Welcome, and thanks for stopping by!
You’ve found your new team of trusted Townsville financial advisors, dedicated to providing tailored solutions to your financial needs.
Our range of financial services in Townsville are designed to ensure your financial health and security, both now and in the future. Whether you’re planning for retirement, managing investments, or seeking advice to grow your wealth, we’re here to guide you every step of the way.
Keep reading to learn more about how we can help you achieve your goals and why we’re the most trusted name in Townsville.
We’re proud to say that we’ve been recognised for being amongst the very best in Australia.
We’re here to make managing your finances easy. Our financial advisors provide the expert support you need to handle your financial future with confidence and clarity.
Our Townsville financial advisors are here to simplify the often-overwhelming financial landscape. By tailoring advice to your unique situation, they’ll help you navigate everything from growing your wealth to managing life’s unexpected twists with confidence.
Our experienced advisors offer tailored solutions to help you navigate every aspect of your financial journey.
From the simple to the complex, our experts provide personalised advice for all your financial needs.
Let us help you cut through the noise of the financial world. With clear, actionable advice, we’ll guide you toward a future where your wealth grows, and you feel secure.
Helping you get to where you want to be is what we do best. In this video, senior financial advisor, Erin, shares how we help our clients succeed.
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.
Our goal is to make managing your finances straightforward and effective, so you can look forward to a future that’s secure, comfortable, and aligned with your dreams.
Your trusted Townsville financial advisors are here to help you find the clearest path to success.
Instead of navigating the complexities of financial planning on your own, our team provides direct access to expert guidance, tools, and support, ensuring your financial goals are achievable and stress-free.
Whatever the challenge, we’re here to help you create a robust financial future.
Every financial journey is unique, and our tailored advice reflects that.
We take the time to understand your specific needs and goals, designing personalised financial plans that align with your lifestyle, aspirations, and future.
Whether you’re planning for early retirement, securing investments, or managing your wealth, our Townsville financial planners deliver expert solutions just for you.
Managing your finances doesn’t have to feel overwhelming.
Our advisors work to make your decisions easier, helping you stay confident about your financial future.
With our guidance, you can focus on living your life while knowing your finances are secure and working for you.
Direct Wealth’s office is conveniently located in the heart of beautiful Townsville, just a short distance from the CBD.
We welcome all visitors, but booking an appointment is required to ensure one of our expert advisors is available to assist you.
321 Sturt Street, Townsville QLD 4810
Our Townsville team of financial advisors are highly qualified, experienced professionals who are dedicated to helping you achieve your financial goals.
Simon started Direct Wealth in May of 2017 as a sole operator. Working from a small office in Auchenflower, the business has since grown significantly under his influence.
Simon is a dedicated financial advisor, who is passionate about helping you achieve your financial goals. Simon believes in a customer-focused approach and works closely with his clients to provide up-to-date advice tailored to their specific needs and future aspirations.
When it comes to making important decisions, both professionally and personally, Simon understands the importance of gathering and analysing all relevant information. He knows that for those without experience in managing wealth, it can be overwhelming to deal with complex and unfamiliar financial information. That’s why Simon specializes in delivering high-level and intricate advice in a comprehensive, yet easy-to-understand manner. This ensures that you have a clear understanding of the financial planning process and empowers you to confidently pursue financial freedom and comfort.
Simon’s expertise is backed by an impressive educational background. He has completed extensive studies in the financial planning industry, including his diploma of financial planning (DFP), advanced diploma of financial planning (ADFP), graduate diploma of financial planning (Grad Dip FP), and master’s degree of Financial Planning (Masters FP). This unique combination of qualifications places Simon in a select group of professionals with postgraduate degrees, allowing him to offer a comprehensive range of advice.
Simon recognizes the value of education in the financial advice industry and welcomes any new requirements set for advisors. With Simon by your side as an authorized representative (License Number: 459078), you can feel confident that you are receiving expert guidance on your financial journey. Together, we can work towards building a secure and prosperous future.
Authorised Representative Number: 459078
Joel has spent his time in the finance industry across many roles, which has built his overall approach to how he likes to work with his clients to create the best possible experience to help them achieve their goals.
Joel is passionate about learning about his clients and helping guide them in the right direction to improving their overall financial position – whether that be owning their home sooner, retiring comfortably, growing their wealth or simply giving them peace of mind knowing their financial affairs are well looked after.
