At Dixon Advisory, we can help you with all aspects of investing to ensure your investments are well positioned for your medium and long term investment goals while also taking into account current market conditions.
With our focus on long term performance rather than short term gains, your individual Investment Advisor can help you with:
- expert advice on managing your investment portfolio
- diversifying your investments across all major asset classes
- regular monitoring of your portfolio, making adjustments according to your risk profile, investment goals and prevailing market conditions.
Our investment philosophy is based on Executive Chairman, Daryl Dixon, and Deputy Chairman, Max Walsh’s proven investment strategies and practical experience that has proven so successful over many years.
Our committee approach to investing
Dixon Advisory adopts a committee approach to investment advice.
All aspects of the investment process, from the broad strategy to individual client recommendations, are discussed and agreed to by members of the Investment Committee. Your Investment Advisor then incorporates these recommendations into your individual investment strategy.
Learn more about our committee approach to investing and the benefits it provides to our clients.
Learn how our Investment Committee helped clients through the GFC.
Investing in your SMSF
Dixon Advisory currently helps more than 4,000 Australian families with their SMSFs with a combined value of over $4 billion in assets.
We can help you with all aspects of investing in your SMSF, including managing your investment portfolio, recommending appropriate investments and all reporting and paperwork.
Learn more about investing in your SMSF.
Learn how we can help you construct your investment portfolio.
Why choose Dixon Advisory to help you invest in your SMSF.
Read profiles of our Investment Advisors.
Contact us about how we can help you with investing.
“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.” Joy & Len Sheargold, 2010 Read more testimonials >>