Real Client Success Stories

Discover the experiences of those who’ve partnered with us on their financial journeys. Our clients’ stories speak to the trust and confidence they’ve placed in us — and the meaningful outcomes we’ve helped them achieve.

Explore the testimonials below to see how we’ve made a difference in their lives, and imagine what we could do for yours.

Brooke & Justin

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Justin (00:00):
We actually heard about Direct Wealth through a good friend of ours. We were speaking to her up on our pool area at home, and she mentioned Erin and all the great work that Erin was able to do for her. That sparked our interest and we reached out.

Brooke (00:15):
I guess it was a little bit daunting really, when you think about, you’re talking about your finances with someone that you’ve never met before and in particular as a couple. You are also speaking quite openly around your individual circumstances, but also together as a couple.

Justin (00:30):
Erin’s experience really shone through in that first meeting. She was able to explain a lot of things to us. We don’t necessarily come from a finance background, so that explanation was sort of important for us in terms of what the process was going to be and the sort of steps that we would take post that first meeting. Prior to meeting Aaron and running through what we needed to run through, we had our own financial goals. This actually put all of our financial goals on the same page and we co-authored a financial plan together. I think the main thing that we’ve seen is the optimization of our insurances. That’s ultimately resulted in a reduction in our outgoing expenses when it relates to insurance, our superannuation funds in terms of the changes we’ve made in that particular space, and really having a growth view on what that portfolio was as opposed to a standard retail fund. Aaron and the team have been able to really tweak and optimise the returns on that.

Brooke (01:28):
It was just some really clear things to make us feel like we had this roadmap for our future and we feel confident and we just feel secure, which is really great

Justin (01:39):
And I’ve seen the best performance in my super fund effectively since its inception, so we’re extremely happy with the returns and the reductions that Erin and the team were able to make.

Brooke (01:52):
Just recently, actually, probably less than 12 months ago, we were lucky enough to purchase a beachfront apartment. That was one of our, I guess, long-term goals that kind of crept up a little bit quicker than we had hoped, but

Justin (02:08):
It really did.

Brooke (02:09):
But we’re really excited that we were able to secure that property and not only have Erin’s support and guidance through that, just managing our finances, but also just the connections that she has in the industry because we were then able to utilise her network to be able to then liaise with them to assist us with getting a loan and everything from kind of purchasing that property to receiving the keys on settlement. So that was a really great highlight for us. Yeah, the thing we value most is absolutely just that relationship. I mean, that is number one for us. We want to feel comfortable with the person that we’re working with.

Justin (02:51):
For me, I think it’s about the constant review process and that constant feedback loop regularly catching up with Erin and being able to update her on changes our life, and Erin being able to update us in terms of changes, in terms of, I guess potentially the approach changes in her team, additional advice that she can bring to our plan every year ongoing is definitely key for us. I

Brooke (03:16):
Would say absolutely. Don’t be hesitant. I think that it’s really important to seek that financial advice and support from someone that is knowledgeable and can provide you with all the information that you need. I think we are not taught this at school and as an adult it’s important to make an appointment and I’d say, yeah, definitely pop in and see the team at Direct Wealth because they’re going to provide you with a whole range of information and lots of things to consider. So definitely don’t be hesitant.

Justin (03:49):
There are a lot of aspects from my perspective that come into play when you’re talking about your personal finances and there’s a lot of things you may not even know about. So not going to see a financial advisor’s not going to open up any of that knowledge to you, and when you look at it by yourself, it can be daunting. Someone to actually coach you through and step you through it in a really easy to understand why I think is critical to your financial success.

Ross & Denise

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Ross (00:00):
My name is Ross. This is my wife Denise. We’re both retired. We enjoy caravan and looking after our grandkids. We previously, we go along to our financial advisor for a half yearly or yearly checkup, and they did a lot of talking, did things on whiteboards, and really when we walked out we were still scrambling. None the wiser. Yeah, none the wiser. Whereas we went along to Simon and the very first day he sat opposite us and explained things in very easy to understand terms. Turned a pad around, showed us, and then said, do you understand this? Is this what you’re looking for?

Denise (00:45):
They’re very approachable. Even if you ask a very basic question, they’ll explain it to you in terms that we can understand, which is very

Ross (00:55):
Good, as they say, no question is silly. If we ask a question, there’s obviously a reason. So they are more than happy to break it down, talk to us about it, put it in a different format so that we understand, and it just makes life so much easier.