Joel’s experience ranges from your everyday ‘mum and dad’ investors, through to high-net-worth business clients. Recognising that each client is different and have their own specific goals they want to achieve, Joel enjoys tailoring his advice and working with clients over the long term to ensure these goals become reality.
Away from the office Joel and his wife have 3 beautiful children and enjoy holidaying and spending time with family and friends. Joel is a sporting tragic having played and coached senior level football and enjoys most sporting codes.
Authorised Representative Number: 1260332
With over 17 years of experience in the financial services industry, Levi is a seasoned financial advisor dedicated to helping individuals achieve their financial goals.
Specializing in comprehensive wealth management, retirement planning, and investment strategy, Levi has built a reputation for providing tailored financial solutions that align with clients’ unique objectives and risk profiles.
Known for a holistic approach to financial management, he empowers clients to make informed decisions, creating sustainable financial plans that evolve with life changes and market conditions. Passionate about fostering long-term relationships, he is dedicated to providing insightful advice and helping clients navigate the complexities of personal finance with confidence.
Levi holds relevant qualifications, including Diploma of Financial Planning (DFP), Advanced Diploma of Financial Planning (ADFP), Graduate Diploma of Financial Planning (GradDipFP), SMSF Specialist course, Certified Retirement Planning Counselor (CRPC®) and is a qualified Justice of the Peace (JP Qual).
Outside of the office, Levi his wife and 2 children, are usually busy running around to sporting events or spending time with friends and family. Levi is a keen Mountain Biker and Cowboys Fan and spends his spare time on the trails or watching the footy.
Erin has a wealth of experience in Financial Advice having worked in the Financial Services industry for over twelve years.
It brings Erin much joy to spend her days working with her clients to help them build meaningful strategies that achieve their lifestyle and financial goals, with a true belief that wealth is far more than just money.
Financial Freedom means different things to different people, and Erin is right in there getting her sneakers dirty on the daily and gets a huge kick out of working with her clients to create this.
Amidst the craziness of Erin’s busy days, she’s mum to toddler Florence. The challenge of motherhood has been by far her biggest and best challenge and has taught her some of her greatest lessons to date.
Erin holds an Advance Diploma of Financial Services, as well as a FChFP designation. She is currently working on completing her Master’s in Financial Planning.
Authorised Rep 468058
Our clients’ stories speak to the trust and confidence they’ve placed in us — and the meaningful outcomes we’ve helped them achieve.
Justin (00:00):
We actually heard about Direct Wealth through a good friend of ours. We were speaking to her up on our pool area at home, and she mentioned Erin and all the great work that Erin was able to do for her. That sparked our interest and we reached out.
Brooke (00:15):
I guess it was a little bit daunting really, when you think about, you’re talking about your finances with someone that you’ve never met before and in particular as a couple. You are also speaking quite openly around your individual circumstances, but also together as a couple.
Justin (00:30):
Erin’s experience really shone through in that first meeting. She was able to explain a lot of things to us. We don’t necessarily come from a finance background, so that explanation was sort of important for us in terms of what the process was going to be and the sort of steps that we would take post that first meeting. Prior to meeting Aaron and running through what we needed to run through, we had our own financial goals. This actually put all of our financial goals on the same page and we co-authored a financial plan together. I think the main thing that we’ve seen is the optimization of our insurances. That’s ultimately resulted in a reduction in our outgoing expenses when it relates to insurance, our superannuation funds in terms of the changes we’ve made in that particular space, and really having a growth view on what that portfolio was as opposed to a standard retail fund. Aaron and the team have been able to really tweak and optimise the returns on that.
Brooke (01:28):
It was just some really clear things to make us feel like we had this roadmap for our future and we feel confident and we just feel secure, which is really great
Justin (01:39):
And I’ve seen the best performance in my super fund effectively since its inception, so we’re extremely happy with the returns and the reductions that Erin and the team were able to make.
Brooke (01:52):
Just recently, actually, probably less than 12 months ago, we were lucky enough to purchase a beachfront apartment. That was one of our, I guess, long-term goals that kind of crept up a little bit quicker than we had hoped, but
Justin (02:08):
It really did.
Brooke (02:09):
But we’re really excited that we were able to secure that property and not only have Erin’s support and guidance through that, just managing our finances, but also just the connections that she has in the industry because we were then able to utilise her network to be able to then liaise with them to assist us with getting a loan and everything from kind of purchasing that property to receiving the keys on settlement. So that was a really great highlight for us. Yeah, the thing we value most is absolutely just that relationship. I mean, that is number one for us. We want to feel comfortable with the person that we’re working with.
