5 Over 106 Reviews

FINANCIAL PLANNING SERVICES

Our team of financial advisors are here to help you build a safe, secure and comfortable financial future. 

Partnering with our expert financial professionals will set you on a path to achieving your goals with confidence and clarity.

We specialise in helping you understand where you’re at, what your options are, and provide you with a detailed roadmap to get to where you want to be.

Whether you’re looking to grow your wealth, plan for retirement, or navigate life’s financial milestones, our team of friendly wealth advisors is ready to support you at every step.

We take a personalised approach, tailoring our services to fit your unique needs and goals. With our expertise, you can make informed decisions that enhance your financial wellbeing and bring you closer to your ideal financial position. 

Our goal is to provide you with the confidence and peace of mind you need to navigate the ever-changing landscape of life.

Our clients adore us, and we've got the awards to prove it.

Why choose us?

Partnering with our financial advisors provides you with a significant advantage while greatly reducing your risk.

Instead of navigating the financial landscape alone, you gain immediate access to professional expertise, insights, and support — essential components for successful financial planning and wealth management.

This knowledge allows us to steer you through the intricacies of finance, enabling you to make decisions that match your financial objectives, without having to devote your time and energy to searching the Internet, reading books, or asking friends (which may or may not provide the correct answers).

No matter the challenge, our financial planners have the expertise required to help you safely build the foundations of a strong financial future. 

Your desires, goals, and dreams are unique to you. We develop financial plans that empower you to live life on your terms.

Our advisors dedicate time to understand your personal financial circumstances, goals and risk tolerance. 

Developing this insight enables us to customise our recommendations to your situation, guaranteeing a strategy that aligns with your financial position.

No matter what you aspire to achieve, our tailored financial planning advice is an invaluable asset. 

Our goal is to help you achieve everything you aim for  and much more. 

Personal finance can be tricky, but don’t worry – we’re here to help.

Navigating the financial world can feel like a maze, with so many decisions to make. Needless to say, when your financial future is at risk, getting it right is crucial.

Thankfully, our team is here to guide you.  We’ll provide time-tested strategies that reduce risk and increase your chances of success.

Working with our financial advisors can significantly boost your chances of achieving your financial goals and enjoying a comfortable, stable, and prosperous future. 

Read our Rave Reviews

These aren’t curated reviews; they’re 100% genuine.
5 Over 106 Reviews
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
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
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!
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
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
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
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
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
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
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
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.

Financial Advisory Services

Our fine selection of finance services is designed to harmonise your life and financial well-being. 

Click through to learn more, then book your free consultation.

Get a personalised roadmap to the retirement you deserve. 

Whether you have a clear vision of your retirement or you’re still figuring it out, our experts are ready to work with you. We’ll help you define your goals and put together a plan to achieve them.

We’ll guide you in making the most of your pensions and investment choices, ensuring they align with your goals and risk appetite. We’ll also help you manage your finances in a tax-efficient way. And when the time comes to retire, we’ll be there to assist you in drawing your income effectively.

Secure a better standard of living in your retirement.

Superannuation is a key pillar of your financial future, especially when it comes to securing a comfortable retirement. It’s not just about setting aside money; it’s about making smart choices to grow your super and maximise your retirement savings.

Our financial planners are specialists in superannuation advice. They’ll help you understand your super options, from choosing the right fund to optimising your contributions and investment strategies. They’ll guide you through the complexities of superannuation regulations and ensure you’re taking full advantage of tax benefits and government incentives.

With expert superannuation advice, you can have confidence that you’re on the right track to a financially secure retirement. Let us help you make the most of your super and enjoy the retirement lifestyle you deserve.

Structure your portfolio with the right investment options.

Investment advice is all about building a portfolio that works for you. It’s not just about picking stocks or funds; it’s about creating a strategy that aligns with your financial goals and risk tolerance.

Our financial planners are experts in investment advice. They’ll help you navigate the vast array of investment options and find the right mix for your portfolio. They’ll guide you through asset allocation, diversification, and rebalancing to ensure your investments are positioned for growth and resilience.

With personalised investment advice, you can feel confident that your portfolio is structured to achieve your financial objectives. Let us assist you in making informed investment decisions that pave the way for a prosperous financial future.

Don’t get caught without complete protection for the financial position of you and your loved ones. 

Insurance advice is crucial to ensuring that you and your loved ones are fully protected against life’s uncertainties. It’s not just about having a policy; it’s about having the right coverage to safeguard your financial position and the well-being of your family.

Our financial planners are experts in insurance advice. They’ll help you assess your needs and navigate the various types of insurance, from life and health to income protection and critical illness cover. They’ll guide you in choosing the right policies and coverage levels to ensure that you’re not caught without adequate protection.

With comprehensive insurance advice, you can have peace of mind knowing that you and your loved ones are secure. Let us help you build a safety net that preserves your financial stability and provides for your family, no matter what the future holds.

The right decisions can minimise the cost of debt, giving you more financial freedom with significant savings.

Lending and finance decisions are pivotal in managing your cost of debt and maximising your financial freedom. It’s not just about taking out a loan; it’s about making smart choices that lead to significant savings and greater financial flexibility.

