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:
•
diversifying your investments across major asset classes
• recommendations on
when to buy and sell appropriate investments including
ASX listed shares, Listed Investment Companies (LICs), Exchange Traded Funds
(ETFs) and Corporate Bond Funds
• expert advice on
managing your investment portfolio.
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.
Investing in your SMSF
Dixon Advisory currently helps more than 3,500 Australian families with their SMSFs with a combined value of over $3 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.
Dixon Advisory’s investment funds
To help our clients gain access to investment opportunities they may otherwise not have access to, we’ve developed a number of structured investment products that clients can choose to incorporate into their investment portfolios where appropriate.
•
Asian Masters Fund Limited
•
Australian Masters Corporate Bond Funds
•
Global Resource Masters Fund
•
Australian Governance Masters Index Fund.
Learn more about
investing in your SMSF.
Why
choose Dixon Advisory to help you invest in your SMSF.
Read profiles of our Investment Advisors:
•
NSW
•
ACT
•
VIC
Contact us about how we can help you with investing.