5 Over 112 Reviews

Financial Advisor Brisbane North

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110+ Five-Star Reviews | 8 Years of Outstanding Results

Select our experienced financial advisors in Brisbane North for expert guidance and ongoing support.

We’re committed to achieving the best possible outcomes for your financial future.

5-Star North Brisbane Financial Advice

Welcome, and thanks for visiting!

You’ve found your new team of financial planners here in vibrant Redcliffe. We’re thrilled to provide you with expert financial advice tailored to your unique needs.

Our holistic approach to wealth management ensures you enjoy a prosperous life now and in the future.

Keep reading to learn more about us, explore our services, and see how we can help you achieve your financial goals.

Our Clients Love Us, and Our Awards Prove It

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 Our North Brisbane Financial Advisors Do for You?

Working with a financial advisor is all about improving your financial health.

We don’t just focus on reaching financial goals; we provide the support and insights you need to tackle financial challenges with ease. Whether it’s simplifying complex issues or offering tailored advice, we’re here to help you manage your finances confidently.

Our financial advisors get to know your personal situation, crafting strategies just for you.

Whether you have specific goals or need general advice for life’s ups and downs, our advisors are here to guide you. They offer the clarity and support you need to handle any financial situation with confidence, ensuring you’re always prepared for what’s next and set up for the best outcome.

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

Here's What We Can Help You With

Our financial advisers offer a wide range of services to help establish, protect, and grow your wealth.

From making smart daily financial choices to developing effective investment strategies, managing your superannuation, planning your estate, or ensuring tax efficiency, we’ve got you covered.

Our advice is tailored to your unique needs and goals. We use proactive strategies to keep you on the best path to financial success.

Whether you’re sorting out your finances today or planning for the future, we’re with you every step of the way. Our personalised financial advice sets you up for success, making sure you’re ready for whatever comes next. We’re here to help you make decisions that move you closer to your financial goals.

The 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
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Why Choose Us?

Choosing our experienced financial advisers offers you a significant advantage.

Rather than navigating financial planning alone, you’ll benefit from expert knowledge, professional insights, and ongoing support—all crucial for effective financial management.

Our advisers specialise in proven financial strategies and wealth creation. They simplify the complexities of finance, helping you make well-informed decisions that match your financial goals.

No matter what challenges you encounter, our team is dedicated to helping you build a financial future that surpasses your expectations.

We’re dedicated to creating financial plans that suit your life.

Our advisers take the time to understand you—your current financial situation, your goals, and your dreams. With this understanding, we customise a financial plan just for you, ensuring it aligns perfectly with what you want now and in the future.

Whatever you’re aiming for, our personalised advice is here to help you achieve it. With us, you’re not just planning; you’re actively shaping your future.

Navigating personal finance can be tricky, and it’s easy to make costly mistakes.

Many of our clients have shared stories of their struggles when trying to handle their finances alone—from dealing with complex investment options to facing unexpected tax implications.

That’s where our team steps in—we simplify the financial landscape for you.

We focus on smart savings techniques, tax-efficient investing, and effective retirement planning to set you up for success. Our proactive approach not only secures your future but also gives you peace of mind, knowing your finances are expertly managed.

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

Our Location

Direct Wealth’s North Brisbane office is conveniently located in the heart of Redcliffe, just minutes from the stunning Moreton Bay coastline.

We welcome all visitors, though booking an appointment is recommended to ensure someone is available to speak with you.

North Brisbane - Redcliffe

10/77 Redcliffe Parade, Redcliffe QLD 4020

Meet Our Team of Financial Advisors in Redcliffe

Your new team of financial advisers are not only highly qualified and experienced professionals, but they also have a genuine passion for what they do. More importantly, they are all exceptionally good people.

When you choose Direct Wealth, you can be confident that you have the best team of financial professionals on your side.

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

Kirsty, an expert in superannuation, investments, and retirement planning since 2014, values building strong relationships through open and honest communication. With a Diploma in Financial Planning and ongoing studies, she’s also a registered tax adviser. Outside work, Kirsty loves water activities, camping, and adventures with her fiancé and 3 dogs.

Luke Youd
Financial Adviser

Luke has served as a Financial Adviser since 2015, having successfully completed his Bachelor of Business in Financial Planning.

His credentials extend across diverse facets of financial planning, reflecting a commitment to comprehensive expertise.  Those who engage in conversations with Luke consistently acknowledge his passion for the industry and his dedication to aiding individuals in realising their financial objectives.  

Beyond his professional pursuits, Luke derives fulfillment from quality time spent with his young family and embraces the enriching aspects of a semi-rural lifestyle.

Financial Adviser

Sam, with over 10 years in financial services, specializes in insurance, investments, and superannuation, and is academically distinguished, graduating in the top 15% internationally. Sam balances his professional life with getting active. He’s passionate about surfing, scuba diving, and outdoor adventures.

Associate

Josh has 5 years of experience in financial planning, backed by degrees in Economics, Commerce, and a Master’s in Financial Planning. Committed to providing clear and easy to understand financial advice, Josh aims to make financial planning a confidence-inspiring journey for clients. Outside work, he’s an adventure lover, enjoying surfing, van explorations, and camping. 

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!

Our Redcliffe Financial Advisor Services

Our fine selection of North Brisbane financial services are designed to harmonise your life and financial well-being. 

We make it a priority to keep your finances organised.

Our accountants are here to help with everything from accurate and beneficial tax filings to managing your books and offering financial advice.

With our support, you’ll be able to make smart financial decisions and keep both your business and personal finances in great shape.

