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Who We Are
At Direct Advisers, we believe that everyone deserves to live their best life, free from financial stress and worry. With over 35 years of experience providing financial peace of mind to clients across Australia, you can trust us to understand, care, and help. Our team of experts is committed to enhancing your quality of life by providing personalized financial advice that takes the stress and worry out of managing your money.
Our Philosophy
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. Our relationship with you is a true partnership, built on honesty, trust, and a deep understanding of your unique situation.
Our Services
At Direct Advisers, we offer a wide range of financial services designed to help you achieve your goals and secure your financial future. Our services include:
- Financial Advice: We take the time to listen and truly understand your lifestyle and goals before tailoring solutions to help you maintain and achieve them.
- Retirement Advice: We help you make your next years your best years with personalized retirement planning strategies.
- Aged Care Advice: We provide guidance in navigating aged care and help you make informed decisions about your future.
- SMSF Advice: We give you complete control of your finances with our expert SMSF advice.
- Life's Transitions: We develop strategies to help you manage financial change and uncertainty.
- Investment Advice: We create a master plan to grow your wealth and secure your financial future.
Our Team
Our team of experts is dedicated to providing exceptional service and personalized attention to each and every client. Our team includes Ursula Boorman, Managing Director, Peter Rodgers, Investment Strategist, Trevor Boorman, Administration Manager, and Megan, Client Support. Together, we are committed to helping you achieve your financial goals and living your best life.
Overview of Reviews
The reviews are overwhelmingly positive, with both reviewers expressing their trust and satisfaction with the services provided by Direct Advisers.
Trust and Communication
One of the key themes that emerges from the reviews is the importance of trust and effective communication. Leonie Mcguire praises Ursula and her team for being skilled financial advisers and excellent communicators, stating that she can trust their advice at all times. This trust is critical, especially during uncertain times, and Leonie is grateful to be a client of Direct Advisers.
Personalised Service
Another theme that is highlighted is the personalised service provided by Direct Advisers. Sue Jogever notes that Ursula Boorman is the only independent female financial adviser in Port Macquarie who provides a tailored and professional service to her clients.
Key Strengths
The key strengths of Direct Advisers, as highlighted by the reviews, include:
- Trustworthy advice
- Excellent communication
- Personalised service
- Professionalism
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