Direct Wealth - Maroochydore, Queensland

Address: 1/5 Plaza Parade, Maroochydore QLD 4558, Australia.
Phone: 735569400.
Website: directwealth.com.au.
Specialties: Financial planner, Financial consultant, Investment company, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, LGBTQ+ friendly, Transgender safe space, Appointment required, On-site parking.
Opinions: This company has 25 reviews on Google My Business.
Average opinion: 5/5.

Location of Direct Wealth

Direct Wealth is a highly useful financial planning and investment service, located at Address: 1/5 Plaza Parade, Maroochydore QLD 4558, Australia. They can be reached at Phone:

Reviews of Direct Wealth

Direct Wealth - Maroochydore, Queensland
Annette Yates
5/5

I recently had a follow up meeting with Luke Youd who has now joined the Direct Wealth team. As usual the meeting with Luke was very informative and he is always generous with his time to explain things to me - regardless of how obscure my questions might be.

I have great confidence in my dealings with Luke going forward and also with the friendly Direct Wealth staff in general, who are helpful and proactive with their communications with their clients.

Direct Wealth - Maroochydore, Queensland
Linda Frohmuller
5/5

Over the course of about 3 years we have become so comfortable with Luke we feel like we are talking to family when we meet. Luke has been honest and straight forward from when we first met and has certainly led us in the right direction in preparation for retirement. Luke always responds quickly when we have a query and is very patient with our quirky ideas. We are very grateful for our relationship with Luke.

Direct Wealth - Maroochydore, Queensland
Jill Caiulo
5/5

My husband and I couldn’t recommend Luke highly enough to look after your financial dealings for your retirement. We feel in good hands with his vast knowledge and his amazing ability to provide us with prompt advice. Luke is astute and has great personality, our catch-ups are never boring ?

Direct Wealth - Maroochydore, Queensland
James Porteous
5/5

I had an excellent experience with Direct Wealth and Kirsty in setting up my personal insurances. The team are incredibly knowledgeable and took the time to understand my unique needs and circumstances. She explained all my options clearly and helped me choose the best coverage to protect myself and my family. The process was seamless, and I felt confident and well-informed every step of the way.

Direct Wealth - Maroochydore, Queensland
Cathie James
5/5

Today I met with Luke, his understanding of my financial position was very clear. The advice Luke shared with me for my retirement plan was clear and uncomplicated. I now feel much more at ease and confident with my view of the next step in my life. He was very down to earth and friendly to talk with and discuss all my options.
Thank you Luke

Direct Wealth - Maroochydore, Queensland
Melanie Whitbread
5/5

Luke Youd is the most competent & professional financial adviser I have ever had the privilege of engaging with.

Luke takes the time to not only offer his experienced advice, but he also explains to me my options, develop strategies & plans, and ensures that I understand exactly what is being done with my investments & how my wealth is growing.

With thanks to Luke, I am living a more comfortable lifestyle than I’d ever dreamed possible! And I am reassured to know that my investments continue to grow and grow!

Luke has not only my admiration at his skill, knowledge & capabilities, but also my respect. I could not recommend anyone else as highly as I recommend Luke.

Luke’s support and guidance had improved my life tenfold; thank you!

Direct Wealth - Maroochydore, Queensland
Jaime Firth
5/5

I had a fantastic experience with Direct Wealth! From the very beginning, I felt comfortable with the entire process. Kirsty and the team were professional, knowledgeable, and always available to answer my questions. They took the time to understand my needs and provided tailored advice that I could trust. I highly recommend Direct Wealth to anyone looking for expert financial guidance. Thank you for your exceptional service.

Direct Wealth - Maroochydore, Queensland
Jo Kvauka
5/5

We have been under the financial guidance of Kirsty for our future plans . At first it was such a daunting decision but Kirsty was happy to explain and answer all of our questions in a friendly and open manner. We are very happy to be with the team at Direct Wealth.

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