5 Over 217 Reviews

Brisbane's #1 Superannuation Advice Services

Our experts will help you maximise your superannuation and secure your financial future.

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5-Star Super Advice

Welcome, and thanks for stopping by!

You’ve found your expert team of financial advisors, here to help you make the most of your superannuation. 

No matter your life stage, we’re here to help you get the best results from your superannuation. Read on to discover how we can support your financial future.

Award-Winning Service, Exceptional Results

We’re proud to say that we’ve been recognised for being amongst the very best in Australia. 

What Can Superannuation Advice Do for You?

Superannuation advice is key to securing your financial future.

It’s not just about saving for retirement; it’s about maximising your super to achieve the best outcomes. Our expert advisors help you make the most of your superannuation, ensuring your retirement savings are well-managed and aligned with your financial goals.

We’ll provide you with a personalised strategy designed to grow your super and secure your financial future—whether you’re just starting out, contributing regularly, or nearing retirement.

A elderly couple stands in front of a tree smiling, one wearing white and the other orange.

Make the Most of Your Superannuation

We can help you select the right fund, optimise your contributions, and create tailored investment strategies.

Our goal is to ensure your super grows efficiently, aligns with your retirement goals, and takes full advantage of tax benefits. Whether you’re managing your super for the first time or nearing retirement, we’re here to help you get the most out of your superannuation.

Three female friends drink tea and laugh at jokes on a cool but sunny afternoon.

Meet Erin, Your Superannuation Advice Expert

Learn how Erin and our team of expert advisors can guide you towards achieving your financial goals. From personalised strategies to ongoing support, we’re here to help you take control of your finances and build a secure future.

Ready to make the most of your superannuation? Let us guide you towards a more secure financial future.

Results You Can Trust

At Direct Wealth, our numbers tell the story of trust, experience, and happy clients. With years of dedicated service and countless success stories, we’ve built a reputation for delivering exceptional results.

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Happy & successful clients
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Funds under management
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Why Choose Us?

Our goal is to make your superannuation planning straightforward and effective, so you can look forward to a future that’s secure, comfortable, and aligned with your dreams.

Partnering with our experienced financial advisors not only simplifies managing your super but also gives you a significant advantage.

With direct access to our experts’ knowledge, insights, and support, you’ll be equipped to make informed decisions and achieve the best outcomes.

Your desires, goals, and dreams are unique to you. Our advisors take the time to understand your financial situation, retirement objectives, and comfort with risk, allowing us to tailor strategies that fit perfectly with your needs and aspirations.

Superannuation can be complex, but you don’t have to navigate it alone. Our advisors simplify the process, ensuring you can enjoy life today while planning securely for tomorrow. With our guidance, you’ll have the confidence and peace of mind knowing you’re on the right track.

See How We’ve Helped Brooke & Justin Secure Their Future

We helped Brooke and Justin find their financial path. Their journey shows how we can help you secure your financial future with confidence.

Want to make the most of your super? We can help.

Read Our Rave Reviews

These aren’t curated reviews; they’re 100% genuine, with no editing. 

5 Over 217 Reviews
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My partner and I had a fantastic experience with Direct Wealth as first-home buyers. Victor Larder, our mortgage broker, made the process smooth and stress-free by staying on top of everything and keeping us informed at every step. His professionalism and attention to detail gave us confidence and peace of mind.

We were also impressed by Stef Wagner, the loan officer assisting Victor, who was efficient, responsive, and always ready to help. Thanks to their expertise and dedication, we secured the perfect loan for our first home. I highly recommend Direct Wealth to anyone looking for a reliable and supportive team!
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Lyle was incredibly approachable & provided me with amazing advice, support, guidance & knowledge. I had anxiety around access support around my finances, but Lyle made me feel at ease & as though nothing was too much trouble to ask. Highly recommend! 😊
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Thanks to Victor and Stef for their dedication and professionalism, I highly recommend their services to anyone seeking a trustworthy and experienced mortgage broker.”
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Thanks to Victor and Stef for their dedication and professionalism, I highly recommend their services to anyone seeking a trustworthy and experienced mortgage broker.”
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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.
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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.
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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.
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Great friendly service and financial support from Erin at Direct Wealth for my transition into retirement.
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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 🙂
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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.
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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.
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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.
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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.
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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.
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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.
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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!
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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.
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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.
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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.
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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!
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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!
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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.
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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.
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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!
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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!
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Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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Excellent service since the takeover from Peter Jordan, all quire’s handled with professional care and help towards my Superannuation fund.
Cheers Gary Smith.
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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.
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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.
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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!
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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.
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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 😊
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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.
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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.
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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.

