Our difference

Dixon Advisory is a financial advice firm supporting Australians to reach their retirement and lifestyle goals through self managed super funds (SMSFs).

Retirement is something that all Australians need to actively plan for and manage, and we partner with a wide range of people to help them achieve the goal of a secure financial future.

The advice we offer is underpinned by the support and global insights of our highly qualified Investment Committee.

Since 1986, we have grown from a local pioneer in SMSFs to a 350-strong global company of employees – including accounting, investment, estate planning, insurance, mortgage, property and financial advice specialists.

Our awards

As one of Australia’s leading holistic family wealth management firms, we continue to build on our global outlook and local reputation in financial and investment advice. Over the past five years, Dixon Advisory has earned numerous service excellence and industry awards for exceptional SMSF advice as a result of our commitment to quality service, combined with robust financial education programs that empower clients by capitalising on our knowledge.

Dixon Advisory award winning service 2018
 

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Our insights

SMSF succession planning is much more than estate planning – here’s why

David Calvert, Managing Director, Family Wealth Management

Succession planning and estate planning. In financial and legal circles, you may hear the terms often thrown around...Read more

Investing in infrastructure in the current environment

Patrick Broughton, Investment Committee Chairman

Rising US interest rates, as a result of better economic conditions and an uptick in inflation, are causing concern...Read more

In the news

Trade war no reason for share investors to be overly concerned

Not unexpectedly, several readers have expressed concern about the possible impact of the introduction of new US tariffs on...Read more

Daryl Dixon, 13 July 2018, The Canberra Times

Nerida Cole and Ishara Rupasinghe: With the new financial year upon us, what’s the latest in market news and super?

With the US-China trade war escalating, how have markets reacted and what does it mean for super fund members for the new...Read more

Nerida Cole, 11 July 2018, ABC Radio Nightlife