Partnering with AuSAE

The Australian Society of Association Executives (AUSAE) established its reputation as a trusted voice of the profession, supporting the executives who represent associations throughout Australia and New Zealand throughout their careers. Just as AuSAE looks after the needs and interests of its members, Dixon Advisory has been helping Australians grow and manage their wealth for more than 30 years.

We are excited to partner with AuSAE to offer members investment advice, self managed superannuation solutions and expert insights which may help you shape your financial future.

How will this help you?

To launch our new partnership, we will be hosting a range of informative seminars* designed specifically for AuSAE members. They can help you navigate the opportunities and challenges presented by today's dynamic economic and investment environment.

We're also pleased to offer:

  • Complimentary financial consults* which can aid you in better understanding some of the general investment and tax-effective strategies available to support your wealth creation journey.

For more than 30 years, Dixon Advisory has assisted clients to identify, prioritise and achieve their financial goals by assessing their overall situation and developing a customised strategy to help grow and manage their wealth. Some of the key areas we provide Dixon Advisory clients guidance on include:

  • transition-to-retirement tax strategies
  • working out the most effective super structure for you
  • proactive investment advice
  • estate planning and intergenerational wealth transfer strategies
  • help managing public service superannuation benefits.

 


Prefer to speak to someone directly?

Lee Eaton

Director, Family Wealth Management
CFP®, BCom, BAsS, GradDipFP

Lee Eaton brings his considerable expertise in financial planning strategies, personal tax effective strategies, super and retirement planning, wealth accumulation strategies and insurance to support Dixon Advisory clients with the highest standard of service and advice. He also oversees internal training and development of staff.

Lee’s approach to financial advisory is to explain strategies in an easy-to-understand, jargon-free manner and develop ongoing strategies with clients that will benefit them in the long term. He says, “I enjoy working with people and helping them develop personal strategies that will place them in a better financial position”.

02 8622 9119

 

 

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