We can’t create more hours in the day,​
but we can help clarify, direct and organise 
your financial strategy

 

Our Executive Financial Advice Service focuses on prioritising strategies that give you direction and flexibility. Here’s how it works:  

  • Introductory discussion

    To help understand your goals and what advice is required

  • Develop your strategy

    We analyse the options and create a clear plan to help work towards your priorities ​

  • Manage and refine your strategy

    We personalise based on the level of assistance you need

Talk to one of our specialist financial advisers     BOOK NOW

What we can do for you

With official cash rates at historic lows and the prospect of more changes to tax and super, some investors managing their portfolio may feel challenged. In this complimentary consultation our experienced specialists can help you understand these challenges and discuss current opportunities and options.

Why executive Advice is different

With official cash rates at historic lows and the prospect of more changes to tax and super, some investors managing their portfolio may feel challenged. In this complimentary consultation our experienced specialists can help you understand these challenges and discuss current opportunities and options.

How we can help you

An executive role often leaves little time to devote to your own finances. Engaging a specialist financial adviser can take the pressure off you – help you make the most of your strong earning potential, save you time and create flexibility to support the next step in your career -  whatever that might be.

Our Strategic Financial Advisers have helped executives and senior professionals in the private sector and public service to navigate complex financial and career transitions, including early retirement, pivoting to a non-government organisation, owning a business, changing to a new career, or transitioning to a part-time role.

We look forward to helping you.

Why see an experienced financial adviser

They can help you overcome these common issues:

  • wasted opportunity to maximise strong income
  • spending too much time organising paperwork
  • overly complex financial and investment strategies
  • not making the most of available tax concessions
  • inflexible arrangements that lock you in to your high income
  • making financial decisions on the run
  • paying too much for debt and insurance arrangements
  • product overlap and duplication
  • holding surplus cash ineffectively
  • ignoring your legacy and estate planning

Learn more at our webinar

While super is still very tax-effective, high-income earners can quickly use up all available concessions. For example the superannuation guarantee may use up the entire concessional contribution cap. Further, as soon as your super balance exceeds $1.6 million the ability to make other types of contributions is heavily restricted. What else can you do to build wealth?

Register your interest

"We believe the value of money is the freedom it provides."

Daryl Dixon, Executive Chairman, Dixon Advisory

  • 120yrs

    The combined experience of our Investment Committee.

  • 30yrs

    Our legacy of providing fee-for-service financial advice.

  • 8,000+

    The number of SMSF members we support.

  • 20,000+

    Australian families who have benefited from our financial expertise over the past 30 years.

  • $7bn

    We assist trustees to invest $7 billion in capital.

  • $250m

    Alongside our clients, our employees and their families and friends invest $250 million.

Talk to one of our specialist financial advisers*

Contact us today for more information by filling out the form or call 1300713048