Denise (01:12):
So after meeting and dealing with direct wealth, we were able to purchase a caravan, which has been Ross’s dream for many, many years. And on our retirement we’ve seen quite a few places. We’ve been to West Australia, we’ve been to South Australia and Victoria, and had wonderful, wonderful trips, which are very enjoyable.

Ross (01:36):
We don’t have to worry about funds from our superannuation. We had enough there. When we go in these places, we’re able to just enjoy and take in what we’re seeing and not worry in the back of our mind that we shouldn’t be here. We can’t afford this.

Denise (01:53):
Have we got enough money

Ross (01:54):
With that apparently? Yeah. So it’s just been a life-changing experience that direct wealth have been able to set up for us. We understand totally where we’re going and how we’re going to get there.

Denise (02:06):
Anyone who is hesitant to talk to a financial advisor, I would recommend that just go and do it. There are so many different variants of what you can do with your money and your wages before you retire. It keeps changing all the time. And direct wealth, keep up to date with everything. It’s been very grateful. So please go and see a financial advisor.

Ross (02:33):
Yeah, these guys, that’s their job. They’re dealing with it day in, day out. They keep an eye on the markets. I don’t even know where or how to look at the markets, whereas that’s what they do and they’re on top of it. So go along, talk to them. They can tell you what’s happening in plain, simple to understand language and you’re in front. So definitely go and ask the question.

Sarah

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Hi, my name’s Sarah. I have a business, 64 Property, in New Farm, and I’ve been working with Direct Wealth for about three to four years now. I was wanting to seek out a financial advisor for many reasons, but our family was growing quite rapidly, and for that reason, we had lots of different financial issues that we needed to work through. Also, with my business, with tax help, superannuation, and insurances, I was really seeking some great advice around that, and that’s why I came to Direct Wealth.

My initial meeting with Erin was fantastic. I mean, I came in very blinded. I didn’t know a lot about finances, superannuation, or any of that in general. She made me feel comfortable, understood, and I could ask any questions without feeling silly. I walked out of the meeting feeling like I had a whole heap of new knowledge and that I was being really taken care of.

If you are not working with an advisor, it’s a must. I just think it gives you clarity; it gives you direction. It’s an industry that I don’t specialise in, and that’s why I go to someone else, and it’s a no-brainer. They will help you get from A to B to C, and they’ll help you do that for the rest of your life. It’s not just a quick fix, and there you go.

So if you’re not working with someone, I would highly recommend it. It has changed my life at the moment, and I know it will for years to come. If I could go back before I started working with Direct Wealth, and particularly with Erin, I would say to myself to start sooner. It might sound cliché, but I’ve gotten myself into sticky situations. I didn’t know anything about the finances or the super or the insurance or whatever the topic is—I just didn’t know.

So if I could go back, I would’ve started sooner. I would’ve reached out sooner, started the work sooner, and I know I could have avoided some tricky situations that I found myself in. That would be the only advice: start sooner and start as soon as you think about it.

Kate

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Hi, I’m Kate. I’ve been retired for about a year. Working with an advisor at Direct Wealth has given us peace of mind and confidence about our investments, and we feel that our future is in good hands.

Our initial meeting was very good. We felt very comfortable with the advisor, and we talked about lots and lots of things—what we wanted to do with our life, their life, and all sorts of things. It was good fun, and then we got down to the nitty-gritty. We found that the information, experience, and backup that they have made us feel very comfortable and confident with the plan that Direct Wealth has put in place for us.

We are able to fulfil our goals of doing lots of travel but also know that our long-term future is secure. It’s great that every six months we have a meeting with our advisor to track how we are going, what things are happening in the market, and if we need to tweak something.

Our financial position has improved since we began working with the advisor because we can, daily if we want, look at the value of our portfolio, and it has certainly increased since we first started. You can track it, which is wonderful for us, so we can see where we are.

We have already recommended Direct Wealth to friends and family. One of the reasons is that it is such a smooth transition. It is very professionally handled, everything is explained and very transparent, and you have a clear path of where you are going.

We’ve just found that working with Direct Wealth has been a really positive and comfortable experience. It’s given us a clear path of where we’re at, what we can do with what we’ve got, and we can ask for more information at any time if we need it. They’re always there if you have to ask a question. If there is an issue that comes up, say with your accountant about a tax issue, you can just call them. They deal with it, and that has been great as well, and it’s dealt with promptly, so you can just move on and plan your next holiday.

Neroli

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My name’s Neroli. I’m a real estate agent, and I’m transitioning to retirement and supposedly working fewer hours. So my advisor at Direct Wealth makes a phone call every so often out of the blue. I don’t have to worry about anything. They keep in touch with me and make sure that my money is in the right place, doing the right things.

