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BEST RATED TOWNSVILLE QLD FINANCIAL SERVICES

3 Best Financial Services in Townsville QLD

Expert recommended Top 3 Financial Services in Townsville QLD. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

Financial Advice Matters Townsville
Financial Advice Matters Townsville
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FINANCIAL ADVICE MATTERS TOWNSVILLE

(4.9 Score)
313-315 Ross River Road, Suite 4, Level 1, Aitkenvale,
Townsville QLD 4814 Directions

Specialty:

✓ Goal Setting ✓ Budgeting ✓ Investing ✓ Tax ✓ Debt Management ✓ Superannuation ✓ Insurance ✓ Retirement and Lifestyle Planning ✓ Planning for the Unexpected ✓ Estate Planning

“Financial Advice Matters is an award-winning financial service firm. They have been working with families, some now for over 20 years, to provide personal financial advice. They are proud that personal financial advice can mean different things to different people. Their clients have meaningful conversations, uncover their goals and aspirations, and implement a plan to achieve them. They work with several organisations, delivering a multi-module structured education program to help them better support their employees in understanding their financial positions and provide them with the tools and skills they need to empower them to alleviate some of the financial pressures they may be facing.

2025 Update: They also provide services to clients in West End, Currajong, Pimlico, Rosslea, Oonoonba, Mount Lousia, Garbutt, Cranbrook, Mundingburra, Douglas, Thuringowa, Kirwan, Annandale, Deeragun, Mount Low and more.”

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Contact:

07 4426 286

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Direct Wealth Townsville
Direct Wealth Townsville
10+ YEARS IN TBR
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DIRECT WEALTH TOWNSVILLE

(4.8 Score)
321 Sturt Street,
Townsville QLD 4810 Directions

Specialty:

✓ Wealth Management ✓ Retirement Planning ✓ Superannuation ✓ Accountant Services ✓ Estate Planning ✓ Investment Advice ✓ Mortgage Broking ✓ Personal Insurance

“Direct Wealth Townsville is a team of highly experienced financial advisors specialising in financial and retirement planning. Simon Coombes is the Director and Executive Financial Adviser of the firm. The team provides award-winning Service to their clients. With in-house expertise in accounting, insurance, and finance brokering, they provide a holistic approach to managing your wealth. Their goal is to help you achieve financial confidence and security, so you can live life on your terms. By tailoring advice to your unique situation, they’ll help you navigate everything from growing your wealth to managing life’s unexpected twists with confidence. Whatever stage of life you're in, they are here to guide you with expert advice tailored to your needs.

2025 Update: Direct Wealth Townsville is committed to giving you a smooth, modern experience and always aims to meet your needs and exceed your expectations.”

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Financial Adviser of the Year in 2021 & 2022

Contact:

07 3556 9400

Mon-Thu: 8am - 5pm
Fri: 8am - 12pm
Sat & Sun: Closed

TBR® Inspection Report:

Money Over 50 Financial Advisers
Money Over 50 Financial Advisers
Money Over 50 Financial Advisers
Townsville Financial Services Money Over 50 Financial Advisers video
6+ YEARS IN TBR
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MONEY OVER 50 FINANCIAL ADVISERS

(4.8 Score)
45 Ingham Road, West End,
Townsville QLD 4810 Directions

Since 2010

Specialty:

✓ Financial Advice and Plan ✓ Retirement Planning ✓ Superannuation

“Money Over 50 Financial Advisers is an independently owned and licensed financial firm. Ali Hogue, Michael Hogue, and Kylie Hatfield are the owners, and Ali Hogue and Michael Hogue are financial advisers at Money Over 50 Financial Advisers. They provide financial advice to people aged over 50 who are seeking a confident, self-funded and tax-free retirement. They work out how much money you need when you plan to retire and then work backwards from there to devise a plan. The team believes their role is to assist their clients in maximising their retirement by ensuring they have enough to retire and manage the lifestyle they choose.

2025 Update: You can contact them to book an initial consultation.”

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License ABN 26 146 225 505| ASFL 471826

Contact:

07 4772 0938

Mon-Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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FINANCIAL ADVICE MATTERS TOWNSVILLE REVIEWS

I have found Nicole and Eve very professional and helpful with managing our financial matters. I would highly recommend this Financial group if you are in need of assistance with your future financial needs.

Jayne has given my wife and I peace of mind about our financial future. She made a few suggestions and took our needs into account when formulating a plan. She is lovely to deal with.

Fabulous personalised service with a holistic approach to financial planning and well being. Highly recommend.

These reviews are provided for information purposes and to help you make informed decisions.

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DIRECT WEALTH TOWNSVILLE REVIEWS

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.

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.

MONEY OVER 50 FINANCIAL ADVISERS REVIEWS

So impressed with the team at Money Over 50 Financial. We were greeted by a friendly hello and very pleasant manner by everyone one we met. Dallas gave us so much information in an easy to understand and professional manner. Highly recommend them.

Dallas, Michael and Kylie from Lighthouse have been absolutely fantastic with their honest and upfront advice. I highly recommend having a chat to this team of down to earth professionals.

Thank you Dallas, Kylie and the team for your ongoing support. Your great service, knowledge and advice has been crucial in developing our plans for our future financial security.

TBR® Inspection Score Report

FINANCIAL ADVICE MATTERS TOWNSVILLE Total Inspection Points: 117/120
Business Hours: 9
Business Images: 9
Review Analysis: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Social Media: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

DIRECT WEALTH TOWNSVILLE Total Inspection Points: 115/120
Business Images: 8
Business Hours: 9
Review Analysis: 9
Social Media: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

MONEY OVER 50 FINANCIAL ADVISERS Total Inspection Points: 114/120
Experience: 8
Acknowledgements: 9
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10