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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.
We’ll take the time to understand what matters most to you, then build a strategy that actually fits your life – not the other way around.
Our Townsville financial advisers have been recognised nationally for delivering straightforward, practical financial advice that helps locals make smarter choices about their wealth and future.
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.
We make financial planning straightforward and supportive — built around what matters most to you.
It’s proven, powerful, and personalised.
Brooke and Justin came to us wanting clarity and a shared direction for their finances. We aligned their goals, optimised their super and insurance arrangements, and helped them put a long-term plan in place.Â
They now feel confident, secure, and moving forward together.
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 Townsville financial advice gives you practical support and straightforward guidance — here’s what you can expect when you work with us.
We’ll work with you to set meaningful goals, create a plan that fits your lifestyle, and keep things on track as life evolves.
Simple, tailored strategies to help grow your wealth and make your super and investments work smarter for your future.
Protect what matters most with personal insurance advice based on your needs — not off-the-shelf products.
Plan for the retirement lifestyle you want with practical, step-by-step support to help you feel prepared and confident.
Our Townsville team of financial advisors are highly qualified, experienced professionals who are dedicated to helping you achieve your financial goals.
Our advisers are here to guide you with clear, practical advice that fits your life. We’ll help you get clarity on your goals and map out your next steps — at a pace that suits you.
Ready to take the next step? Let’s chat about what’s possible.
Whether you prefer to meet in person or chat over the phone, our Townsville office makes it easy to access financial advice that suits your needs.
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!“
Say hello with a friendly, no-pressure chat. We’ll cover your goals and explain what’s next.Â
Leave your details in the form, and we’ll reach out to lock in a time.
While we have an office in Townsville, we can also work with clients across North Queensland, including Cairns, Innisfail, and beyond via phone or video meetings. If you’re nearby, you’re always welcome to meet in person as well.
Your first appointment is a relaxed conversation where we get to know you, your situation and what you’d like to achieve. We’ll explain how our advice process works, any likely costs, and the areas where we can help. There’s no cost and no obligation to proceed.
The cost will depend on the type and level of advice you need. Before we do any work, we’ll explain our fees clearly so you know what to expect and can decide whether you’d like to go ahead.
Our advisers can assist with areas such as superannuation, investments, cashflow, personal insurance and retirement planning. We’ll discuss your goals first, then outline which services are relevant to you.
No. Many clients come to us when they’re just getting started or wanting to get more organised. Our focus is on helping you make the most of what you have now and building a plan for the future.
In many cases, yes. If standard office hours don’t work for you, let us know and we’ll do our best to find a time that suits your schedule.
You can book online through this page, give us a call on (07) 3556 9400, or use the start your journey page and we’ll get back to you to arrange a suitable time.
