Direct Wealth - Financial Advisor Brisbane

I cannot thank Daniel Westerman enough for his financial advice which has helped my husband and I be more comfortable financially. He is very knowledgeable and explains everything clearly and in a way we understand. Always so friendly and nothing is too much trouble. I highly recommend Daniel and the team at Direct Wealth. Thanks again.

A friend recommended we have a chat to Nathan from direct wealth, “you might be surprised” she said when I said I wanted to retire but didn’t think I could . After meeting with Nathan and asking a bunch of questions he went through in detail our financial situation and I was totally elated when Nathan confirmed I could retire, fast forward four months and a detailed review of when this would happen along with everything we want to do in the next few years was given to us. Thanks Nathan I did my last day at work on Thursday and officially retire 30 June. We couldn’t be happier.

I highly recommend Direct Wealth for anyone looking for mortgage services. My broker, Victor Larder, was exceptional in finding me a much better mortgage rate for my house. A special thanks to his assistant / secretary; Stefania Wagner, who was incredibly helpful throughout the entire process. She kept me updated every step of the way and showed so much patience with all my questions. Professional, efficient, and supportive—thank you, Victor and Stefania!

Erin and Caillin have been a dream team to work with. The have helped us set up a pension on behalf of an elderly parent with dementia. It's been tricky but they have been diligent in resolving the challenges. Thank you both!

Erin has been a wonderful, caring and so helpful advisor working with her client and supporting family with the clients best interests always at the heart of her advice and focus. Erin’s professional skills and her personal manner enabled this new business relationship to commence expeditiously and confidently.

My husband and I needed some structure and guidance for our retirement. We were fortunate to meet Nathan, who helped us to understand how and what was possible for our future. We threw lots of questions and concerns and he made us feel comfortable with the process of going forward. Highly recommend Nathan and the team at Direct Wealth. Thank you..

Nathan@collective wealth. This organisation and its team are so good at what they do. From the moment you walk in, greeted as a member of the family to sitting down and going through your portfolio . They talk to you in layman's terms, let you ask questions that may seem simple to them, but complex to us. They can laugh and cry along with our joys and fears. In an uncertain world, with so much aggression in so many ways, to have at least the worry of future money and stability assured to you, as much as they can of course, it's a relief to sit down and discuss where you are headed for the next 12months and the foreseeable future. NATHAN @collective wealth has been a godsend to me and my husband. Would highly recommend this company and all their staff to anyone who needs financial advise in these crazy times. I bless and rejoice in the the day I walked through their front door and had a weight lifted from my shoulders 🙏 Keep up the good work. Thanks to Nathan and Aaron Duchense Broad