Dixon Advisory is Australia’s leading independently owned financial advisory firm. We help more than 15,000 families with their superannuation and financial affairs including over 3,500 with self managed super funds (SMSFs).

We can help you achieve the lifestyle you want by providing expert advice from our highly qualified advisors on superannuation, investments, financial strategies, property investment, estate planning and wealth protection.

Our professional advisory team take a holistic approach, tailoring financial strategies and advice to maximise your individual financial situation, including to help you:

         • build your wealth

         • protect your wealth

         • plan for your retirement, and

         • make the most of a redundancy.

We can provide you with financial strategies that reflect your individual situation and goals, taking into consideration your:

         • income

         • tax position

         • salary packaging options 

         • current investments and superannuation.

Building your wealth
We can help you build your wealth using strategies to help you maximise your investments and minimise your tax obligations.

Depending on your situation, these can include:

         • tax effective investments through self managed super (SMSFs)

         • investing in property through your personal portfolio or SMSF.

Learn more about building your wealth.

Protecting your wealth
Protecting your wealth is vitally important, but often overlooked. We can help you protect your wealth for you and your family should the unexpected happen through:

         • life and disability insurance through your superannuation, and

         • protecting your income and cover for traumatic illness.

Learn more about protecting your wealth.

Planning your retirement
To live the lifestyle you want in retirement, it’s important to start planning as early as possible.

We can help you:

         • establish and administer a self managed super fund

         • invest in your self managed super fund

         • protect your retirement capital, and

         • manage pension income streams through your SMSF.

Learn more about planning your retirement.

Advice on redundancy
We can help you with a redundancy by providing advice on:

         • the financial effects of accepting a redundancy

         • tax treatment of lump sums from your employer

         • your choices in relation to defined benefit schemes such as CSS and PSS as well
           as other superannuation options 

         • eligibility for Centrelink assistance; and

         • managing debt and personal insurances.

Learn more about how Dixon Advisory can help you with advice on redundancy.

Read profiles of our Financial Advisors:
         • NSW
         • ACT
         • VIC 

Contact us to find out how we can help you with financial strategy advice.




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