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.
Get prepared for June 30
Tax time is just around the corner, so now is the time to get ahead and find out what strategies may be available to you before 30 June. Time for a portfolio review A good first step is to review your investment strategy. With recent market volatility, things may have shifted and your risk tolerance...
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Why licensed aged care advice matters more than ever
When an older person needs aged care, decisions are often made quickly. Families may be stressed and worried, and the financial choices involved can have long-term consequences that are difficult, and sometimes impossible, to undo. Yet many Australians are navigating aged care with incomplete, confusing, or simply wrong information. “Aged care decisions are often made...
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Investing for the next generation
For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy that supports your children and grandchildren for decades to come. But one of the greatest risks to that legacy can be the challenge of dealing with sudden wealth. When adult children inherit large sums or...
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