Direct Advisers Pl , Port Macquarie

If you have shares you wish to sell, but do not want to set up an online stockbroking account, you can take advantage of Direct Adviser’s stockbroking service. This service has proved popular with people who may have only one or two shares for example. It is also available for use by legal firms when winding up a deceased estate.

we take the time to really understand your current situation and future goals, so we can make suitable investment recommendations. We will only recommend an investment to you after considering its suitability for your individual objectives, financial situation and needs. We also explain the reasons and risks associated with any investment recommendation in plain language to ensure you are comfortable every step of the way.

we take the time to really understand your current situation and future goals, so we can make suitable investment recommendations. We will only recommend an investment to you after considering its suitability for your individual objectives, financial situation and needs. We also explain the reasons and risks associated with any investment recommendation in plain language to ensure you are comfortable every step of the way.

Insurance is one of the most neglected aspects of a person’s financial plan, and yet it can be one of the most important. That’s why Direct Advisers provides personal and business risk specialist services to help you prepare and plan for the unthinkable. We offer a free review and analysis of your personal andor business risk insurance needs to uncover any gaps in your current cover. Our access to a broad range of providers ensures we are able to offer fully researched insurance solutions that provide the best possible cover at the best cost, to suit your personal situation, goals and objectives.

You never know what life will throw at you, but you do know you want to protect your family’s future. Should something unexpected happen, insurance against death, illness or injury is an important financial safety net for your family, dependents and business partners. Personal and business insurance can help provide financial security and peace of mind for you and your family. There are countless insurance providers and a range of insurances available covering numerous situations, including cover for up to 50 trauma events including cancer, heart attack and cognitive loss.

Financial advice can help you achieve your lifestyle goals at any age and any stage - whether you are saving for your first home or buying your tenth property, whether you are just starting out in your career or ready to retire. Our experienced advisers can help you understand your current situation, define your goals and help you put a plan in place to reach them. And because we are paid on a fee for service basis, you pay only for the level of advice you need.