Discover the experiences and feedback of our satisfied customers who have achieved financial success and peace of mind with Direct Wealth.
I’ve had nothing but a positive experience with Ben Marlow at Direct Wealth. He’s tailored a plan for my needs, that works! Ben’s approachable and knowledgeable and I feel like I’m in trusted hands. Couldn’t recommended more highly.
Many thanks to Ben Marlow and 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!
I was recommended to Direct Wealth in 2022 and began working with Sam Dwight as my financial advisor. Over the last 6 months or so, Sam has helped me begin the process of planning and executing a roadmap to future financial security. Throughout this process, Sam and his team has been communicative and informative. He understood my current financial and personal circumstances and worked hard to ensure we had a robust plan. With his help, I believe my future financial wellbeing is in good hands and I look forward to working together with Sam and Direct Wealth for many years to come.
Thanks to Ben Marlow and 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.
Kirsty has been an incredible asset for us giving great financial advice, she has a wealth of knowledge and guided us in what we think is in the correct direction moving forward in our retirement years. We would highly recommend Direct Wealth and on the Sunshine Coast look up Kirsty Wallace you will not be disappointed.
Dealing with Kirsty Wallace as our Financial Adviser is a genuine pleasure, not only is she easy and pleasant to talk to, she took the time to explain thing to us in plain and simple terms, that we could understand.
Kirsty also explained the needs and as to why we had to sign certain forms for her.
I feel a lot happier with my future financial wellbeing after talking with Kirsty.
if anyone s looking for financial advice I highly recommend Direct Wealth and Kirsty Wallace.
I have just moved to Australia and had the pleasure of meeting Simon and the Direct Wealth Team. Their service is great, staff are friendly, open, honest and really professional. The knowledge that the team bring to the table is outstanding. Overall the company is fantastic and exceeded my expectations.
Kirsty and 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. I couldn’t recommend highly enough.
Ben came to us as a very well researched recommendation from our retiring financial advisor. We have found him to be open, honest and direct in his approach. Ben has imparted his advice and implemented his new financial strategy in a professional, efficient and timely manner. We look forward to a long association with Ben in the future.
Trevor and Cathy Campbell
Sam has been absolutely wonderful to deal with. He has been unbelievably patient with me throughout our dealings and is extremely sensitive to what you want and need to do to be able to live comfortably in the future. I would recommend him to anyone and everyone.
I recently had the pleasure of meeting Erin & highly recommend her. She listened and understood my requirements for my future planning and has made the necessary steps to ensure my finances are being utilised more efficiently and to great benefit for myself.
I feel much happier and confident in my future with her advice and that of the team at Direct Wealth.
Highly recommended. Excellent service and very knowledgeable when it comes to finance and investment. I feel my investments are in safe hands.
Having joined with Direct Wealth for our financial advice we couldn’t be happier with the service and advice we have received. Kirsty has been fantastic in explaining our options clearly and in simple terms as the amount of documentation can be overwhelming. It made it easier for us to understand and make informed decisions.
We look forward to along relationship with Kirsty guiding us and helping us look after our financial security.
Craig and Isabel Grant
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