Financial advice

Take control of your financial wellbeing

At Dixon Advisory, we believe that careful management of your financial wellbeing is integral to building your wealth. We help our clients to identify, prioritise and achieve their financial goals by assessing their overall situation and developing a customised strategy for long-term wealth creation and capital security.

Receive expertly tailored financial advice 

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Partnering with us provides you with personalised advice from our team of specialist financial advisers. We will aim to ensure your financial affairs are appropriately structured and identify strategies that reflect your goals, income, tax position, salary packaging options, superannuation and risk tolerance. We specialise in:

Building and protecting wealth

  • financial strategies
  • tax-effective investments – including self managed super funds (SMSFs) and property
  • life insurance and income protection
  • executive wealth.

Planning for retirement

  • transition-to-retirement strategies
  • tax and contribution strategies
  • superannuation and SMSFs
  • SMSF succession planning
  • estate planning.

Retirement

  • optimising retirement position
  • pension balance transfer cap management
  • account based pension strategies
  • intergenerational wealth transfer strategies.

Managing public service benefits

  • defined benefit superannuation schemes, including Commonwealth Superannuation Scheme (CSS), Public Sector Superannuation Scheme (PSS) and corporate schemes
  • redundancy management.

Discover personal and expert financial advice

You can customise a personal strategy for long-term wealth creation by talking to our financial experts.