Our financial planners are specialists in lending and finance. They’ll help you understand your borrowing options, from mortgages and personal loans to refinancing and debt consolidation. They’ll guide you in selecting the right loan products and structuring your debt to minimise interest costs and maximise your repayment efficiency.

With astute finance advice, you can ensure that your borrowing decisions are working in your favour, giving you more control over your finances and the freedom to enjoy your life with less financial stress.

Enjoy complete peace of mind, knowing that your wishes are fulfilled and your loved ones are protected. 

Estate planning is about ensuring that your assets are passed on according to your wishes, both during your lifetime and after you’re gone. It’s a crucial step in managing your financial legacy and protecting the future of your loved ones.

Our financial planners are experts in estate planning. They’ll work with you to create a plan that covers all aspects of your estate, from writing a will to setting up trusts and planning for healthcare decisions. Their goal is to make sure your assets are distributed in line with your values and that your family’s future is secure.

With careful planning, you can have peace of mind knowing that your estate is in good hands and your wishes will be honored.

A tailored budget helps you stay on track while giving you the freedom to enjoy life.

Managing your cash flow effectively is crucial for financial stability and freedom. It’s not just about sticking to a budget; it’s about creating a plan that aligns with your lifestyle and goals.

Our financial planners are experts in cash flow management. We’ll help you develop a tailored budget that keeps you on track with your financial commitments while allowing you the flexibility to enjoy life. We’ll guide you in monitoring your income and expenses, identifying opportunities for savings, and making adjustments as needed to ensure your financial well-being.

With our personalised approach to cash flow management, you can strike the perfect balance between meeting your financial obligations and living the life you desire.

We simplify the challenging process and ongoing obligations of managing your SMSF.

Self-managed super funds (SMSFs) offer a unique opportunity to take control of your retirement savings, but they come with their own set of challenges and obligations. It’s not just about setting up a fund; it’s about managing it effectively to meet your retirement goals.

Our financial planners specialise in SMSFs. We’re here to simplify the complex process of setting up and managing your SMSF. We’ll guide you through the regulatory requirements, investment strategies, and ongoing administrative duties, ensuring that your fund is compliant and on track to achieve your desired outcomes.

With our expertise in SMSFs, you can navigate the complexities with confidence, knowing that your retirement savings are in capable hands and tailored to your individual needs.

The numbers

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Imagine a future crafted just for you, where each day brings you closer to the life you’ve always envisioned.

It’s a future built on your hard work, your dreams, and the excitement of what’s to come. A life where financial stability and peace of mind are your everyday reality.

With our personalised approach and deep understanding of your unique journey, we’re here to guide you towards a future that’s not just secure, but full of meaning.

Your goals, your plans, your dreams – they’re all within your grasp. 

With the right financial planning, your golden years can be the best years. 

YOUR
DREAM LIFE
IS WAITING

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

Mark L.

Satisfied Client

“Thanks to Ben and the team at Direct Wealth.

No financial challenge was too hard for them, when it came to researching, planning and explaining the financial strategies for our investments and financial future we knew we were in good hands.

We were fully informed, and kept up to date with their whole process from the start, which only confirmed to us that we had the right team working for us.”

5 Over 106 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. 

Of course, there’s no obligation to continue. It’s also completely free. 

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

Comprehensive financial planning is the process of creating a roadmap to manage your finances effectively, helping you achieve your short-term and long-term financial goals. It involves budgeting, saving, investing, and managing risks to ensure financial security and growth.

A financial advisor can provide expert guidance and personalised strategies to help you navigate complex financial decisions, optimize your investments, and achieve your financial goals. They can also help you stay disciplined and make informed choices to secure your financial future.

Of course, we recommend that everyone gets professional financial advice, no matter what their financial situation or personal circumstances.

When the risks and potential costs of getting it wrong are high, the sensible option is to minimise that risk by obtaining help from an experienced financial planning professional. 

It’s recommended to review your financial plan at least once a year or whenever there are significant changes in your life, such as a new job, marriage, or the birth of a child.

Regular reviews ensure that your plan remains aligned with your goals and circumstances.

In your first consultation, your financial advisor will discuss your financial goals, assess your current financial situation, and gather information to create a personalised financial plan.

It’s an opportunity to ask questions and establish a comfortable working relationship.

The cost of the financial planning process varies depending on the complexity of your financial situation and the level of service you require. 

We discuss all fees and associated costs with you up-front, so that you have all of the information needed to make informed decisions. 

Look for a financial advisor with relevant qualifications, experience, and a fiduciary duty to act in your best interests. Consider their approach to financial planning, communication style, and fee structure.

It’s important to choose an advisor you trust and feel comfortable working with.

Though all of our advisors are highly skilled professionals, we aim to match you with the best match for your unique situation and service requirements. 

We have been operating since 2017, with our founder being in the industry for over a decade.

We’ve also won numerous awards for our outstanding financial services, and are recognised for our achievements that place Direct Wealth at the top of the financial planning industry. 

Of course! All of our advisors are 100% certified and registered to provide financial adviser services in Australia. 

To verify, you’re welcome to view the Our Team page, then look up each advisor’s on the ASIC Financial Advisers Register.  

Yes, tax planning is an important aspect of financial planning. A financial advisor can help you implement strategies to minimise your tax liabilities, such as tax-efficient investments, retirement account contributions, and tax deductions.

Direct Wealth is also able to provide other accounting services.