Dixon Advisory can help you build your wealth with quality advice from one of our highly qualified Financial Advisors.
Strategies to help you build your wealth may include:
- establishing a self managed super fund (SMSF)
- minimising tax through strategies such as co-contributions and salary sacrificing, and
- investments such as direct shares, listed investment companies (LICs), investment funds and direct residential property.
Your Financial Advisor will meet with you to discuss your individual situation and then develop appropriate financial strategies based on your current financial situation, your attitude to investment risk, and your short, medium and long term investment goals.
When developing your financial strategy, your Financial Advisor will take into account your current financial situation including your:
- income from all sources including salary, investment returns and rental income
- current tax situation including any salary packaging options
- assets and liabilities
- dependants, if any
- superannuation.
From this information, your Financial Advisor will develop a detailed Statement of Advice that will include all the relevant information you have provided and outline appropriate strategies to help you achieve your financial goals.
Read profiles of our Financial Advisors who can help you build your wealth.
Learn about protecting your wealth.
Learn about planning your retirement.
Contact us to find out how we can help you build your wealth.
Why use salary sacrificing?
Tina Wilson, Director of Technical Services, outlines the strategy of salary sacrificing to super - what it is, the benefits and what to consider before using it.
“We have been most satisfied with all aspects of Dixon Advisory’s service… The financial advice provided by our advisor has proved invaluable.” Barbara Trewin & Anthony Pelling 2010 Read more testimonials >>