Direct Wealth is a reputable financial advisory firm with over 100 5-star reviews and a solid track record of 8 years providing excellent service. Led by founder Simon Coombes, the business boasts a team of experienced financial advisors dedicated to offering trusted guidance, genuine care, and ongoing support to clients. Direct Wealth’s mission is to help individuals establish, protect, and grow their wealth, ensuring a balanced approach that encompasses both financial prosperity and a fulfilling life.
Direct Wealth’s range of services is designed to harmonize life and financial well-being, offering personalized financial strategies that exceed client expectations. With locations in Paddington, Maroochydore, Redcliffe, Cairns, and Innisfail, the firm has expanded its operations to cater to a growing client base. The team at Direct Wealth is committed to delivering exceptional quality service, providing clients with a seamless and innovative experience that prioritizes individual values and goals.
At Direct Wealth, the focus goes beyond monetary gains to encompass a holistic approach to wealth management. The firm believes in empowering clients to achieve their financial goals, enabling them to live the life they desire both now and in the future. With a dedication to personalized service and a commitment to exceeding client expectations, Direct Wealth continues to evolve and enhance its services to meet the ever-changing needs of its valued clientele.