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.
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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.
Clarity Checklist for the New Financial Year
Every year, around this time, I find myself wishing clients a ‘happy new financial year’. I get some funny looks. But I genuinely think 1 July deserves more credit than it gets. We mark birthdays. We mark New Year’s Eve. But 1 July offers a unique opportunity to stop and check in on your money,...
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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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Retirement income options when markets are volatile
The income assumptions many have carried into retirement are being tested in the current economic climate. “It’s easy to feel uncertain when markets are volatile or the headlines seem overwhelming. In my experience, having a well-considered plan and someone to guide you through the decisions can provide enormous peace of mind. Often it’s not about...
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