Direct Wealth

Lyle is excellent, helping my wife and I on our financial journey. Lyle is extremely knowledgeable and presents his recommendations in a down to earth manner with considerations for our life and circumstances. I would recommend him to family and friends in the future.

I have have had Lyle Filer as my financial advisor for some years now. We are now in the process of setting up a retirement fund and, as always, Lyle is well organised, proactive, extremely knowledgeable and very personable. I would not hesitate to recommend his services.

I’ve had a very positive experience with Alaina and the team at Direct Wealth. Their clear guidance—especially around superannuation and planning for retirement—has helped me feel more confident to make informed decisions. Professional, easy to deal with, and highly recommended.

I’ve been working with Jacinta for a long time, she helps me understand what I need to do to make the most of my salary and lifestyle needs. I earn a good salary but I’m pretty bad at managing it all, she's really patient and explains everything until I understand what to do. The investment in her time is worth it because she does a lot for me behind the scenes and I’m not great with finances. I have a property that is almost paid off, I've got a share portfolio that is growing and am maximising my super. She's helped me get in touch with people to get the right loans and has basically sorted out my life so I don't really need to worry. It's not hard but there's a lot I don't know that she's helped me with over the years. It doesn't matter where you start but if you don't, then you are much worse off for your future into retirement. I feel like I'm financially set up because she's helped me plan for retirement in 20 years on an income that I'm happy. Not a lot of people plan for retirement until it’s too late but Jacinta tells me what to do and I’m pretty comfortable financially and would not have done this on my own.

We work with Lyle Filer and have found him to be a very approachable, knowledgable guy. We really appreciate his great attitude, advice and helpfulness in our financial journey. He respects our opinions which makes us feel comfortable working with him. Thanks Lyle :)

Lyle is a very professional financial advisor, who knows his field of expertise extraordinary well. He is always happy to help out and nothing is a problem. I would recommend Lyle and the team at Direct Wealth for anyone who wants a team that works for them and who are highly skilled and motivated to get you the best outcome possible.

We were unsure about our retirement plan. Financially. Jacinta has outlined and supported us on our journey towards retirement. It has been amazing and so reassuring to have her working with us. I would highly recommend her services to anybody wishing to sort out a retirement plan. She’s absolutely fantastic.