After working with Ursula through some significant changes in my life…. Read more.
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
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
Thank you so much for your assistance. I couldn’t have navigated these waters without you.