Is it time to review your financial strategy?

Financial Health Check*

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Call for a Financial Health Check*

Is your financial strategy helping you achieve your life goals? Now may be the time to review your plans with the help of specialist advice, and find smarter ways to help grow and manage your retirement wealth. In this financial health check*, our experts can help you explore tax effective strategies and alternative options to make the most of your savings. Book your financial health check* today.

Education seminars – your wealth, your way

Whether you’re interested in learning about investing, retirement super strategies or running your own SMSF, it’s never too late to start your wealth journey and take control of your family wealth. Sign up for one of our free education seminars* today and let our experts show you how it’s done.

REGISTER FOR A SEMINAR NOW

Experience the Dixon Advisory difference

  • Receive trustworthy advice paired with an award-winning service model that focuses on your unique situation and needs.
  • Stay ahead with proactive investment and superannuation advice with an emphasis on tax effectiveness.
  • Minimise disruptions later by working with experts to shore up your retirement and estate plan.
  • Join more than 20,000 Australian families who have benefitted from Dixon Advisory’s 30-years of experience helping to grow and manage wealth.

 

During your financial health check*, you can explore

  • Tax effective structures to help manage your wealth
  • Superannuation and estate planning strategies
  • Appropriate investing for the current environment

 

Meet with a wealth management specialist who will help you explore ideas to help grow and manage your retirement wealth.

Book financial health check*