A wealth of knowledge for all ages
Ursula Boorman joined a panel of financial, accounting, legal and insurance experts at a recent Hastings Business Women’s Network networking event in July. Cheekily titled, “Is Your Bottom Line Sexy” the lunchtime workshop looked at a range of important issues for women to consider in their business and personal lives. Ursula, a Certified Financial Planner with 25 years’ experience across the financial services industry, provided key advice for women seeking to take control of their financial future. The discussion looked at women’s lives decade by decade with practical tips for each stage – from the benefits of putting aside super in your 20s, to paying down debts in your 40s, right through to how to navigate the complexities of Centrelink in your 60s.
FPA - Industry acknowledgement
Direct Advisers Director Ursula Boorman was thrilled to be Shortlisted in the Financial Planning Association Certified Financial Planner TM Professional of the Year Awards. The awards are designed to recognise best practice financial planning, and also FPA members who have gone above and beyond for their local community. The Professional of the Year category recognises professionals who have delivered best practice advice that has led to superior client outcomes. We work hard for our clients and we’re proud to have received recognition from our industry association.
Bringing finance into focus
You can now get your financial fix in the local Port Macquarie-Hastings Focus magazine. Each month Ursula Boorman will be helping readers find their way through the money maze. From superannuation to age pension changes, we’ll take a look at the financial topics on everyone’s minds. We’ll provide the latest information, helpful tips and important things for you to consider. The Direct Advisers team will uncover the best resources around and point you in the right direction to find out more. So be sure to grab your copy of the monthly Focus Magazine and look out for the Financial Focus column.
Minister for Small Business visits Direct Advisers
We were honoured to welcome Minister for Regional Development, Minister for Skills and Minister for Small Business, Hon John Barilaro MP, to the Direct Advisers’ office on Friday 10 June 2016. We were invited to speak with the Minister as result of our successful participation in the small business coaching program offered through ETC. We believe everyone needs a coach – we’re financial coaches for our clients – and even after 30 years in business having a coach helped us focus and grow. We also had the opportunity to showcase our use of innovative technology to increase efficiency and improve processes for our clients. Image – Minister for Regional Development, Skills and Small Business, Hon John Barilaro MP, Direct Advisers Principal Ursula Boorman and Member for Port Macquarie Hon Leslie Williams MP
Celebrating 30 years of financial advice
Direct Advisers celebrated 30 years in business with High Tea at Sails Resort in March 2016. Attended by clients and colleagues – some who have been with the business for more than 20 years - the event was an opportunity to thank everyone for the support we have received over the past three decades. Our business was founded in Port Macquarie in 1986 as a boutique, independently owned financial planning practice. We are as committed as ever to providing honest and understandable advice, to help you achieve financial security so you can improve your quality of life. Thanks to everyone who helped us celebrate this exciting milestone.
Pledge for Parity – International Women’s Day 2016
We were once again pleased to support the International Women’s Day – Hastings Heroines Awards in 2016. This was our second year as Major Sponsor for the event hosted by Hastings Business Women’s Network and Leslie Williams MP. Direct Advisers congratulates the 2016 Hastings Heroines – Genna Johnson, Rhonda Radley and Alex Glen-Holmes. What a marvellous contribution they have each made to this local community. The theme ‘Pledge for Parity’ reminds us that there is still work to do for gender equality, particularly when it comes to closing the pay gap. And that’s why we’re committed to helping women build strong financial foundations. Image: Alicia Fox Photography
Changes to pension in 2015 Federal Government Budget
No one should lose sleep about proposed pension changes before they have all the information, a certified financial planner says. Port Macquarie-based certified financial planner Ursula Boorman suggested not taking drastic measures or changes to your situation that could not be undone. "Overall I am pleased to see that the government has tried to balance the needs of retirees by maintaining access to concessions on pharmaceuticals while maintaining the sustainability of our welfare system."
Direct Advisers nominated for Business Award
We’re thrilled to have been nominated in the 2015 Holiday Coast Credit Union Greater Port Macquarie Business Awards. What an honour! Thank you to all our clients and colleagues who have helped our business continue to thrive. Here’s what our anonymous nominator had to say: “Ursula Boorman is partner in this locally owned business, which has been operating for more than 20 years. Ursula is an expert Financial Planner, a terrific manager of people and committed to high level service for her clients.”
Celebrating International Women’s Day and Hastings Heroines
Direct Advisers was proud to have been the Major Sponsor for the International Women’s Day – Hastings Heroines event in March 2015. The event, hosted by the Hastings Business Women’s Network, recognised seven outstanding women who have dedicated themselves to making a difference in the local community. We are passionate about educating and empowering women in business to help them achieve their financial and lifestyle goals. Women are often so busy looking after their business, family and friends, we neglect to look after our own financial future. Direct Advisers are committed to helping women build strong financial foundations.