Direct Advisers is a trusted financial advisory firm based in Port Macquarie, Australia, with over 35 years of experience in providing clients with financial peace of mind. They pride themselves on their independence, ensuring that clients receive unbiased advice tailored to their specific needs and goals. Direct Advisers is dedicated to building strong relationships with their clients, investing not only in their money but also in understanding their lifestyles and aspirations.
With a focus on delivering personalized solutions, Direct Advisers offers a range of services to help clients navigate financial changes, grow their wealth, and secure their financial future. Their team, led by Ursula, has a proven track record of successfully managing portfolios through challenging economic climates, such as the Global Financial Crisis and the Covid-19 pandemic. Clients can trust Direct Advisers to provide expert guidance on managing finances, planning for retirement, and navigating aged care options.
Direct Advisers stands out for their commitment to excellence and client satisfaction, as evidenced by the long-standing relationships they have built with clients like CLIENT NAME SURNAME. Their dedication to providing top-notch services and creating a welcoming environment for clients has earned them a reputation as a go-to financial advisory firm in the region. Whether clients are seeking to optimize their investments, plan for retirement, or simply stay informed on financial news, Direct Advisers offers the expertise and support needed to help them achieve their financial goals.