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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.

Three facts about means-tested fees

Fees in residential aged care are means-tested, but the rules are complicated. This article explores the three key facts you need to know about means-tested fees. Providing aged care in a residential service is expensive when you add up wages, equipment and other operational costs. The government pays most of this cost, but you may...

Planning your financial legacy

Beyond accumulating wealth over time, planning your financial legacy is one of the most important aspects of estate planning. With the greatest family wealth transfer set to occur in the next 20 to 30 years, investors should consider a few things when planning. Succession planning is common in the business world. Last week, the United...

How diversification fights investor biases

Investing in familiar names may bring a sense of comfort but by focusing too heavily on the Australian market, investors may limit their opportunity set and forgo the benefits of greater diversification. With the recent surge in global market volatility, many investors may be wondering whether investing internationally is still a good idea. When it...

YOUR PATHWAYS TO GOOD ADVICE START HERE