Justin (02:51):
For me, I think it’s about the constant review process and that constant feedback loop regularly catching up with Erin and being able to update her on changes our life, and Erin being able to update us in terms of changes, in terms of, I guess potentially the approach changes in her team, additional advice that she can bring to our plan every year ongoing is definitely key for us. I
Brooke (03:16):
Would say absolutely. Don’t be hesitant. I think that it’s really important to seek that financial advice and support from someone that is knowledgeable and can provide you with all the information that you need. I think we are not taught this at school and as an adult it’s important to make an appointment and I’d say, yeah, definitely pop in and see the team at Direct Wealth because they’re going to provide you with a whole range of information and lots of things to consider. So definitely don’t be hesitant.
Justin (03:49):
There are a lot of aspects from my perspective that come into play when you’re talking about your personal finances and there’s a lot of things you may not even know about. So not going to see a financial advisor’s not going to open up any of that knowledge to you, and when you look at it by yourself, it can be daunting. Someone to actually coach you through and step you through it in a really easy to understand why I think is critical to your financial success.
Ross (00:00):
My name is Ross. This is my wife Denise. We’re both retired. We enjoy caravan and looking after our grandkids. We previously, we go along to our financial advisor for a half yearly or yearly checkup, and they did a lot of talking, did things on whiteboards, and really when we walked out we were still scrambling. None the wiser. Yeah, none the wiser. Whereas we went along to Simon and the very first day he sat opposite us and explained things in very easy to understand terms. Turned a pad around, showed us, and then said, do you understand this? Is this what you’re looking for?
Denise (00:45):
They’re very approachable. Even if you ask a very basic question, they’ll explain it to you in terms that we can understand, which is very
Ross (00:55):
Good, as they say, no question is silly. If we ask a question, there’s obviously a reason. So they are more than happy to break it down, talk to us about it, put it in a different format so that we understand, and it just makes life so much easier.
Denise (01:12):
So after meeting and dealing with direct wealth, we were able to purchase a caravan, which has been Ross’s dream for many, many years. And on our retirement we’ve seen quite a few places. We’ve been to West Australia, we’ve been to South Australia and Victoria, and had wonderful, wonderful trips, which are very enjoyable.
Ross (01:36):
We don’t have to worry about funds from our superannuation. We had enough there. When we go in these places, we’re able to just enjoy and take in what we’re seeing and not worry in the back of our mind that we shouldn’t be here. We can’t afford this.
Denise (01:53):
Have we got enough money
Ross (01:54):
With that apparently? Yeah. So it’s just been a life-changing experience that direct wealth have been able to set up for us. We understand totally where we’re going and how we’re going to get there.
Denise (02:06):
Anyone who is hesitant to talk to a financial advisor, I would recommend that just go and do it. There are so many different variants of what you can do with your money and your wages before you retire. It keeps changing all the time. And direct wealth, keep up to date with everything. It’s been very grateful. So please go and see a financial advisor.
Ross (02:33):
Yeah, these guys, that’s their job. They’re dealing with it day in, day out. They keep an eye on the markets. I don’t even know where or how to look at the markets, whereas that’s what they do and they’re on top of it. So go along, talk to them. They can tell you what’s happening in plain, simple to understand language and you’re in front. So definitely go and ask the question.
Hi, my name’s Sarah. I have a business, 64 Property, in New Farm, and I’ve been working with Direct Wealth for about three to four years now. I was wanting to seek out a financial advisor for many reasons, but our family was growing quite rapidly, and for that reason, we had lots of different financial issues that we needed to work through. Also, with my business, with tax help, superannuation, and insurances, I was really seeking some great advice around that, and that’s why I came to Direct Wealth.
My initial meeting with Erin was fantastic. I mean, I came in very blinded. I didn’t know a lot about finances, superannuation, or any of that in general. She made me feel comfortable, understood, and I could ask any questions without feeling silly. I walked out of the meeting feeling like I had a whole heap of new knowledge and that I was being really taken care of.
If you are not working with an advisor, it’s a must. I just think it gives you clarity; it gives you direction. It’s an industry that I don’t specialise in, and that’s why I go to someone else, and it’s a no-brainer. They will help you get from A to B to C, and they’ll help you do that for the rest of your life. It’s not just a quick fix, and there you go.