Secure Your Financial Future with Expert Superannuation Planning

Our team is dedicated to crafting personalised superannuation strategies that go beyond expectations. We’ll help you navigate the complexities of super, ensuring your superannuation works to grow your wealth and secure your financial future.

Our goal is to make sure your super is managed effectively, so you can feel confident that your future is financially secure and comfortable, providing you with true peace of mind.

Are you ready to take control of your superannuation and achieve your financial goals? Contact us today to get started!

Terry L.

“Many thanks to the team at Direct Wealth for keeping us on track with regards to our financial goals.

They have been managing our financial affairs for many years now and we would not be in the great position that we are in, going into retirement, without their ongoing expert advice and successful strategies to maximise wealth.

Highly recommended!

5 Over 217 Reviews

Let’s Start with a Quick Welcome Chat

This first step comes with no cost or obligation — a quick, no-pressure chat designed to get to know you and your financial needs. This 10-minute conversation is all about helping you feel confident that we’re the right fit.

We’ll answer your questions, share how we can help, and guide you towards the next steps to achieve your goals. Think of it as a friendly introduction to see if we’re aligned.

To get started: Call us directly or fill out the form below, and we’ll be in touch ASAP.

We’re available during these hours:
Monday – Thursday 8AM-5PM
Friday 8AM-12PM

Frequently Asked Questions

We’ll work with you to assess your current super fund’s performance and recommend strategies that align with your financial goals, ensuring your super is growing steadily for your future.

Superannuation contributions can offer tax advantages, such as reduced income tax or tax-deductible contributions. We’ll help you make the most of the tax benefits available to you.

Yes, we can help you consolidate your super into one account, reducing fees and making it easier to manage. We can also assist in tracking down any lost or forgotten super accounts, ensuring your retirement savings are all in one place.

By contributing regularly and strategically, you can significantly improve your super balance. We’ll help you create a personalised plan to optimise your contributions, so you can achieve your retirement goals.

Once you retire, you can access your super through various options, such as lump sums or pension payments. We’ll guide you through the best approach to ensure your super supports your retirement lifestyle.

We take the guesswork out of financial planning, providing personalised strategies to help you build wealth and achieve long-term financial security.

Locations

Brisbane

209D Given Terrace, Paddington Qld 4064

Cairns

Suite 4/345 Sheridan St, Cairns North QLD 4870

Innisfail

Level 2 Centrepoint Arcade, 8 Rankin St, Innisfail QLD 4860

Ipswich

150 Brisbane St, Ipswich QLD 4305

Redcliffe

10/77 Redcliffe Parade, Redcliffe QLD 4020

Sunshine Coast

1/5 Plaza Parade, Maroochydore Qld 4558

Townsville

321 Sturt St, Townsville City QLD 4810

Our Services

At Direct Wealth, we provide a wide range of premium financial services designed to support you at every stage of life. 

Whether you’re planning for the future, growing your wealth, preparing for retirement, or simply seeking expert guidance on your financial journey, our dedicated team is here to assist you every step of the way. 

Reach out to us today for a friendly chat about how we can help you manage and improve your financial situation.

Copyright © 2025 Direct Wealth Group Pty Ltd, All Rights Reserved. Direct Wealth is a fully owned and operated company of Direct Wealth Pty Ltd. Terms and Conditions. Privacy Policy. Read Our Financial Services Guide and Adviser Profiles. Direct Wealth Pty Ltd (No. 1253660) and Statewide Wealth Pty Ltd (No. 464801) are Corporate Authorised Representatives of Alliance Wealth Pty Ltd AFSL 449221, www.centrepointalliance.com.au/fsg/aw