Do you have the right financial guidance?

The pursuit of financial freedom in retirement can sometimes feel like climbing Mount Everest. Reaching the summit promises great satisfaction and joy, yet the process of getting there can be a daunting undertaking without the help of an experienced guide or support team. In the same way, having the support of an expert guide can make all the difference to your financial journey and the nest egg you ultimately accrue for retirement.

Here are a few reasons to consider finding your own financial Sherpa through Dixon Advisory.

Like the Sherpa, we’re native experts in our field

Sherpas are native to the Himalayas and are experts at navigating the dangerous mountain terrain. You can trust a Sherpa to know the landscape better than anyone. In a similar way, you can trust Dixon Advisory to understand super and financial advice because we’re experts in our field.

At Dixon Advisory, we’re pioneers in the self managed superannuation industry and have been partnering with clients to help them navigate the complexities of super since 1986. For more than 30 years, our founders have mentored teams of accounting, investment, financial advice and estate planning specialists to help more than 20,000 Australian families reach their financial goals.

Testament to our expertise are the numerous industry and service awards we’ve won over the years including, most recently, being recognised as an ABA100 Winner for Service Excellence in the 2017 Australian Business Awards.

Like the Sherpa, we can carry the load you can’t

Living at high altitudes means Sherpa have great strength and stamina, giving them the ability to relieve climbers of their heavy loads so they can focus on the climb. Likewise, we have the know-how and resources to take some of the hard work out of running self managed super funds for our clients, so they can spend more time doing the things they love.

When it comes to retirement services, we are a one-stop shop. Our accounting systems and processes are streamlined and transparent, making it easy for you to tend to your obligations as the trustee of your fund in a timely manner. Our estate planning, financial advice, investment and accounting services work together to help you:

  • set up and run your own self managed super fund, including pension accounts
  • receive proactive and strategic financial advice
  • identify domestic and global investment opportunities
  • identify and mitigate risks
  • manage your cash flow
  • manage the day-to-day paperwork and compliance requirements
  • complete your fund’s financial statements and tax return on time
  • organise the auditing and actuarial processes.

You can be involved in as much or as little of the running of the fund as you want, but we’ll be right by your side every step of the way. Your team will actively monitor your portfolio, give you access to online reporting through a secure portal and ensure you stay on top of any legislative or compliance requirements.

Like the Sherpa, we’re your lifeline but you’re still in control

While a ‘Sherpa’ is traditionally considered a lone ‘mountain porter’ with great mountaineering skills, the Sherpa are actually part of a larger ethnic community. Likewise, at Dixon Advisory, you will have a dedicated account manager as well as an investment adviser, but you’ll be part of an entire network of investment, financial, superannuation and estate planning specialists. You’ll benefit from the global perspective of our highly experienced Investment Committee and receive their unique market analysis and insights.

This leaves you to focus on your ascent!

As a client, you receive more than just advice and premium service. To sharpen your skills, you can also attend educational seminars, the annual investor conference as well as an award-winning financial education program specifically tailored to empower the women in our community, offering them a forum to meet and explore financial matters in a relaxed and informal setting.

As with mountain climbing, your finances can be a source of empowerment and accomplishment – or a great deal of stress and anxiety. Help yourself by finding the right wealth partner. 

This article may contain general financial advice and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Any forward looking statements are based on current expectations at the time of writing. No assurance can be given that such expectations will prove to be correct.

Interested in learning more?

What the recent rise in the Aussie dollar means for investing

Lyle Meaney, Managing Director, Wealth Advice

Market attention in July and August was—unsurprisingly—focussed firmly on the path of the Australian dollar (AUD). After it broke free from its...Read more

Four key insights from the 2017 financial year

Madison Kennedy, Director

As we’re now immersed in the new financial year, it’s timely to reflect on how global markets played out over the 2017 financial year (FY17) by...Read more

Want to learn more about super?

Whether you’ve had the same super fund or investment structure in place for some time, your personal circumstances and balance may have changed – which is why it makes sense to review your arrangements. But where do you start? By using our simple guide, we show you five key areas you should consider when comparing options, which can help make it easier to make a more informed choice about your super and determine the most appropriate solution for you.

Download our guide to review and compare your super

In this section

Our insights

Dixon Advisory

Dixon Advisory is a holistic family wealth management firm supporting over 8,000 Australian members to manage their wealth for retirement through self managed super funds (SMSFs).

Want to keep informed?

Receive regular insights on a range of financial and investment topics.