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YOUR PATHWAYS
TO GOOD ADVICE
START HERE

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.

Testimonials

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CLIENT NAME SURNAME

What our clients say

After working with Ursula through some significant changes in my life…. Read more.

MICHELLE P.

My wife and I have been with Direct Advisers for over 16 years, and we have been retired for over 12 years and in that time, Ursula has managed our portfolio through the GFC, and now Covid... Read more

Alan and Di W.

Following a disappointing experience with our previous financial adviser, Direct Advisers gave us confidence and our portfolio is now in a positive position. Read more

Brian A.

After 28 years and 9 months with your firm (and I can still remember my first interview with Peter), I have the utmost faith in your firm, and that concerns over my golf handicap and how to improve my Bridge... Read more

Brian & Elizabeth S.

Direct Advisers have provided excellent services to me for the past 10 years. The office is a haven! In a world of rapidly changing rules in relation to financial matters for seniors, I know I can trust Ursula and her team. Read more

Leonie M.

Thank you so much for your assistance. I couldn’t have navigated these waters without you.

Cherie S.

Pathways to good advice

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
ADVICE

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
Advice

A master plan to grow your wealth

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Blog

Catch up on all the latest financial and lifestyle news and information with everything at your fingertips to help you.

Boosting Confidence in Retirement

Every retirement is unique. Maybe dining out isn’t your thing, but you couldn’t bear to give up your weekly exercise classes. Figuring out how much you can spend in retirement requires planning. And knowing what you can afford to safely spend, based on the savings you have, will also help you to identify any gaps...

Diversification

Diversification is an investment strategy that lowers your portfolio’s risk and helps you get more stable returns. You diversify by investing your money across different asset classes — such as shares, property, bonds and private equity. Then you diversify across the different options within each asset class. For example, if you buy shares, you buy...

Prepare to Retire

Preparing to retire is emotional and practical. Making a retirement plan can help you manage your finances, and cope better as your life and priorities change. Make a retirement plan Your retirement plan can be simple or detailed. Include: Think about when you want to retire There’s no set age you need to be to...

YOUR PATHWAYS TO GOOD ADVICE START HERE