Direct Wealth - Financial Advisor Townsville
About the company
Direct Wealth is a financial advisory practice operating in Townsville. The business is fully owned and operated by Direct Wealth Pty Ltd. The Townsville team includes financial advisers. Simon Coombes is Director & Executive Financial Adviser. Levi Hohn is a Financial Adviser. Lyle Filer is a Senior Financial Adviser. Alaina Woolcock is a Financial Adviser. Direct Wealth provides financial advice and planning services.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
We’ve been clients of Levi for several years and greatly value the professional, thoughtful, and tailored advice we’ve received. Levi takes the time to understand our goals and has guided us with clarity and confidence. We highly recommend him to anyone looking for a trustworthy and knowledgeable financial advisor.
Levi was knowledgeable and explained the future processes well. We are looking forward to working with him and Direct Wealth.
We were introduced to Levi and the wonderful staff at Direct Wealth 10 years ago. We have found Levi and the team very professional, knowledgeable and always in the best interest of us. Their calm and common-sense approach to wealth growth is exceptional. We have always felt to be a part of the "family" and would highly recommend Levi and the team at Direct Wealth in Townsville. Your support, guidance is much appreciated.
My experience with Warren is that he has stood me in good stead with my investments over many years and my portfolio is continues to grow.
I highly recommend Warren and the team at Wealth & Retirement Solutions. As well as being highly knowledgeable, they foster a relationship of trust which is highly regarded in their field. They always make you feel like you are their top priority. Thanks Warren!
Warren and the team at WRS Townsville provide exceptional service and advice. Their knowledge of the ever changing finance world is second to none and they continue to help me to achieve my financial goals. I highly recommend them.
Warren and Levi Hohn have been helping us achieve our financial goals in our business and also our personal financial goals. I would highly recommend their services !
Financial advisers & planners in Townsville compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Townsville are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Financial Advice Matters Townsville | ★ 5,0 | 32 | No |
| 2 | Direct Wealth - Financial Advisor Townsville (this page) | ★ 5,0 | 20 | No |
| 3 | Mitchell Dale - Morgans Financial | ★ 5,0 | 17 | No |
| 4 | Money Over 50 Financial Advisers | ★ 5,0 | 12 | No |
| 5 | Morgans Financial Limited - Townsville | ★ 5,0 | 11 | No |