We find that many people have the same questions initially. We have put together a list of Frequently Asked Questions (FAQs) that you might find helpful:
How much money or assets do I need to have for Dixon Advisory to advise me?
We do not prescribe minimum income or asset levels for clients. The situation of each individual is unique and equally important. Dixon Advisory will look at your situation and help you with a strategy that is best for you.
I don't know much about finance - will I understand what Dixon Advisory has to say?
Our Advisors have been explaining complex issues in everyday language for many years. Your Advisor is there to help. If ever you do not fully understand, please ask.
Is Dixon Advisory familiar with my particular superannuation fund?
We are experts in federal and state superannuation schemes and university superannuation. We are also familiar with industry and private funds.
Can Dixon Advisory deal with Do It Yourself or Self Managed Super funds?
We offer a wide ranging service to help people set up and manage their self managed superannuation fund. Our services include establishment of the fund, preparation of audit and tax return, as well as maintaining all records and accounts if necessary.
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Can Dixon Advisory rebate the commissions on my managed funds or cash management accounts?
Yes. When Dixon Advisory helps you invest in managed funds, we retain no commission. If there is a trailing commission, we can help you access it by receiving it into our trust account, and rebating it to you (less an administrative fee). Dixon Advisory can do this with new investments as well as existing investments. If you have invested in a managed fund with the assistance of a financial planner, or a discount broker, you are likely to be paying a trailing fee. This fee could be up to 0.825% per annum of your investment.
Click here for details on how Dixon Advisory can help you to get this money back.
How is the Mortgage Advisory fee service structured?
For your information we do not charge you directly for the Mortgage Advisory Service. Lenders will pay us if we arrange a loan and it settles and the commissions are disclosed in our Finance Broking Contract. We will only make recommendations that will save you money or put you in a better position strategically.
As well as offering a range of loans and lenders we aim to take the hassle out of arranging the loan by helping with the paperwork and following up as necessary. You will also have a point of contact within Dixon Advisory for all your lending needs.
Does Dixon Advisory give advice on specific investments?
Yes, Dixon Advisory offers a full service Investment Advisory Division based on Daryl Dixon’s proven investment strategies. Dixon Advisory are experts in constructing portfolios that achieve the long-term financial goals of their clients. Using a combination of listed investment companies, fixed interest investments and international shares, Dixon Advisory tailor every individual portfolio to suit the needs of each investor.
Click here for more details of Dixon Advisory’s Investment Advisory Services.
Can Dixon Advisory help with redundancy and retirement taxation rules and possible strategies?
These are two of our major areas of expertise. We also have a detailed knowledge of the social security rules and of ways to maximise relevant government benefits.
Does Dixon Advisory have a financial tie up with any organisation?
We are completely independently owned operating primarily on a fee for service basis. We hold our own Australian Financial Services Licence (AFSL), which means our Investment recommendations are not influenced by external organisations. We are able to offer Investment solutions from a range of financial institutions, but we receive no substantial kickbacks or benefits from any referrals we make. We rebate all but a $150 per annum (plus GST) administration fee on any commissions we would receive on Investment products. At the time of writing, and to our knowledge, Dixon Advisory are the only advisors in Australia providing such a comprehensive rebate of the applicable trailing fees.
If you have questions not answered on this page, please call us on 1300 852 017 or contact us by email at
info@dixon.com.au