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 40 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.
Superannuation: more relevant than ever
A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective investment structures available. For many investors, it’s not simply that super remains attractive but that the rules continue to change. Understanding these changes can help ensure your strategy takes advantage...
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Putting healthspan at the heart of your plan
There is something deeply hopeful about the fact that we are living longer than previous generations. Advances in medicine, safer living conditions and better healthcare have given many of us more time than our grandparents could have imagined. But alongside that good news is a quieter reality that deserves attention. Researchers now talk about the...
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Aged care and your SMSF: 5 things you should consider
If the time has come to consider a move into residential aged care, you and your family are likely to be faced with significant financial decisions. If you have a self-managed super fund (SMSF), there can be an extra layer of complexity. The good news is that planning ahead and financial advice can provide choices...
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