4.9 Over 161 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 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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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. 

4.9 Over 161 Reviews
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Since working with Ben I have always been impressed with his professional manner and help with my finances into the future. He is always available no matter what my question and I have always found his advice beneficial. I have every faith in his management of my accounts.
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Erin has been a wonderful, caring and so helpful advisor working with her client and supporting family with the clients best interests always at the heart of her advice and focus. Erin’s professional skills and her personal manner enabled this new business relationship to commence expeditiously and confidently.
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My husband and I needed some structure and guidance for our retirement. We were fortunate to meet Nathan, who helped us to understand how and what was possible for our future. We threw lots of questions and concerns and he made us feel comfortable with the process of going forward. Highly recommend Nathan and the team at Direct Wealth. Thank you..
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Nathan has been a huge help setting up my financial future and building a retirement plan. Thanks Nathan!!
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Ben Marlow has the patience of Jobe.
I would be lost without his help. I have confidence that he has my best interests at heart. I feel lucky that I am in such good hands. It’s really important when you retire, as having someone to advise you on such matters as superannuation because it was too complicated for me.
Ben has been advising me for a few years now and I hope many more years to come. Thanks again Ben.
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Jacinta and Direct Wealth have been of great assistance to both myself and my partner on our financial journey. Jacinta has made everything easy and understandable, and has always been supportive and accessible, which were important attributes for us in looking for a financial planner. Look forward to working with Jacinta into the future and would recommend her to anyone seeking financial assistance and advice.
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We are very happy with Alaina’s service. This has given us a great reassurance heading towards retirement.
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Lyle is excellent, helping my wife and I on our financial journey. Lyle is extremely knowledgeable and presents his recommendations in a down to earth manner with considerations for our life and circumstances. I would recommend him to family and friends in the future.
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Enthusiastic, knowledgeable, Lyle couldn’t help us more. Definitely been a positive experience for us
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Alaina is handling my transition into retirement, has a vast knowledge of the financial environment, asks all the right questions will answer any of mine
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We’ve been clients of Levi for several years and greatly value the professional, thoughtful, and tailored advice we’ve received. Levi takes the time to understand our goals and has guided us with clarity and confidence. We highly recommend him to anyone looking for a trustworthy and knowledgeable financial advisor.
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Always find Alaina, Jacinta and all the staff so helpful. Their experience makes me feel confident in the advise they give.
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We had a wonderful experience with Jacinta – she was extremely patient and informative. Highly recommend.
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I have have had Lyle Filer as my financial advisor for some years now. We are now in the process of setting up a retirement fund and, as always, Lyle is well organised, proactive, extremely knowledgeable and very personable. I would not hesitate to recommend his services.
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Helping me navigate to road to retirement. Information appears relevant to my situation. Good communication , everything explained in a very pleasant manner. Thank you
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I’ve had a very positive experience with Alaina and the team at Direct Wealth. Their clear guidance—especially around superannuation and planning for retirement—has helped me feel more confident to make informed decisions. Professional, easy to deal with, and highly recommended.
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We work with Lyle Filer and have found him to be a very approachable, knowledgable guy. We really appreciate his great attitude, advice and helpfulness in our financial journey. He respects our opinions which makes us feel comfortable working with him. Thanks Lyle 🙂
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My finances were a real mess and I was spending all my superannuation so I came to Freedom Planning with very little idea about how to solve my financial problems. Alaina was amazing. I now feel really comfortable where I am financially and I’m actually starting to understand a little bit about the financial world.
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Alaina and the team are absolutely fantastic. I went into my first appointment knowing that I wanted a better financial plan for my future, but with no clear idea of what that needed to look like. Alaina was very thoughtful, thorough and genuinely interested in gaining a clear understanding of what was important for me. She gave me options that were simple, very achievable and provided the clarity for my financial future that I really needed. The entire team are really authentic and friendly. I highly recommend Alaina and the team. Top notch!!!
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Andrew has been instrumental in helping us plan our financial future. Without him we would not be where we are today in achieving our financial goals.
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Great experience with Nathan at Direct Wealth. Very responsive and transparent throughout the entire process. His advice has been thoughtful and strategic. Highly recommend
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I can now feel confident that my retirement is in excellent care of Direct Wealth Service thankyou for your care and honest advice sincerely Tracet Branz .
