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 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.
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.
2025 Year in review: It was a soft landing for Australia
Many investors breathed a sigh of relief at having survived (and even thrived) the turbulent economic and political events of 2025. Super funds posted strong double-digit returns for the 2024-2025 financial year. Australia recorded modest economic growth, while inflation cooled a little throughout the year – albeit with a slight uptick at year’s end –...
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Your money, your priorities
You make countless decisions about your money every day — some are small, others life‑shaping. But how often do you take a step back and ask: “Are my financial choices aligned with what truly matters to me?” “Financial planning isn’t just about figures — it’s about purpose. When you connect your money to what matters...
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How generosity can be part of your financial plan
It’s the season for gifts, sharing meals and spreading cheer. But what if your festive generosity could do more? What if it could ripple through generations, perhaps shaping futures and maybe reduce your tax bill? Giving isn’t just an act of kindness; it can also be a smart financial move. From helping loved ones today...
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