Direct Advisers - Port Macquarie, New South Wales

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Direct Advisers: Expert Financial Solutions in Port Macquarie

Located at Upstairs, Suite 2/106 William St, Port Macquarie NSW 2444, Australia, Direct Advisers is a top financial consulting firm committed to providing exceptional financial advice and services to their clients. With a phone number of 265837588, clients can easily reach out to the team for any inquiries or to schedule an appointment. The firm's website, directadvisers.com.au, provides comprehensive information about their services and offerings.

Direct Advisers specializes in financial consulting, aged care, and superannuation consulting. They understand the unique financial needs of individuals and work closely with each client to develop customized solutions that cater to their specific requirements.

For the convenience of their clients, Direct Advisers offers several other points of interest, including online appointments, on-site services, wheelchair-accessible parking and entrance, wheelchair-accessible seating, gender-neutral toilets, and a free parking lot. This commitment to accessibility ensures that all clients can receive the high-quality financial advice they deserve.

With a solid reputation in the community, Direct Advisers has garnered 3 reviews on Google My Business, and they hold an impressive average rating of 5/5. Clients praise the firm for its expert financial management, personalized attention, and the confidence their advisors instill in them. One satisfied client shared, \"I have been with Direct Advisers since I have retired. They not only expertly manage my finances, but Ursula has a way of gently prompting some important reality checks and putting everything in perspective.\" This testimonial exemplifies the exceptional service and dedication to their clients that Direct Advisers provides.

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👍 Reviews of Direct Advisers

Lorelle C.

5/5

I have been with Direct Advisers since I have retired.They not only expertly manage my finances, but Ursula has a way of gently prompting some important reality checks and putting everything in perspective. The confidence that I have in their management of my finances, has freed me up to have an amazingly adventurous retirement.

leonie M.

5/5

Ursula and her team at Direct Advisers are skilled financial advisers and excellent communicators. I have always known from my experiences, as a client for many years, that I can trust their advice at all times. Trust is critical during these uncertain times, and I am grateful to be a client of Direct Advisers. They absolutely have my best interests at the heart of all their advice to me.Thankyou Direct Advisers!

Sue J.

5/5

Ursula Boorman is the only independent female financial adviser in Port Macquarie who provides a personalised and professional service to her clients.