106 William St Port Macquarie 2444

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Direct Advisers opening hours in Port Macquarie


Direct Advisers opening hours in Port Macquarie

Mon
9:00am - 5:00am
Tue
9:00am - 5:00am
Wed
9:00am - 5:00am
Thu
9:00am - 5:00am
Fri
9:00am - 5:00am
Sat Closed
Sun Closed
Public Holidays Closed
Open Monday to Friday
Additional Contacts
  1. About Us

  2. Products and Services

  3. FAQs

About Us

Direct Advisers - Promotion

About Direct Advisers

Your interests are our central concern.
We are a fee based boutique financial planning practice, committed to providing an extremely high level of financial planning, financial strategy, investment advisory and superannuation services to our clients, as well as the ongoing management of investment portfolios.

About Us

Direct Advisers Pty Limited is independently owned by its principals and not associated with any financial institution.

What does this mean for me?

As it is our strongly held belief that investors should receive advice which is totally free of influence, all of our advice is provided on a fee for service basis rather than accepting commissions from financial institutions. This means we work for you, not for a financial institution.

If you have any questions give us a call or email us.

Payment Methods

CashCheques
ABN
82 056 697 342
ACN
056 697 342
Staff
1-10
Established
1986
Also trades as
Ursula Boorman

Products and Services

Direct Advisers - Promotion

Services

Aged Care, Annuities, Bonds, Budgeting, Centrelink, Consultations, Estate Planning, Gearing, Insurance, Investment Strategies, Investments, Life Insurance, Loans, Managed Funds, Managed Investments, Money Market Accounts, Mortgages, Pensions, Portfolio Management, Redundancy, Retirement Planning, Savings Accounts, Shares, Superannuation, Unit Trusts

Offering

Commercial

Features

Certified, Fee For Service, Guaranteed, Independently Owned, Licensed, No Entry Fees, Registered, Wholesale

Issues

Retirement, Retrenchment

Catering To

Individuals

Keywords

Coaching, Superannuation, Finance, Financial, Independently Owned, Aged Care, Planning, SMSF, Advisers, Investment

FAQs

  • What can we help you with?

    Financial planning, investment advice, superannuation, investment portfolio management, financial coaching, ethical investment, financial planning research, aged care advice.

  • How can coaching help me?

    Our coaching will: Assist you to identify specific goals and then reach those goals faster and with ease, provide you with the tools, perspective and structure to accomplish more through a process of accountability, Reframe beliefs and create a point of focus for you to reflect upon.