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FIND AN ADVISER

Financial advice helps you make decisions about your money. It isn't just about choosing what to invest in - rather it involves considering your financial objectives, situation or needs and looking at all the financial options to help you achieve your goals in the short, medium and long term. A financial adviser will work with you to:

  • Set your financial goals
  • Devise strategies to reach your goals
  • Choose investments that suit your needs
  • Make informed financial decisions

 

What type of need financial advice do I need?

There are two broad definitions of types of financial advice in Australia. Financial advice helps you make decisions about your money and can be tailored to your situation (personal advice) or general financial information (general advice).

Personal financial advice: Where a financial adviser provides you with personal financial advice, they must provide you with a Statement of Advice (SOA).

General financial advice: the product adviser can only provide general information regarding financial products but is not recommended as to its suitability for the client.

2020 DIRECTINVEST can provide general information and advice on financial products and services we offer and can help you find an adviser who can provide you with personal financial advice. Please complete our enquiry form.

Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

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