Direct Advisers

Direct Advisers is a superannuation and investment firm based in Port Macquarie. It was founded in 1986 by Peter Rodgers, and has over 40 years of experience. Ursula Boorman is the Managing Director. Peter Rodgers is the Investment Strategist, Trevor Boorman is the Administration Manager, and Megan works in Client Support. The firm provides financial advice, retirement advice, aged care advice, SMSF advice, life transitions strategies, and investment advice.

Retirement and superannuation guidance forms the core of the work described by clients of this Port Macquarie practice. Ursula Boorman is named repeatedly, with reviewers highlighting a professional yet approachable manner and an ability to prompt important reality checks that keep finances in perspective. Trevor and Megan are likewise mentioned for supporting clients across many years, and the wider team is characterised as personable and ready to respond to questions. Customers describe the confidence that came from having retirement finances managed, noting that recommendations were consistently directed towards their benefit and security.

Trust emerges as a frequent theme, particularly in uncertain periods, and one retiree credits the guidance with enabling a more adventurous retirement. A first-time client recalls arriving unsure of direction yet leaving an appointment feeling lighter and reassured, having been hesitant about consulting a financial planner beforehand. The recurring thread is that clients feel genuinely cared for, with communication remaining clear and responsive over years of service. What stands out is the consistency of that support, with long-standing clients expressing gratitude for advice that answers their questions and places their interests first.