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.
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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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.
Our financial advisor services provide everything you need to secure and grow your wealth.
From everyday financial decisions, savvy investment strategies, superannuation advice, to estate planning and tax efficiency, we’ve got you covered.
We tailor our advice to align with your unique position and desired outcomes, using proactive approaches to ensure you achieve the best possible financial outcomes.
Whether it’s planning for now or the future, we’re here to guide you every step of the way.
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 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.
10/77 Redcliffe Parade, Redcliffe QLD 4020
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.
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.
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 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.
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.
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 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
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.
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.“
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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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.
