing all types of assets, including investments, property, and financial products. Both services aim to maximise returns while managing risk.

Choosing the right investment advisor involves looking for someone with experience, a good reputation, and a clear understanding of your financial needs and goals. Look for advisors with credentials and positive client testimonials, and ensure they offer services that align with your investment objectives.