After working with Ursula through some significant changes in my life…. Read more.
MICHELLE P.
The Direct Advisers Difference
Whatever your life stage, we’re here to enhance your quality of life by providing financial advice that takes the stress and worry out of managing your money.
With more than 35 years of experience providing financial peace of mind to clients across Australia from our home in Port Macquarie, you can trust Direct Advisers to understand, care and help.
We pride ourselves on being truly independent, which means we don’t benefit from promoting some financial products over others. All that matters to us is providing good financial advice that matches the needs and goals of our clients. It’s all part of the Direct Advisers difference.
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Whether you’re going through a significant change in your life or simply want to ensure your financial future is secure, we take the time to listen and truly understand your lifestyle and goals before tailoring solutions to help you maintain and achieve them.
We’re passionate about relationships, so we don’t just invest your money, we invest in you.
Your pathways to good advice starts here.
1 Financial
Advice
Solutions to make your money work smarter
2 RETIREMENT
Advice
Make your next years your best years
3 AGED CARE
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Guidance in navigating aged care
4 SMSF
ADVICE
For complete control of your finances
5 LIFE’S
TRANSITIONS
Strategies for managing financial change
6 INVESTMENT
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A master plan to grow your wealth
Blog
Catch up on all the latest financial and lifestyle news and information with everything at your fingertips to help you.
Legacy Pensions: Important Changes You Need to Know
For clients holding older, asset test-exempt superannuation pensions, known as legacy pensions, there are significant changes ahead. These pensions, once popular for their generous Centrelink treatment, have long been difficult to alter without risking unintended financial consequences. But recent government updates have created a window of opportunity, along with a clear warning: don’t move too...
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Planning is key as SMSFs enter new phase
Self-managed superannuation funds (SMSFs) have long been associated with older Australians and small business owners looking for greater control over their retirement savings. But recent data suggests the sector is undergoing a quiet transformation. Alongside tax reforms and persistent compliance challenges, younger people are slowly moving into the SMSF space. While 85 per cent of...
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Keeping your cool when the markets heat up
Investing isn’t just a numbers game. It’s an activity that stirs various emotions from hope and optimism to fear and anxiety. Whether the ASX is surging or stumbling, emotional responses to market movements can shape outcomes just as much as economic fundamentals. Understanding those responses is crucial to building resilience, especially in unpredictable times. These...
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