So if you’re not working with someone, I would highly recommend it. It has changed my life at the moment, and I know it will for years to come. If I could go back before I started working with Direct Wealth, and particularly with Erin, I would say to myself to start sooner. It might sound cliché, but I’ve gotten myself into sticky situations. I didn’t know anything about the finances or the super or the insurance or whatever the topic is—I just didn’t know.
So if I could go back, I would’ve started sooner. I would’ve reached out sooner, started the work sooner, and I know I could have avoided some tricky situations that I found myself in. That would be the only advice: start sooner and start as soon as you think about it.
Hi, I’m Kate. I’ve been retired for about a year. Working with an advisor at Direct Wealth has given us peace of mind and confidence about our investments, and we feel that our future is in good hands.
Our initial meeting was very good. We felt very comfortable with the advisor, and we talked about lots and lots of things—what we wanted to do with our life, their life, and all sorts of things. It was good fun, and then we got down to the nitty-gritty. We found that the information, experience, and backup that they have made us feel very comfortable and confident with the plan that Direct Wealth has put in place for us.
We are able to fulfil our goals of doing lots of travel but also know that our long-term future is secure. It’s great that every six months we have a meeting with our advisor to track how we are going, what things are happening in the market, and if we need to tweak something.
Our financial position has improved since we began working with the advisor because we can, daily if we want, look at the value of our portfolio, and it has certainly increased since we first started. You can track it, which is wonderful for us, so we can see where we are.
We have already recommended Direct Wealth to friends and family. One of the reasons is that it is such a smooth transition. It is very professionally handled, everything is explained and very transparent, and you have a clear path of where you are going.
We’ve just found that working with Direct Wealth has been a really positive and comfortable experience. It’s given us a clear path of where we’re at, what we can do with what we’ve got, and we can ask for more information at any time if we need it. They’re always there if you have to ask a question. If there is an issue that comes up, say with your accountant about a tax issue, you can just call them. They deal with it, and that has been great as well, and it’s dealt with promptly, so you can just move on and plan your next holiday.
These reviews are carefully collated from all of our office locations and reflect the real experiences of our valued clients. You can also find reviews for our Townville office on our local Google listing: Direct Wealth – Financial Advisor Townsville.
Our team is dedicated to crafting personalised financial strategies that not only meet but exceed our client’s expectations.
Whether it’s positioning your finances, growing your wealth, or planning for the future, we’re here to support you at every step.
Our goal is to make sure your today and tomorrow are financially safe, secure, and comfortable, so you can enjoy true peace of mind.
Are you ready to improve your financial wellbeing and achieve your 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!“
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Working with a financial advisor offers numerous benefits, especially in Townsville’s unique demographic. Whether you’re planning for retirement, managing superannuation, or investing, a financial advisor can:
Yes! Our Townsville financial planners specialise in retirement planning, ensuring your superannuation and investments are structured to provide you with a comfortable and secure future. Whether you’re preparing to retire or already retired, we can guide you every step of the way.
Absolutely. Even in retirement, financial advisors can help you maximise your superannuation, manage your investments, and ensure your income lasts throughout your retirement. They can also provide strategies for aged care planning and estate management.
Yes, our Townsville financial advisors can help you consolidate your superannuation accounts to reduce fees and simplify your finances. Consolidating your super can also make it easier to track your progress toward your retirement goals.
When looking for the best financial advisor in Townsville, consider their experience, qualifications, and reviews. At Direct Wealth, our advisors have extensive experience and are dedicated to delivering personalised service. With glowing client testimonials, you’ll know you’re in safe hands.
Accessing super early is only allowed under strict circumstances, such as severe financial hardship or a first-home buyer scheme. If you’re considering using super to invest, our financial planners can explain your options and help you make informed decisions.
The terms are often used interchangeably. Both financial planners and advisors provide guidance on managing your money. At Direct Wealth, our team offers comprehensive advice on superannuation, retirement planning, and wealth management.
Yes, our advisors can help you manage your superannuation and invest wisely. Whether you’re looking to grow your super balance or plan withdrawals during retirement, we can provide strategies tailored to your needs.
Costs vary depending on the services you need. At Direct Wealth, we offer a transparent fee structure and ensure you understand the value of the advice you’re receiving. We can discuss your specific needs during an initial consultation.
Managing aged care finances can be complex, and a financial planner can help you navigate government subsidies, superannuation withdrawals, and estate planning. Our Townsville advisors can create a personalised plan to support you or your loved ones during this transition.