Direct Advisers is a boutique, privately owned financial planning practice. We have been providing tailored solutions to help clients achieve their financial and lifestyle goals for more than 30 years. Our purpose is to help you achieve financial security so you can improve your quality of life.
We do this by taking the time to understand your objectives, empowering you to make informed decisions, and providing honest advice of the highest quality.As a privately owned practice we work for you, not for a financial institution. We are are passionate about building personalised, long term partnerships with clients, and our clients enjoy the comfort and security of dealing with people they know and trust.
We do this by taking the time to understand your objectives, empowering you to make informed decisions, and providing honest advice of the highest quality.As a privately owned practice we work for you, not for a financial institution. We are are passionate about building personalised, long term partnerships with clients, and our clients enjoy the comfort and security of dealing with people they know and trust.
Services
At Direct Advisers we are dedicated to providing financial confidence, security and direction to help our clients achieve their financial and lifestyle goals. Established in 1986, Direct Advisers is a boutique, privately owned financial planning practice. For more than years we have been helping clients achieve their lifestyle aims, plan for retirement, protect their wealth and their family's future, and build strong financial foundations.
Our aim is to understand your situation, needs and objectives, so that we can tailor an appropriate strategy that fits you. We see ourselves as advisers working for you, not sellers of financial products working for a financial institution. Our methodology is to develop appropriately tailored strategies before selecting investments.
Ursula Boorman holds a Bachelor of Economics degree, a Diploma of Financial Planning and is a Certified Financial Planner. Ursula is also an SMSF Specialist AdvisorTM. She has worked in banking and financial services since 1988.
Ursula is particularly skilled in developing the financial strategies that enable clients to achieve their goals through her understanding of the way that superannuation, taxation and social security legislation interact with each other.Ursula is passionate about giving clients the confidence they need to take control of their financial situation and provides strategies to help them plan for their future.
Ursula is particularly skilled in developing the financial strategies that enable clients to achieve their goals through her understanding of the way that superannuation, taxation and social security legislation interact with each other.Ursula is passionate about giving clients the confidence they need to take control of their financial situation and provides strategies to help them plan for their future.
The team at Direct Advisers can provide you with financial confidence, security and direction to help you achieve your financial and lifestyle goals. Financial advice can help you achieve your lifestyle goals at any age and any stage - whether you're saving for your first home or buying your tenth property, whether you're just starting out in your career or ready to retire.
We work for you, not a financial institution. As a privately owned financial planning firm, we stand by the integrity of our advice. We develop long term relationships with our clients, based on trust and transparency. As a client of Direct Advisers you can expect that your best interests will be placed first, every step of the way.
Reviews (1)
Sue Jogever
Sep 13, 2013
Report
