Direct Wealth

"Always love catching up with Lyle and the crew. Unfortunately, finance is not my thing, so I am happy to have Lyle watching out for me. If I can semi retire by 60, goal achieved and I will be happy."

"My partner and I have recommended Erin to family and friends. We highly recommend her for her financial planning services. If you have been thinking about a financial planning service, make the call. We wish we had done it sooner! Erin is authentic, knowledgeable and personable. The entire Direct Wealth team have been incredible to deal with during the process. Erin takes the time to ensure we are well-informed so we feel empowered in our decision making around our wealth management and financial planning. We feel so prepared for our financial future and it’s exciting!"

"Lyle has an excellent manner, quiet but confident in both his technical and practical knowledge how best to manage our financial well being. He is, in particular, always friendly and warmly welcoming and very patient with questions or queries that clearly illustrate our lack of understanding with matters surrounding our Super funds and how to best maximise their utilisation. All in all when we leave a meeting with Lyle we are generally left feeling uplifted and confident in the quality of the service we are being delivered. Thanks Lyle."

"My husband Bruno &l highly recommend Lyle.We are always comfortable when we have discussions with him & he puts forward suggestions about our finances to transition more easily to retirement. We appreciate his effort,expertise and knowledge. He always makes us feel welcome and is always available to us."

"Kirsty is very approachable and has even met us at our home on a Saturday morning for a meeting to accomodate John’s work schedule. She takes the time to understand our financial situation and is helping us reach our goals while offering expert advice and assuring us we are heading in the right direction. We truly believe that she wants us to be in a better position financially and together is helping us get there. She is positive in her outlook and is always reachable. I feel like she is just on “our level” when we talk. Thanks Kirsty - Tracey & John"