About Us

Direction consists of firms with a common outlook and values with regards to clients. Direction has Accounting, Financial Planning, Residential and Commercial Finance and Business Sales businesses to provide complete servicing of your financial needs. Direction has been established on the basis of creating a community around our clients and a single access point to business and personal financial services. This provides you the client with a consistent approach when dealing with your important financial issues. Direction consists of:

Direction Port Macquarie

Direction Port Macquarie is headed up by David Ross. David is a Chartered Accountant with significant experience in business advisory. David’s focus is on helping business achieve sustainable growth through a range of business development services.

The Port Macquarie office is primarily focussed on business accounting and complex taxation advice and planning.

Areas such as Cashflow, Growth, Succession and Asset Protection are vital to your success. Direction Port Macquarie’s tailored client solutions can help with all of these areas.

Direction Wauchope

Direction Wauchope is operated by Scott Baker. As a local, Scott understands clients needs well and is an excellent communicator, making complex tax issues easy to understand.

Scott is supported by a focussed team of professionals dedicated to addressing clients tax, accounting and business management needs in a timely and efficient manner.

The team at Wauchope specialises in small to medium businesses, in particular clients in primary production and building & construction.

Direction Financial Planning.

Kath runs Direction Financial Planning which provides a comprehensive, fee-based financial planning service to Direction clients.

The focus is on strategic advice and an investment philosophy that adopts the principles of asset allocation, diversification, risk management and maximising after tax returns.

Prior to setting up Direction Financial Planning, Kath worked as a financial planner for an independent boutique firm called Strategy First Financial Planning Pty Ltd. Direction Financial Planning will continue to work closely with Strategy First, being its’ Corporate Authorised Representative’. However, it has been established as a separate business to allow a direct, tailored service to be offered to Direction clients. For more information regarding Strategy First, click here.