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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.


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