it's your journey

We believe that true wealth extends beyond financial gains. It encompasses a balanced and fulfilling life where every aspect aligns harmoniously. 

Our team is dedicated to helping you achieve this ideal state of life and wealth balance, where you can experience financial security, personal well-being, and peace of mind.

Here's how the process works: 
  • Discover

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.

  • Understand

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.

  • Create

Now we create your personalised financial plan. We guide you through your tailored strategy and the steps necessary to put it into place.

  • Implement

We do the heavy lifting, organising, and setting up. Our goal is to make putting your plan into action as easy as possible.   

 

  • Maintain

This stage is all about making sure your finances continue to do what they need to, so you don’t have to worry. 

  • Enjoy

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! 

a you-centric approach

You come first in everything we do. 

Our service is tailored to your specific values and goals.

While many clients have similar objectives, our process, though similar for each client, always results in a personalized outcome for you.

Here’s how we focus on you throughout the process: 

Let's get started

The most important step is always the first; it all begins with a welcome call.

This quick and painless conversation is all about getting to know one another. We’ll cover where you’re at, where you want to be, and how we can help you get there. 

Of course, there’s no obligation or pressure to continue. It’s also completely free. Either way, we’re looking forward to meeting you!

Please fill out the form below to get started.

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