With our Platinum, Gold and Silver services, we offer greater transparency and control over how you utilise the comprehensive range of services available from Dixon Advisory.
You remain in control by choosing the level of service that best suits your individual needs and budget. You also have the flexibility to take advantage of our other services as you need them, or to change service levels as your circumstances change.
Services available from Dixon Advisory
At Dixon Advisory, we believe we have one of the most comprehensive financial strategy and SMSF administration services available.
Our professional services include:
Whether you require a highly professional SMSF administration service while managing your own financial strategies and investments, or a comprehensive service incorporating financial strategies, investment strategies, estate planning and tax advice in the one annual fee, Dixon Advisory has a package to cater for your needs.
Our service packages
Platinum service
We also offer a Platinum service for clients with complex personal or family financial structures with multiple investment vehicles.
With our Platinum service, you receive our full SMSF service, investment and financial advice, estate planning and insurance advice with one annual appointment and all drafting, plus personal taxation services included at no charge.
Learn more about our Platinum service.
Gold service
With our Gold service, you receive our full SMSF service, investment and financial advice. For a discount fee, you can also receive estate planning and insurance advice with one annual appointment and all drafting, plus personal taxation services.
Learn more about our Gold service.
Silver service
With our Silver service, you receive our full SMSF service plus investment advice. Other services are available on a fee for service basis.
Learn more about our Silver service.
Contact us about our services.
“The full range of services makes sense – one firm you trust, with a designated Financial Advisor who devises a strategy best suited to your 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.” Mary Elizabeth Gaskill 2010 Read more testimonials >>