WealthPath Financial Services, now operating under the Direct Wealth brand, is a leading financial advisory firm with a strong presence across multiple locations in Australia, including Paddington, Maroochydore, Redcliffe, Cairns, and Innisfail. Founded by Simon Coombes in 2017, Direct Wealth has rapidly grown to offer a comprehensive range of financial solutions to empower clients in achieving their financial goals. The firm’s commitment to personalized care and expertise ensures that each client receives tailored services to navigate towards a prosperous future.
Direct Wealth prides itself on delivering exceptional quality service and a personalized experience to its clients. With a dedicated team of 28 professionals, the firm combines a wealth of experience and a diverse skill set to cater to the evolving needs of its clientele. By prioritizing personalized service and understanding each client’s unique values and goals, Direct Wealth aims to be the center of their financial lives, providing comfort and guidance during uncertain times.
As part of the Direct Wealth family, clients of WealthPath Financial Services can expect a seamless transition and continued partnership focused on their satisfaction and success. The firm’s innovative approach and commitment to exceeding expectations underscore its dedication to enhancing services and delivering a superior financial planning experience. With a focus on putting clients first, Direct Wealth is poised to continue its growth trajectory and support clients in realizing their financial aspirations.