Direct Wealth - Financial Advisor Sunshine Coast

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.

My wife and I met with Kirsty and she made us feel at ease with explaining how she would invest our money for retirement and resolved concerns we had. Kirsty was very thorough and made us feel comfortable with our decision to utilise Direct Wealth.

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.

My wife Jackie & I have recently completed an annual review with Kirsty. Whilst we have been looked after by Kirsty for a few years now we continue to be impressed with her knowledge, professionalism & lovely outgoing manner. We would also like to add that the support & office staff at Direct Wealth appear to be of the same high standard.

I was first introduced to Direct Wealth from my daughter who is also a client. Kirsty was very warm and light hearted but immediately I was impressed by her knowledge and savvy approach. Our first face to face meeting confirmed my opinion as Kirsty was the consummate professional, delightfully warm and approachable but with the business edge required to manage my needs. I feel comfortable with the advice Direct wealth has given me and look forward to a bright and prosperous retirement. I immediately felt reassured by Kirsty and her understanding of my situation. I might comment that Kirsty is that proverbial,"iron fist in a velvet glove," an attitude and philosophy that I respect. Thankyou Kirsty a 5 star beginning. Warm regards Brenda 🌻

We had a great experience with our last visit, now that hubby is 67yrs of age, they guided us in a few ways to repay our 2 loans. We couldn't be happier and alot less stress considering, Warren couldn't receive his full pension because I'm still working. We highly recommend Direct Wealth to anyone who wants financial advice of any kind. Very professional and understanding. Many thanks to Peter for many years and to Jason, who is now looking after us. Cheers, Ronona and Warren Cuffe

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.