Recent Testimonials

“We have found the advice and recommendations well researched and tailored to our situation...."

“The administration of our SMSF by Dixon Advisory has taken the day-to-day responsibilities, and associated worries, of maintaining the fund from us. With the ongoing compliance monitoring required by legislation regulators, we now rely on the professional advice and support provided by Dixon Advisory.

“We have access to a dedicated Financial Advisor, Investment Advisor and Account Manager who, as a team, provide advice specifically designed to our investment profiles and needs. Each advisor (a specialist in their respective field) is fully familiar with those needs, and in a cooperative and coordinated approach provides continuity of services within the SMSF management.

“We have found the advice and recommendations well researched and tailored to our situation. All dealings have been professional and friendly.

“Strategies have been implemented efficiently and in an open and cost effective manner.

“To a large degree, Dixon Advisory is responsible for our ongoing financial security which has enabled us the opportunity for a long, enjoyable and financially stable retirement.”

"The strategies implemented by Dixon Advisory over five years ago enabled us to retire comfortably and sooner than expected..."

“The strategies implemented by Dixon Advisory over five years ago enabled us to retire comfortably and sooner than expected, and furthermore, Dixon Advisory has kept us abreast of the various changes in legislation over the years allowing our super fund, as well as our personal finances, to be tax effective.

"When we first became clients of Dixon Advisory we were completing all our own superannuation financial records employing an Accountant as well as an Auditor. Since using Financial Advisory Services with our own Dixon Advisory Account Manager, we have been relieved of the tedious task of doing our own financial books and submitting to the Tax Department, enabling us to enjoy the freedom of retirement and travel. The fee for service is actually less than what we were paying for the Accountant and Auditor.”

"A reputable advisory firm should inspire confidence in their advice, demonstrate great depth of knowledge, ...and be receptive to client needs..."

“I have contacted Dixon Advisory’s advisors to obtain advice on share placement and to assist with the tax implications of shares that were part of an inheritance. I have also contacted the advisors in relation to minimising tax implications in relation to the investments in my SMSF and minimising my personal tax liabilities. I have also sounded out the advisors in relation to strategic planning in my retirement. On each occasion I have received prompt, courteous and above all relevant advice that was “spot on” for my needs.

“A reputable advisory firm should inspire confidence in their advice, demonstrate great depth of knowledge, have an appropriate and well-briefed advisor when needed and be receptive to client needs.

"Dixon Advisory meets each of these characteristics and meets the client challenge well, by utilising its collective well of experience and its impressive depth of resources.

“It is most helpful that, with Dixon Advisory, all fees for its services are made known to clients in advance, and are reasonable.”

"...it is extremely important to establish a trusting relationship with those handling your superannuation funds..."

“Although I have a comfortable ComSuper fortnightly pension, Dixon Advisory’s strategies ensure that my lump sum invested in my self managed superannuation fund grows steadily, and provides me with a guaranteed annual stream of pension income to supplement the ComSuper pension – a wonderful overseas trip each year. It has also provided mechanisms for considerably reducing the tax payable on my ComSuper pension – spending money for those overseas trips. I find it all such a stress-free process.

“My late husband and I knew from friends’ experiences that Dixon Advisory was a leading advisory firm in relation to superannuation, particularly ComSuper payouts and self managed superannuation funds, so we sought advice from them on the best way to proceed in our retirement. The full range of services makes sense – one firm you trust, with a designated Financial Advisor who devises a strategy best suited to individual needs which can change over time; an Account Manager who oversees the day-to-day management of the SMSF; and an Investment Advisor to manage the investment portfolio. In short – a tried and true, trusted team for us to manage all those aspects of our SMSF - its investment portfolio, income stream, taxation issues, estate planning, and financial strategies to maximise our portfolio.

“Although all superannuation and investment portfolios have been hit by the recent international economic crisis, Dixon Advisory immediately commenced strategies to minimise the risk to our SMSF holdings. The strategy has been successful, as witnessed recently by the return to growth in the value of my SMSF.

“My children and friends have been extremely pleased with the advice, applied it, and reaping the financial benefit. Thank you Dixon Advisory!

“None of the wonderful people I deal with weekly either in person, telephone or email, make me feel inadequate about my naive knowledge of the financial world. My Financial Advisor will literally draw pictures when I don’t understand a concept, ensuring I understand my financial position and future strategies before I agree to them. They do not get upset if I don’t agree with a strategy or only want to implement some of it – after all, it is my money.

“I think it is extremely important to establish a trusting relationship with those handling your superannuation funds – whether it be cash, investments or an SMSF. I certainly have that at Dixon Advisory, and trust them implicitly to expertly manage my funds. This they have done – exceedingly well.”

“In a period of uncertainty as to where to invest and with which sectors - Dixon Advisory has given peace of mind and direction.”

“I chose to establish an SMSF because I had control, and a say in how my investments were made..."

“In comparison to my previous SMSF provider, Dixon Advisory provides more information such as regular seminars, a personal Account Manager and a separate Investment Advisor, so I am much better informed. I receive quarterly reviews and am able to speak with my Manager or Advisor at any time, plus, of course, the ability to establish a personal professional relationship with them.”

“We referred others to this service because we had confidence in the services provided by Dixon Advisory..."

"They have credibility and are up front in their advice and product information. The seminar sessions provide an opportunity to find out more about some of the strategies or funds that are available.

“We have respect for the services provided and believe it is a very credible and honest service to help the average retiree manage their retirement funds in the most effective way.”

"We have found the experience to be very rewarding..."

“Dixon Advisory was recommended to us as a company who could provide an honest all up approach to our financial needs. We have found the experience to be very rewarding with approachable staff who are happy to go the extra yard to ensure that we are aware of our changing financial situation and available options.”

"I felt Dixon Advisory placed my interests first when it came to recommending insurance over..."

“Dixon Advisory’s insurance service allowed me to fully understand all my family’s insurance requirements and they found the most suitable providers to make sure I was fully protected. At all times, I felt Dixon Advisory placed my interests first when it came to recommending insurance cover.”

Alan Tongue, Captain, Canberra Raiders, 2011

"We have been most satisfied with all aspects of the service provided..."

“We joined Dixon Advisory on the recommendation of current clients and because of Dixon Advisory’s reputation. We have been most satisfied with all aspects of the service provided. The financial advice provided by our advisor has proved invaluable and Max’s Thoughts are very informative.”

“We feel we belong to a welcoming financial organisation which is very professional, gives individual attention and has our best interests at heart."

“We have found that Dixon Advisory has helped us understand and become aware of the many financial implications of tax effective investment for our retirement planning. We are given current, reliable investment advice on a regular basis while retaining personal freedom to develop our own portfolio within the context of our investment strategy.

“We had sought and received investment advice from Daryl Dixon over many years so were confident in establishing a self managed superannuation fund within the management framework offered by Dixon Advisory. It has proven to be a wise decision as it has given us positive financial results through advising us of appropriate investment strategies. We have appreciated the personal contact established with our Investment Advisor, Account Manager and broker, all of whom understand and respect our investment philosophy and keep us informed, and promptly respond, to any enquiry we make.

“We feel we belong to a welcoming financial organisation which is very professional, gives individual attention and has our best interests at heart."