REVIEWS

Your financial success and peace of mind are our primary goals. Below, you’ll find true accounts of real experiences from highly satisfied clients.

Read on to get a glimpse of what we can do for you! 

5 Over 116 Reviews
google
Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
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
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
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
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
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
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
Thanks Joel Simmonds for your advice.
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
Spoke to Ben today and assisted in my questions and look forward to working with him in the future.
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
I am one of those guys in his late 50s who never thought much about managing his money – because life kept distracting me with other things. I had seen a few financial advisors over the years. One confused me with financial jargon and made me feel dumb for not understanding him. Another put me in a poorly performing managed fund and then refused to take my calls as it kept losing money. Another guy rolled out the red carpet – leaving me to find out later he was taking whopping commissions.
Ben Marlow at Direct Wealth certainly has been refreshingly better. He seems to genuinely care about his clients, is a good listener and has always communicated in plain English. I have found him to be well informed and proactive. Ben’s very thorough review of my financial situation showed up a few areas where I was off track. These have been rectified and through his modeling (which he took me through patiently) – I can now see my way clear to retirement with room for the adventures my wife and I had on our bucket list. Also, he has been quite upfront about his fees.
Dealing with Ben has worked out very well for us.
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
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
The knowledge and service were first class and would highly recommend to anyone.
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
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
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
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
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.
google
Professional, approachable and extremely confident in advice given by Sam and his team!
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
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
I wish to express my heartfelt gratitude to Ben Marlow and his associates in Direct Wealth for the high level of financial guidance and information provided to me throughout the entire process of organising my investment portfolio following my retirement. Meetings with Ben were extremely informative and responsive to my unique needs moving forward in this next chapter of my life. I have been very impressed with their level of communications and responsiveness to my queries and/or requests. I have the utmost trust and faith in Ben and Direct Wealth to diligently look after and protect my investment portfolio, in turn giving me immense peace of mind. Direct Wealth is indeed a company committed to its clients and I, again, extend my sincere thanks to all involved in looking after me.
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!