Welcome to Direction Financial Planning

Direction Financial Planning was established to provide a comprehensive, fee-based financial planning service to Direction Accounting clients and those seeking assistance to reach their financial goals.

Direction Financial Planning is independently owned and as a ‘fee only’ firm, we do not accept commissions or rebates from fund managers or product issuers.

Although we service clients around the country, we are based in the Port Macquarie region and particularly enjoy servicing the local community.

We work along-side our Direction Accounting partners giving clients the benefit of two professionals developing integrated strategies to ensure you receive consistent advice, resulting in a stronger financial position.

This is particularly beneficial for those who have, or are considering structures like family trusts, companies and self managed superannuation funds.