Dixon Advisory offers a comprehensive range of advisory services to help create, build and protect your wealth.
Financial strategy advice
Our Financial Advisors provide expert financial advice to reflect your unique situation. We consider your income, tax, salary package options and superannuation to help you achieve your individual financial goals.
Our Financial Advisors work with Daryl Dixon’s original philosophy: ‘only provide advice we follow ourselves’. Our Financial Advisors have extensive financial experience navigating Australia’s complex taxation, social security and superannuation systems and can pass that experience onto you.
Learn more about our Financial Advisory services.
Self managed super fund administration
We provide comprehensive SMSF administration services and advice to over 4,000 SMSFs with assets in excess of $4 billion.
We offer two specialist SMSF services. Firstly, we can work with you to establish your SMSF, and we can also provide a full ongoing SMSF administration service.
We offer a transparent, capped fee structure. This allows many clients to manage their superannuation for less than most retail funds. We can also provide as much or as little assistance with the investment process as you require.
Learn more about our self managed super fund service.
Investment advice
With our investment advisory service, you have a personal relationship with your own Investment Advisor. This includes regular discussion to ensure that you have the appropriate asset allocation and risk tolerance to achieve your personal goals.
Dixon Advisory adopts a committee approach to investing with all aspects of the investment process discussed and agreed to by members of the Investment Committee. The committee meets regularly to discuss investment strategies, market conditions and specific securities of interest.
Learn more about Dixon Advisory investment services.
Estate planning advice and Wills drafting
Our team of legal professionals collaborate with our team of Financial Advisors and tax experts to develop a tailored strategy that provides our clients with maximum asset protection and minimum tax liability.
Learn more about our estate planning and legal services.
Personal insurance
We have a team of specialist Insurance Advisors to provide quality advice on structuring personal insurance to protect our clients’ wealth.
Learn more about our personal insurance service.
Property advisory
Our specialist Property Advisors can help you find the right residential investment property using our extensive market research. We also offer a range of loans, help with paperwork, follow up and a single contact point within Dixon Advisory.
Learn more about our property service.
US Property
With the establishment of the US Masters Residential Property Fund, of which Dixon Advisory is the Responsible Entity, the firm has set up businesses in the United States to manage the purchasing and leasing of residential properties in Hudson County, New Jersey.
Read more about Dixon Advisory's involvement with US Property.
Dixon Advisory Fees
Dixon Advisory has established a reputation as one of Australia’s leading fee-for-service financial service providers. We pride ourselves on our culture of transparency and believe fees for financial services should be fully disclosed.
Read more about Dixon Advisory fees.