Skip to content
02 6583 7588
Direct Advisers
  • Who we Are
  • How we HelpExpand
    • Financial Advice
    • Retirement Advice
    • Aged Care Advice
    • SMSF Advice
    • Life’s Transitions
    • Investment Advice
  • Who we help
  • News
  • Legal Info
  • Contact us
Direct Advisers

Family

wills and powers of attorney

Wills and powers of attorney

A good estate plan will help make sure your wishes are carried out when you die. It can also help if you become unable to make your own decisions. Estate plans An estate plan records what you want done with your assets after your death. It can include documents such as: It also covers how…

Read More Wills and powers of attorneyContinue

Peace of Mind Starts with a Will: Why Planning Ahead Matters

Peace of Mind Starts with a Will: Why Planning Ahead Matters

Making a will is one of the most important steps you can take to ensure your wishes are respected and your loved ones are cared for after you’re gone. Yet, around 60% of Australians don’t have a will in place—a surprising figure given how straightforward the process can be. A will is a legal document…

Read More Peace of Mind Starts with a Will: Why Planning Ahead MattersContinue

Big changes ahead for Aged Care

Big changes ahead for Aged Care

The number of Australians aged over 65 is expected to more than double in the next 40 years while the number of people aged over 85 is predicted to triple in that time.i Aged care funding and services have seen major changes in the years since the 2021 report of the Royal Commission into Aged…

Read More Big changes ahead for Aged CareContinue

Forget forgetting - simple ways to improve your memory_

Forget forgetting – simple ways to improve your memory

We’ve all heard the old saying ‘an elephant never forgets’- but unlike elephants, we humans certainly don’t have flawless recall. Forgetting where you left your keys or the name of the person you met last week, is all too familiar. Memory lapses happen to the best of us, but there are ways to sharpen your…

Read More Forget forgetting – simple ways to improve your memoryContinue

Moving into aged care & your 28-day decision

Moving into aged care & your 28-day decision

Moving into residential aged care is a big step, and one of the most important financial decisions you’ll need to make is how to pay for your room. The legislative rules provide clear guidelines on your payment options and the timeframe in which you must decide. With so much happening when you make the move,…

Read More Moving into aged care & your 28-day decisionContinue

Getting divorced or separating

Getting divorced or separating

The end of a relationship is never easy, and getting divorced or separated can be an overwhelming and emotional experience. There are steps you can take to help things run more smoothly on the pathway to this next stage of your life. First steps when you separate A good first step is to try to…

Read More Getting divorced or separatingContinue

Things to do today that your future self will thank you for

Things to do today that your future self will thank you for

Achieving your long-term financial goals doesn’t need to be overwhelming. If you can put in place some basic financial steps, you are on the road to a successful outcome. It means keeping on top of your options and devising strategies for investment, debt reduction and risk protection. The start of the year is a perfect…

Read More Things to do today that your future self will thank you forContinue

preparing your kids

Preparing your kids for financial success

Here’s some easy money management skills for children of different ages. Teaching good financial habits, such as saving and budgeting, is one of the best ways to prepare children to have a secure financial future. It’s never too early or late to start talking about money with your children — start as soon as you…

Read More Preparing your kids for financial successContinue

Gifting for future generations

Gifting for future generations

At this time of year, when giving is particularly on our minds, some might turn their attention to how best share their wealth or an unexpected windfall with their loved ones­. You might be thinking about handing over a lump sum to help them with a major purchase or business opportunity, or be keen to…

Read More Gifting for future generationsContinue

helping the kids without derailing your retirement plans

Helping the kids without derailing your retirement plans

As parents, the instinct to support our children never truly fades, even when they become adults but when you are looking at giving them a financial helping hand there is a bit to consider. It’s important to ensure any support you provide is not at the expense of your financial future. It can also be…

Read More Helping the kids without derailing your retirement plansContinue

Page navigation

1 2 3 … 6 Next PageNext

QUICK LINKS

  • Who we Are
  • What we do
  • Who we Help
  • Resources
  • News
  • Legal Info
  • Contact
02 6583 7588

2/106 William Street
Port Macquarie

Sign up for news and information

Direct Advisers AFSL No. 236855 Copyright 2021 | Legal Info

Site by Jenesis

  • Who we Are
  • How we Help
    • Financial Advice
    • Retirement Advice
    • Aged Care Advice
    • SMSF Advice
    • Life’s Transitions
    • Investment Advice
  • Who we help
  • News
  • Legal Info
  • Contact us