Direct Wealth - Financial Advisor Brisbane - Paddington, Queensland

Aly H.

We have been dealing with Sam Dwight over the last 12 months and he is honestly a breath of fresh air. Very knowledgeable but also very relatable. Explains everything just how we needed him to so we could fully understand. Highly recommend!!

Steven K.

I brought my mother in to see Ben Marlow as she was relying on her superannuation statement to plan her retirement. With Ben’s expertise and down to earth explanations, mum was able to quickly see that her retirement plans would leave her worse off in the long run. Ben was able to articulate a range of different possibilities which could help her achieve her pre-retirement goals years quicker than planned, so she had more time to spend with the family and in her garden. I valued that he wasn’t afraid to tell us what wasn’t realistic, but then give us some alternatives to think about. I even picked a few things that led me to do a health check on my super with my family. Very approachable and happy to answer any questions we had.

Very happy with Ben’s service and professionalism , and hope someone like him is around when I retire. Thank you Ben for helping my mother, I really appreciate it.

Guil P.

My partner and I had a fantastic experience with Direct Wealth as first-home buyers. Victor Larder, our mortgage broker, made the process smooth and stress-free by staying on top of everything and keeping us informed at every step. His professionalism and attention to detail gave us confidence and peace of mind.

We were also impressed by Stef Wagner, the loan officer assisting Victor, who was efficient, responsive, and always ready to help. Thanks to their expertise and dedication, we secured the perfect loan for our first home. I highly recommend Direct Wealth to anyone looking for a reliable and supportive team!

Teegan Z.

My husband and i have used Direct Wealth a couple of times, dealing with Victor and Stef, and it has been the most easy, stress free process we could of ever imagined. We will continue to use Direct Wealth for all of our financial needs.
Thank you both for everything.
Steven and Teegan.

saurabh A.

Direct Wealth made our refinancing process smooth and stress-free.
They supported us through every stage, offered clear communication, and provided advice that truly worked for our needs. A special shoutout to Stef and Victor for their dedication and follow-through right to the end — we couldn't have done it without them!

Edouard F.

My journey and experience with Direct Wealth so far has been nothing but positive. Erinn and the team have been friendly, professional, highly informative and quick to respond to any concerns. I’d been toying with the idea about engaging with a financial advisor for some time but I knew that following the initial meeting that it was definitely something that I wanted to pursue.

Jo W.

I would like to recommend Sam Dwight, from Direct Wealth who has provided me with valuable financial advice & strategies for my retirement. Sam is friendly, very helpful & has been able to explain everything in simple, easy-to-understand language. This has made the whole process very straightforward. Thank you Sam.

Michael

I recently had an initial meeting with Sam Dwight at Direct Wealth, and I couldn’t be more pleased. I've always approached financial planning with some caution, but Sam's approach immediately eased my concerns. He took the time to genuinely understand my personal circumstances, financial goals, and concerns without rushing into advice. Sam was incredibly friendly, courteous, and professional, making me feel comfortable and heard. His transparency and honesty came through at every step, and I left feeling confident about the next steps. I highly recommend Direct Wealth and in particular Sam to anyone seeking thoughtful, trustworthy financial guidance.