100+ 5-Star Reviews & 8 years of excellence. Choose our team of experienced financial advisors to get trusted guidance, genuine care & ongoing support.
We will help you establish, protect & grow your wealth.
And thanks for stopping by. You’ve found your new team of financial advisors, and we’re here to give you valuable financial advice.
Our solutions for life and wealth are designed to help you live well, both now and in the future.
Read on to learn a little bit about us, what we can do for you, and how we can help you get to where you want to be.
We believe that true wealth goes beyond monetary gains; it encompasses a balanced life. Our goal is to provide you with the confidence and peace of mind you need to navigate the ever-changing landscape of life.
Finding the sweet spot between life and wealth can be a game-changer, melting away financial stress and bringing peace.
A balanced financial plan allows you to focus on what truly counts – family, personal growth, and well-being.
This balance isn’t just about numbers; it’s the key to chasing your dreams and savouring life’s richness.
Adopting a balanced approach to live for today while planning for tomorrow brings financial peace of mind.
With a secure future in the works, you can enjoy today’s life while feeling prepared for what’s ahead.
Life’s turning points provide an opportunity to reassess. These moments of clarity remind us of what’s truly important.
With our support, you can easily and confidently adapt your plan to accommodate new goals, challenges, and opportunities that arise along the way.
Our fine selection of financial advisor services are designed to harmonise your life and financial well-being.
Don’t get caught without complete protection for your wealth and financial well-being.
The right decisions can minimise the cost of debt, giving you more financial freedom with significant savings.
Enjoy complete peace of mind, knowing that your wishes are fulfilled and your loved ones are protected.
A tailored budget helps you stay on track while giving you the freedom to enjoy life.
We simplify the challenging process and ongoing obligations of managing your SMSF.
Our team is dedicated to helping you achieve your ideal balance between life and wealth.
Get to know us and ask some questions with a quick, obligation-free phone call.
We get into the detail: where you’re at, where you want to be, and how we can help you get there.
Your new financial plan provides a personalised roadmap to your financial goals.
We do all of the heavy lifting, to make putting your plan into action as easy as possible.
With the right plan, your finances should continue to do what they need to, so you don’t have to worry.
You get to enjoy the life you’ve worked hard for.
Congratulations! You deserve it!
You come first in everything we do.
While many of our clients have similar objectives, our process is completely tailored to you, so you receive a personalised outcome.
Here’s how we focus on you throughout the process:
Picture this: a future tailored just for you, where each day is a step closer to the life you’ve always dreamt of.
It’s a future shaped by your hard work, your aspirations, and the joy of life’s next chapter. A life where financial security and peace of mind are not just goals, but your reality.
With a personal touch and a deep understanding of your unique story, we’ll navigate the path to a future that’s not only secure, but also rich with meaning.
Your aspirations, your plans, your dreams – they’re all within reach.
With the right financial planning, your golden years can be the best years.
YOUR
DREAM LIFE
IS WAITING
“I have been a client of Direct Wealth for many years now, including a number of years when I lived overseas.
They offer prompt, thorough and up to date services with a level of communication that reflects your financial position and journey.
Any products or services (eg income protection insurance, accounting) they have referred me to have also been as professional and high quality as Direct Wealth’s services.
I often recommend Direct Wealth to my family and friends.”
Satisfied Client
The first step is an easy welcome call. This quick and painless chat is all about getting to know one another. You can ask questions and get a feel for whether we’re right for you.
To get started, simply fill out the form and we’ll be in touch ASAP.
We’re looking forward to meeting you!
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Rarely does someone come to us wanting to build wealth to never touch it! Our clients usually have financial goals that are connected to life goals – our main purpose is to figure out what kind of life you want to live and work with you to make this a reality.
You have the opportunity to discuss what you want to achieve with your life, then understand how our process works and how we think we can help for you to decide if Direct Wealth is right for you.
After that, it’s making sure everything stays on track and your finances continue to work hard for you throughout the years. It’s continuing to provide you with ongoing confidence and peace of mind you are on track, or are taking the right steps when things don’t quite go as planned.
Our clients tell us feeling comfortable about retirement is mainly about knowing ‘can I retire when I want and have enough for long enough?!’
‘Enough’ is different for everyone and change as your situation changes over time.We can also impact ‘Enough’ by proactively suggesting strategies to not only maximise the years leading into your retirement, but the decades prior to this so you aren’t left wanting with no time to act.
We complete and provide you with detailed financial projections, giving insight into what kind of life you can expect to live, making sure there is enough to last and you don’t fall short, or what options are available to you if there is a gap.
All of this is provided in a way to balance the life you want to live tomorrow without sacrificing the life you want today.
Typically, financial planners love to show portfolio reports and take inventory of your current assets & liabilities with little discussion as to how this actually impacts your life for better or worse.
Our focus is on providing regular progress updates to you celebrate your successes, make course corrections if things have changed or aren’t important to you now and proactively review your financial products and strategies.
All of this is to provide you a sense of working towards an outcome rather than just talking about it while recognising just how far you’ve come along the way.
That’s easy; click below and one of our team members will be in contact to being your journey. This is obligation-free and you can ask us some questions to see how Direct Wealth can help you.