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My wife and I recently started working with Nathan from Direct Wealth to review our superannuation, personal insurance, and overall financial strategy. Nathan took the time to understand our goals in detail and explained each recommendation in clear, simple terms, and provided well-structured options that made it easy for us to make decisions. We appreciated his thoroughness, patience, and the fact that he considered both the short-term and long-term impacts of each change. If you’re looking for a financial adviser who will take the time to tailor a plan to your situation and walk you through it step-by-step, we highly recommend Nathan.
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I would thoroughly recommend Ben Marlow from Direct Wealth – he has been of great assistance with his advice and helping our family navigate the financial maze, so as to avoid any pitfalls, ensure all compliance is covered and that mum consistently gets good returns on her investments. He is very professional and knowledgeable, always ready to explain and ensure that he is providing her with the very best options to meet her financial goals.
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We have been very fortunate to have Andrew Pericleous as our financial advisor for about 15 years. Thanks to him, his insight and knowledge of all aspects of investments and financial planning, we are now enjoying a comfortable retirement.
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Lyle is a very professional financial advisor, who knows his field of expertise extraordinary well. He is always happy to help out and nothing is a problem. I would recommend Lyle and the team at Direct Wealth for anyone who wants a team that works for them and who are highly skilled and motivated to get you the best outcome possible.
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If anyone is looking for the right financial advice this where you should go. You are given very sound advice, explanations and clarification is exemplary. You, as the client can make fully informed decisions regarding your wealth portfolio, retirement plans etc. to set you up for success and on track to be where you wish to be and do what you wish to do. Cannot rate highly enough.
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Levi was knowledgeable and explained the future processes well. We are looking forward to working with him and Direct Wealth.
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Extremely professional and versatile people that are always happy to help and provide professional guidance.
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We have used Andrew is our financial planner for approximately 12 years and he has been a fantastic help to us. Thanks Andrew for being awesome!
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I have had dealings with Ben Marlow from Direct Wealth, and have found him to be extremely knowledgeable and easy to contact. My phone calls and messages are always responded to promptly, and I would be more than willing to recommend Ben and Direct Wealth to anyone needing their services.
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Sam is friendly and professional…I couldn’t ask for better guidance to the road to retirement. Thank you
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We have been dealing with Sam Dwight over the last 12 months and he is honestly a breath of fresh air. Very knowledgeable but also very relatable. Explains everything just how we needed him to so we could fully understand. Highly recommend!!
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We have been working with Andrew for a number of years. He has proven himself to be honest, and committed to delivering us positive outcomes. As we continue our journey we feel confident that we are well
advised.
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We were unsure about our retirement plan. Financially. Jacinta has outlined and supported us on our journey towards retirement. It has been amazing and so reassuring to have her working with us. I would highly recommend her services to anybody wishing to sort out a retirement plan. She’s absolutely fantastic.
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I have been dealing with AdviceHQ – Andrew Pericleous for many years and have always found them extremely professional and efficient and my super and insurances are very well looked after
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We’ve been working with Andrew for around five years now and couldn’t be happier. From the beginning, he’s been genuine, clear, and incredibly supportive of our financial goals. He takes the time to explain things in a way that makes sense, and we’ve always felt that he has our best interests at heart. It’s been reassuring to have someone so experienced and trustworthy guiding us and growing our wealth.
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Andrew has been of great assistance to us in growing our SMSF and setting up our retirement income stream. I highly recommend his knowledge and personal care.
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Direct Wealth made our refinancing process smooth and stress-free.
They supported us through every stage, offered clear communication, and provided advice that truly worked for our needs. A special shoutout to Stef and Victor for their dedication and follow-through right to the end — we couldn’t have done it without them!
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Andrew is the most highly regarded, passionate and knowledgeable
Financial Planner I have experienced. His attention to detail and his guidance is first class. I highly recommend anybody wanting their finances looked with trust and success to engage Andrew. You will enjoy the financial experience for years to come.
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Lyle is a great professional financial advisor. So easy to understand, goes through everything and would highly recommend Direct Wealth.
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We were introduced to Levi and the wonderful staff at Direct Wealth 10 years ago. We have found Levi and the team very professional, knowledgeable and always in the best interest of us. Their calm and common-sense approach to wealth growth is exceptional. We have always felt to be a part of the “family” and would highly recommend Levi and the team at Direct Wealth in Townsville. Your support, guidance is much appreciated.

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!

4.9 Over 161 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