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Our Blog

Welcome to the Direct Wealth Blog – your trusted resource for expert insights on financial planning, wealth creation, retirement strategies, and much more. Whether you’re planning for your future, managing investments, or wanting to learn more about how professional advice can make a difference, we’ve got you covered. Explore our articles and empower yourself to make informed financial decisions.

Understanding Discretionary Trusts: What You Need to Know

What exactly is a discretionary trust, and how does it work? Whether you’re considering setting one up for the first time or just want to understand its advantages, it’s important to know how these trusts operate and the potential tax benefits they offer.

What Is a Family Trust, and Is It Right for You?

If you’re thinking about setting up a family trust, you’re probably looking for a way to protect your family’s assets and ensure they’re passed down smoothly to the next generation. It’s a big decision, and getting it right can make all the difference to your financial future.

Reverse Mortgages in Australia: What You Need to Know

Reverse mortgages can be a financial lifeline for seniors who want to access the equity in their homes without needing to sell or make regular repayments. It’s a popular option for retirees looking to increase their cash flow in retirement while continuing to live in their home.

A woman wearing overalls tends to her vegetable garden.

Planning for Retirement: Health, Happiness and Financial Security​

Planning for retirement is exciting but challenging. A new report highlights physical health and financial security as key to retiree happiness. Learn how to navigate rising living costs and financial uncertainties, and why working with a qualified financial advisor is the key to a secure retirement.