Building Australia's most trusted wealth management firm. Direct Wealth was founded on a simple belief: financial advice should change lives. Since opening our doors in 2017, we've grown into one of Australia's fastest-growing privately owned financial advice businesses by doing things differently. We believe exceptional advice starts with exceptional people, genuine relationships and an unwavering commitment to always acting in our clients' best interests. Today, our team supports thousands of Australians through every stage of life—from building wealth and protecting what matters most, to preparing for retirement and creating lasting family legacies. We know every client's journey is different, which is why our advice is tailored, practical and designed to deliver long-term outcomes, not short-term wins. But our ambition reaches far beyond financial advice. We're building a business where talented people can do the best work of their careers. We invest heavily in our people, technology and culture because we believe great businesses are built from the inside out. Innovation, continuous improvement and a relentless focus on excellence drive everything we do. Our vision is clear: to become Australia's most respected wealth management business—not simply by being the biggest, but by setting the standard for advice, service, culture and trust. Whether you're looking for a long-term financial partner or searching for a place to build an exceptional career, we'd love to be part of your journey.
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The Direct Wealth annual revenue was $3 million in 2026.
Simon Coombes is the Managing Director of Direct Wealth.
43 people are employed at Direct Wealth.
Direct Wealth is based in Milton, Queensland.
The NAICS codes for Direct Wealth are [541611, 541, 5416, 54, 54161].
The SIC codes for Direct Wealth are [87, 874].