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strategy need to
be reviewed?

Financial health check*

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It’s a good time to review your strategy

With the recent super changes and an official cash rate still at 1.50%, it’s a good time to review your financial strategy and look for smarter ways to boost your retirement wealth. In this financial health check, our experts can help you explore tax effective strategies and alternative options for growing and protecting your savings. Book your consult* today.

During your consult*, you will explore

  • Tax effective strategies to protect your wealth
  • Investment ideas for your portfolio beyond cash & shares
  • Super strategies to consider post 1 July 2017

Experience the Dixon Advisory difference

  • Multi award-winning advice you can trust
  • SMSF pioneers and industry-leading experts
  • Providing fee-for-service advice for more than 30 years
  • Empowering your decision-making through education
  • Partnering with more than 20,000 Australian families to manage their wealth.

 

Meet with an experienced director who will help you review your financial strategy and explore ideas to grow and protect your retirement wealth.

Book health check*