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 40 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.
What our clients say
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
Blog
Catch up on all the latest financial and lifestyle news and information with everything at your fingertips to help you.
Planning for change can boost retirement confidence
For many Australians, retirement is no longer simply a question of whether they have accumulated enough money, it’s also about whether they feel confident enough to enjoy the life they have worked towards. That confidence can be surprisingly difficult to arrive at. The cost of living, healthcare expenses, volatile investment markets and longer life expectancies...
Read more
It wasn’t easier back then. It was different.
A friend recently sent us a photo of an old menu from the Chelsea Garden Restaurant in Tamworth. A whole grilled snapper was $1.75. Deep-fried prawn cutlets with a side salad were 95 cents. A coffee was 25 cents. We passed it around the office and had a good laugh, swapping stories from the late...
Read more
Leaving your super to your children?
It’s worth planning ahead You’ve worked hard, carefully growing your super, and you’re proud of what you’ve built. Your plan is simple: whatever is left will one day go to your adult children. Unfortunately, it might not reach them quite the way you imagine. It’s one of the least understood parts of retirement planning, and...
Read more