We aim to provide you with an exceptional experience and truly life-changing results. Here’s a quick overview of how we’ll create and implement your new financial plan.
Get to know us with a quick, obligation-free phone call. You can ask us some questions and see how Direct Wealth will work for you.
Our initial meeting gives us both the opportunity to get into the detail: where you’re at, where you want to get to, and how we will get there together.
Now we create your personalised financial plan. We guide you through your tailored strategy and the steps necessary to put it into place.
We do the heavy lifting, organising, and setting up. Our goal is to make putting your plan into action as easy as possible.
This stage is all about making sure your finances continue to do what they need to, so you don’t have to worry.
This is where all your hard work pays off. Now you get to enjoy the life you’ve worked hard for. Congratulations! You deserve it.
You come first in everything we do.
Our service is tailored to your specific values and goals. Here’s how we focus on you throughout the process:
Mark L.
Satisfied Client
“Thanks to 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.”
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 get a feel for whether we’re right 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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We offer a range of financial planning and advisory services tailored to help you achieve your financial goals. From retirement planning to investment advice, we’ve got you covered.
It’s simple! Fill out the form above, and one of our friendly team members will reach out to discuss your needs and set up an initial consultation.
The first step is a quick welcome call where we run through where you’re at and where you want to be. If we believe we can help you, we’ll then connect you with one of our financial advisors.
During your first meeting with your new advisor, you’ll discuss your current financial situation, future aspirations, and how we can best assist you in achieving them.
No need to stress! Just bring along any relevant financial documents and a good idea of your financial goals. We’ll handle the rest.
Your initial consultation is at our cost. After we understand your needs, we’ll provide a clear outline of our fees and services.
The timeline can vary depending on your unique needs, but typically, we can develop a comprehensive plan within a few weeks after our initial meetings.
Absolutely! We offer virtual consultations and can work with clients from anywhere. We also have 5 offices throughout Queensland, with more coming soon!
We take a holistic approach to wealth management, focusing not just on financial gains but on achieving a balanced and fulfilling life. Our team is dedicated to providing personalised advice that aligns with your life goals.
You’re also able to access all of our complementary financial services, which are all top-shelf options.
We recommend regular check-ins to ensure your plan stays on track, but the frequency of meetings can be tailored to your needs and preferences.
