TRUE DIRECTION FINANCIAL ADVISORS
Located in Sydney, we are here to help you make the correct choices for life’s important financial decisions.
No doubt you have ideas about what you want in life. Taking practical steps towards creating a better life for you begins with the right financial plan. Sometimes a small but smart decision can have a significant impact.
We engaged True Direction Financial as we initially required advice on Superannuation and help with ensuring we were in the right funds. Paul and Cath provided expert advice and analysis of various options and costs involved, and did all the work to transition us to new funds. We are extremely happy where we are today with our Superannuation. Furthermore, we faced some challenges as a result of COVID-19 and Paul and Cath have been unbelievably supportive, always checking in, and providing advice to steer us through it.
– Rob J
Cath and Paul have been great to work with. They spent time with us to get a clear understanding of what our needs are and offered suggestions and options of which we are already seeing benefits. Thank you.
– Mary V
Paul and Cath have been instrumental in creating financial stability and confidence for my family and I would highly recommend their professional and friendly financial advise service to anyone no matter what stage of life they are in.
I have found True Direction to be extremely helpful and their advice easy to understand. I feel more secure about my financial future.
As someone who has no training in finance or economics, Cath and Paul have gone out of their way to explain financial concepts and market trends very clearly. Their regular, transparent reports and their ongoing engagement with me and my portfolio give me confidence that the investments over the past year since engaging their services are the right ones to meet my needs.
I am very happy with the advice and service from Cath and Paul. We now both feel secure and content with the advice and guidance given for our financial future.
We needed advice on everything (mortgage, superannuation, savings, insurances etc). True Direction have given us the guidance we needed to set things up for our future. I trust Paul and Cath and would highly recommend them to anyone!
Cath has been an absolute pleasure to work with and has made planning for retirement a lot clearer and achievable. She takes the time to get to know you as an individual which is crucial as everyone's situation is different. I feel much more confident about the future now.
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The information on this website is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should consider your own circumstances. Information is current at the date of issue and may change. Taxation, legal and other matters referred to on this website are of a general nature only and are based on Amalgamated Financial Services interpretation of laws existing at the time and should not be relied upon in place of appropriate professional advice. Those laws may change from time to time.
True Direction Financial Pty Ltd ABN 61 621 097 952 is an authorised representative of Amalgamated Financial Service Pty Ltd ABN 42 060 673 814 Australian Financial Services and Australian Credit Licence No 407238
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