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.

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What our clients say

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After working with Ursula through some significant changes in my life…. Read more.

MICHELLE P.

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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.

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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.

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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.

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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.

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Thank you so much for your assistance. I couldn’t have navigated these waters without you.

Cherie S.

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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.

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Strategies for an unexpected retirement

The best time to start planning for retirement is yesterday. But the second-best time? Today. About two-thirds of Australians retire earlier than they anticipated because of unexpected events such as job loss or redundancy, they need to care for a family member, have a sudden illness or injury, problems at work or a partner’s decision...
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Deeming rates on the rise – what you need to know

After a five-year freeze, deeming rates are set to increase on 20 September 2025. For some older Australians, this may not be a welcome change. An increase in deeming rates increases assessable income for Centrelink and Veterans’ Affairs, which may reduce entitlements and/or increase aged care fees. But for many people, the impact may not...
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Preparing for another savings pinch

The bad news for savers relying on income returns is set to continue Australia’s underlying level of inflation is continuing to fall, and which paved the way for another official interest rate cut when the Reserve Bank of Australia (RBA) board met earlier in the month. It was welcome news for borrowers, but not for...
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