Direct Wealth helped me with the sale of my investment properties. It was all very easy, and I trusted them totally with their advice, and it’s all worked out to be very financially beneficial.

So, thanks to selling my properties and investing the money with Direct Wealth, I’m now able to travel and not worry about what’s happening at home. I just know that my money’s still growing while I’m away. Thanks to Direct Wealth, I’m now booked to go to Africa and Amalfi in a very short space of time, and I’m looking forward to Spain at the end of that trip.

Direct Wealth—I totally recommend to my family and friends. They’ve seen my lifestyle and how I don’t have to worry about things anymore, that my money’s still growing, and that they’re looking after it really, really well. So yes, I totally recommend Direct Wealth.

Read Our Reviews

Our clients’ words mean the world to us. Each review is a reflection of the trust and satisfaction they’ve experienced through our services. 

Read through these genuine testimonials to see how we’ve helped others achieve their financial goals and find peace of mind. 

5 Over 174 Reviews
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
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
Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
google
I recently had an initial meeting with Sam Dwight at Direct Wealth, and I couldn’t be more pleased. I’ve always approached financial planning with some caution, but Sam’s approach immediately eased my concerns. He took the time to genuinely understand my personal circumstances, financial goals, and concerns without rushing into advice. Sam was incredibly friendly, courteous, and professional, making me feel comfortable and heard. His transparency and honesty came through at every step, and I left feeling confident about the next steps. I highly recommend Direct Wealth and in particular Sam to anyone seeking thoughtful, trustworthy financial guidance.
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
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
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 team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
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
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
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
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
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
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
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
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
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 journey and experience with Direct Wealth so far has been nothing but positive. Erinn and the team have been friendly, professional, highly informative and quick to respond to any concerns. I’d been toying with the idea about engaging with a financial advisor for some time but I knew that following the initial meeting that it was definitely something that I wanted to pursue.
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
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
Sam & the Redcliffe team are amazing, they have managed my finances so well I can retire 2yrs earlier than expected.
Cannot recommend them highly enough.
google
We’ve been working with Kirsty at Direct Wealth for close to 3 years now. We couldn’t be happier, her advice is clear, tailored and has helped us feel confident about our future. We consider her a friend, she always makes time for chats about life and our fury friends along side business. Highly recommend Kirsty and the team at Direct Wealth.
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
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
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
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
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
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
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
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
We engaged Erin Truscott to do a retirement plan for us and we found her very professional to deal with. From the start we felt we could put our trust in her and she has put some amazing strategies in place.
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 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
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
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
Up until meeting Erin, I wasn’t at all confident with the advice given to me by other advisors. The Financial modelling particularly gave me piece of mind that I will be ok far into the future. Erin also had great understanding and empathy for my past experiences. As a woman, for me, this was a critical component for trusting her advice. I simply can’t recommend her highly enough. She is also just a lovely human being 🙂
google
Very knowledgeable and experienced team. Provided very professional advice & information & I would highly recommend.
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 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
Great friendly service and financial support from Erin at Direct Wealth for my transition into retirement.
5 Over 174 Reviews

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Frequently Asked Questions

The testimonials featured here are from real clients who have experienced our services firsthand. We prioritise transparency and authenticity, ensuring that the feedback you see reflects genuine client experiences.

Testimonials provide a window into the experiences of others who were once in your position. By reading and hearing about their journeys, you can gain insight into how our services might benefit you and what you can expect when working with us.

Our clients come from a variety of financial backgrounds and stages in life. The testimonials represent a broad range of experiences, so whether you’re just starting to build your wealth or looking to manage an established portfolio, you’ll find relatable stories.

Yes, many of our testimonials touch on specific financial services or concerns. Whether you’re interested in retirement planning, wealth management, or another service, you’ll find reviews from clients who have faced similar situations.

We only share testimonials from verified clients who have used our services. These reviews are a genuine reflection of their experiences, and many are collected from trusted platforms like Google Reviews, where we don’t have the ability to remove reviews. 

We regularly update our testimonials to reflect current client experiences. This ensures that the feedback you’re reading is relevant and represents the service level we provide today. 

Additionally, you can see a publishing date on the written reviews. All of the video testimonials on this page were shot during the winter of 2024. 

Clients frequently mention the peace of mind, improved financial clarity, and confidence they gain from working with us. They also appreciate our personalised approach and the way we tailor our services to meet their unique needs. 

These are elements of our service we have carefully designed and work very hard to maintain, so we’re thrilled to know it works.