Managing your money shouldn’t mean missing out on life.

We’ll help you create a budget that suits your lifestyle and financial goals, so you can enjoy today while staying on track for tomorrow.

Explore how our cash flow management and budgeting services can keep your finances in check and your life full of what you love. Read more here – Cash Flow Management North Brisbane.

Gain peace of mind by ensuring your wishes are clearly defined and your loved ones are well taken care of.

We’ll guide you through the estate planning process, making sure every detail aligns with your intentions.

Learn more about our estate planning services in Brisbane North here – Estate Planning North Brisbane.

Finding the best finance options can be challenging, but you don’t have to do it alone.

Our finance brokers specialise in identifying the best loan structures and terms to suit your needs, whether you’re investing, buying new equipment, or refinancing.

We’re dedicated to discovering solutions that increase your financial flexibility and help you reach your goals more efficiently.

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

Read more about our lending and finance services here.

Discover how we can assist you on our

Lending & Finance North Brisbane page.

Creating the right investment strategy isn’t just about picking stocks; it’s about understanding your unique financial situation and goals.

That’s where we come in. We tailor your portfolio to fit your needs, guiding you through the options to find the best fit for you.

Whether you’re new to investing or looking to optimise your current strategy, we’re here to help you every step of the way.

Want to know more about how we can help? Check out our investment advice services in Brisbane North – Investment Advisor North Brisbane.

Finding the right mortgage is crucial, and our mortgage brokers are here to make the process as smooth as possible.

We compare rates, terms, and features from a variety of lenders to ensure you get a mortgage that fits your budget and lifestyle. Our goal is to help you secure your dream home or invest in property without the stress.

Whether you’re a first-time buyer, looking to refinance, or investing in property, we’re here to guide you every step of the way.

Having the right protection can make all the difference. Our goal is to help you find insurance coverage that fits your lifestyle and ensures your financial security.

We specialise in life and total permanent disability (TPD) insurance, guiding you through the options to find the best coverage for you and your loved ones.

Discover more about our personal insurance advice in Brisbane North here – Insurance Broker North Brisbane.

Looking to plan a retirement that fits your lifestyle? Let’s craft a roadmap that blends well-earned freedom with financial stability.

At our Brisbane North office, we specialise in making retirement planning easy and stress-free. We take the time to understand your desires and tailor a plan that suits you. Interested in how we can help you enjoy your golden years worry-free?

Find out more about our retirement planning services here – Retirement Planner North Brisbane.

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

Our team is here to simplify the complexities and take care of the ongoing responsibilities for you.

We’ll make sure you understand each step and feel confident in your decisions. Let us make your SMSF journey smoother and more straightforward.

Curious about how we can help? Find out more here – SMSF North Brisbane.

Finding the right superannuation strategy is more than just selecting a fund; it’s about adjusting contributions, investment options, and retirement planning to achieve the best outcomes.

Our expert advisers are here to guide you every step of the way, ensuring your super is working hard for a comfortable retirement.

Curious about how our superannuation advice services in Brisbane North can benefit your financial future? Learn more here – Superannuation Advice Brisbane North – Superannuation Advice Sunshine Coast.

Read our Rave Reviews

These aren’t curated reviews; they’re 100% genuine.
5 Over 112 Reviews
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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!
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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.
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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.
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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 😀
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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
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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
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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
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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.
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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.
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Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
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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.
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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.
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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.
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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.
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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.
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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.

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 of North Brisbane Financial Advisors is dedicated to crafting personalised financial strategies that not only meet but exceed your 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? Then 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 112 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

A financial advisor helps you manage your finances by providing expert advice on budgeting, saving, investing, retirement planning, and more. They work with you to create a customised plan that aligns with your financial goals and helps you navigate complex financial decisions.

Hiring a financial advisor can provide you with professional insights and strategies to optimise your financial health. They can help you make informed decisions, avoid costly mistakes, and ensure you’re on track to meet your short- and long-term financial goals.

Look for a financial advisor with relevant qualifications, experience, and a good track record. It’s important to find someone who understands your financial goals, communicates clearly, and has a transparent fee structure. Personal recommendations and online reviews can also be helpful.

Financial planning is the process of managing your finances to achieve your life goals. It involves creating a comprehensive plan that covers aspects such as budgeting, saving, investing, insurance, tax planning, and retirement planning. The goal is to provide you with a roadmap for financial security and success.

The frequency of meetings depends on your financial situation and goals. Typically, it’s recommended to meet with your financial advisor at least once a year to review your plan and make necessary adjustments. However, you may need to meet more frequently if you experience significant life changes or financial events.

Yes, a financial advisor can help you create a plan to manage and reduce your debt. They can provide strategies for consolidating debt, prioritising repayments, and budgeting to ensure you stay on track.

For your first meeting, bring any relevant financial documents, such as bank statements, investment portfolios, tax returns, insurance policies, and details of any debts. This will help your advisor get a clear picture of your financial situation and create a tailored plan for you.

The cost of hiring a financial advisor can vary based on their fee structure. Some advisors charge a flat fee, hourly rate, or a percentage of assets under management. It’s important to discuss fees upfront and understand what services are included.

Absolutely. A financial advisor can help you develop a retirement plan that ensures you have enough savings to support your lifestyle in retirement. They can advise on retirement accounts, investment strategies, and ways to maximise your superannuation.

Financial planning provides a structured approach to managing your money, helping you set realistic goals and create a roadmap to achieve them. With a solid plan in place, you can make informed decisions, stay on track, and adapt to changes in your financial situation.