About

Background

Like most people, we started our careers as employees working for someone else. During our spare time, we invested in the property and share markets and made lots of friends who became valuable contacts.

As we became more experienced, we learnt from our errors, increased our knowledge and gained formal qualifications. We realised over time that our investments could replace our salaries with passive income streams in the form of rent and dividends.

With our help, our friends and family were able to avoid the costly mistakes that we had made. Our success soon led to others seeking our help and Direct Investor was born.

Our Investment Principles

  • Share the knowledge, share the wealth
  • Harness the power of networks
  • Put your money where your mouth is
  • Be passionate about what you do
  • Spread the risk
  • Be frugal but practical
  • Invest where there is direct control

The Team

group

(L-R) Iming, Ashley and Lex

We are all professional investors with decades of direct investment experience and have all acquired and managed large property, share and superannuation portfolios through both good times and bad.

Qualifications & Affiliations

We have degrees and diplomas in both business and finance. They include:

  • Bachelor of Science
  • Bachelor of Business
  • Certificate IV in Financial Services (Finance/Mortgage Broking)
  • Diploma of Financial Services (Finance/Mortgage Broking Management)
  • Diploma of Financial Services (Financial Planning)

We are active members of the following industry and professional bodies:

PLAN MFAA
  • Mortgage & Finance Association of Australia
  • Australia Shareholders' Association
  • Professional Lenders Association Network of Australia
  • Loans Actually
  • Senior Australians Equity Release Association of Lenders
  • Credit Ombudsman Service Limited

We are not members of the Financial Planning Association and are not authorised representatives of any financial planning group(s).

This means we can only provide advice of a general nature and are not restricted to only those products on a financial planning group's authorised product list.

What Do You Pay To Us ?

For finance, property and risk management/insurance deals that we broker you pay nothing to us as we are paid a commission and/or a referral fee from product providers/third parties. You do not pay these fees and we disclose all such fees to you.

Where we would not otherwise receive a commission/fee, then a fee for service arrangement will apply.

Who Can We Help?

We help motivated individuals who want to increase their wealth.

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