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Our Services

Self Managed Super Fund (SMSF)

At Direct Wealth, we are able to provide advice on self managed super funds.

Preparing For Retirement

Generally, the earlier you can start preparing for you retirement

Transition To Retirement

Are you aged 55 and over? You should consider giving us a call

Superannuation

Superannuation is a way to save for your retirement. Your super balance accrues

Centrelink

A Direct Wealth adviser can assist you in reviewing your Centrelink entitlements.

Debt Management

In reality we are most likely going to be in debt at some point in our life

Cash Flow Advice

Managing your cash flow is essential to any good financial plan.

Risk Management

We at Direct Wealth feel that not only building our wealth is important but protecting

Investments

Direct Wealth is able to provide guidance to assist you with your investment selections.

Estate Planning

We find Estate planning is often set aside for another day and put in the too hard basket.

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