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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.

Markets love certainty but what happens next?

Financial markets can be like finely tuned racehorses, poised to gallop ahead under ideal conditions but often highly reactive to unexpected events. It’s often said that the markets love certainty. Investors feel more confident when economic conditions are stable and predictable. But certainty in financial conditions is never a sure thing. Uncertainty is always just...

New Increased Super Contribution Caps

As the end of financial year gets closer, some investors are thinking about the most effective ways to boost their super balance, particularly with an increase in the caps on contributions from 1 July. The concessional contributions cap, which is the maximum in before-tax contributions you can add to your super each year without paying...

Reducing risk in retirement

We all think things will turn out better for ‘us’ than ‘them’. Such optimism can serve us well in life, but when it comes to money, balancing bias with facts is a much safer option. When it comes to your retirement, there are four main risks that can impact your income: As you don’t know...

YOUR PATHWAYS TO GOOD ADVICE START HERE