“I have contacted Dixon Advisory’s advisors to obtain advice on share placement and to assist with the tax implications of shares that were part of an inheritance. I have also contacted the advisors in relation to minimising tax implications in relation to the investments in my SMSF and minimising my personal tax liabilities. I have also sounded out the advisors in relation to strategic planning in my retirement. On each occasion I have received, prompt, courteous and above all relevant advice that was “spot on” for my needs.
“A reputable advisory firm should inspire confidence in their advice, demonstrate great depth of knowledge, have an appropriate and well-briefed advisor when needed and be receptive to client needs.
Dixon Advisory meets each of these characteristics and meets the client challenge well, by utilising its collective well of experience and its impressive depth of resources.
“It is most helpful that, with Dixon Advisory, all fees for its services are made known to clients in advance, and are reasonable.”
Testimonial - Roger Macleod Mackay
2010
“Although I have a comfortable ComSuper fortnightly pension, the Dixon Advisory’s strategies ensure that my lump sum invested in the Self Managed Superannuation Fund grows steadily, and provides me with a guaranteed annual stream of pension income to supplement the ComSuper pension – a wonderful overseas trip each year. It has also provided mechanisms for considerably reducing the tax payable on my ComSuper pension – spending money for those overseas trips. I find it all such a stress-free process.
“My late husband and I knew from friends’ experiences that Dixon Advisory was a leading advisory firm in relation to superannuation, particularly ComSuper payouts and Self Managed Superannuation Funds, so we sought advice from them on the best way to proceed in our retirement. The full range of services makes sense – one firm you trust, with a designated Financial Advisor who devises a strategy best suited to individual needs which can change over time; an Account Manager who oversees the day to day management of the SMSF; and an Investment Advisor to manage the investment portfolio. In short – a tried and true, trusted team for us to manage all those aspects of our SMSF - its investment portfolio, income stream, taxation issues, estate planning, and financial strategies to maximise our portfolio.
“Although all superannuation and investment portfolios have been hit by the recent international economic crisis, Dixon Advisory immediately commenced strategies to minimise the risk to our SMSF holdings. The strategy has been successful, as witnessed recently by the return to growth in the value of my SMSF.
“My children and friends have been extremely pleased with the advice, applied it, and reaping the financial benefit. My recently married son and his wife met with my Financial Advisor last year to talk through consolidation of car loans and borrowing some of the equity in their home. They were hesitant at the thought of talking to a stranger about their financial concerns, but told me that it was a very informative, non-threatening experience, and that the Financial Advisor had been so very patient with their ‘naive’ questions. They have followed Dixon Advisory’s advice to the letter. The strategy enabled them to reduce the amount of equity borrowing, consolidate their loans, pay out loans on two cars, reduce loan repayments considerably; and provided them with more expendable cash each fortnight. They are extremely pleased with the outcome – particularly the savings of thousands of dollars in interest payments. Thank you Dixon Advisory!.
“None of the wonderful people I deal with weekly either in person, telephone or email, make me feel inadequate about my naive knowledge of the financial world. My Financial Advisor will literally draw pictures when I don’t understand a concept, ensuring I understand my financial position and future strategies before I agree to them. They do not get upset if I don’t agree with a strategy or only want to implement some of it – after all, it is my money.
“I think it is extremely important to establish a trusting relationship with those handling your superannuation funds – whether it be cash, investments or an SMSF. I certainly have that at Dixon Advisory, and trust them implicitly to expertly manage my funds. This they have done – exceedingly well.”
Testimonial - Mary Elizabeth Gaskill
2010
“In a period of uncertainty as to where to invest and with which sectors - Dixon Advisory has given peace of mind and direction.”
Testimonial - Guy William Everingham
2010
“I chose to establish an SMSF because I had control, and a say in how my investments were made.
“In comparison to my previous SMSF provider Dixon Advisory provides more information such as regular seminars, a personal Account Manager and a separate Investment Advisor, so I am much better informed. I receive quarterly reviews and am able to speak with my Manager or Advisor at any time, plus of course the ability to establish a personal professional relationship with them.”
Testimonial - John McCaffrey
2010
“After considerable investigation, we opted for Dixon Advisory and after meeting with Darren Howard and other members of your Team, both of us spontaneously agreed, your straight talking and easy to understand explanations of your services warranted our business.
“Since the signing of our Trustee document in September 2008, our decision has been validated by the professional approach of the Team and have certainly lived up to everything, and probably more than what was discussed in our initial meeting.
“We have no reservations in recommending Dixon Advisory to our family and friends as Advisors to their super funds.”
Testimonial - Richard & Barbara Batton
2010
“We referred others to this service because we had confidence in the services provided by Dixon Advisory. They have credibility and are up front in their advice and product information. The seminar sessions provide an opportunity to find out more about some of the strategies or funds that are available.
“We have respect for the services provided and believe it is a very credible and honest service to help the average retiree manage their retirement funds in the most effective way.”
Testimonial - Rasa & Mindaugas Mauragis
2010
“Dixon Advisory was recommended to us as a company who could provide an honest all up approach to our financial needs. We have found the experience to be very rewarding with approachable staff who are happy to go the extra yard to ensure that we are aware of our changing financial situation and available options.”
Testimonial - Chris & Elizabeth Osborn
2010
“We joined Dixon Advisory on the recommendation of current clients and because of Dixon Advisory’s reputation. We have been most satisfied with all aspects of the service provided. The financial advice provided by our advisor has proved invaluable and Max’s Thoughts are very informative.”
Testimonial - Barbara Trewin & Anthony Pelling
2010