Partnering with Heart Foundation

Thanks to the generous support of Heart Foundation (HF) donors and because of critical ongoing research, HF has made significant progress in managing heart disease and enhancing the lives of those living with the condition. The foundation’s work therefore assists in increasing longevity and improving the quality of retirement for people affected.

With this in mind, it can be important for HF donors to consider whether their finances can support their intended level of comfort in retirement. And to provide an opportunity to find out, the foundation has engaged self managed superannuation experts Dixon Advisory to support donors with information about how to prepare for and maximise wealth in retirement.

What does this mean for you?

At Dixon Advisory, we will host a range of seminars* designed specifically for the foundation’s donors. Held throughout the year, these informative seminars can help you navigate the opportunities and challenges presented by today's dynamic economic and investment environment.

We are also pleased to offer Heart Foundation members a complimentary financial consultation* 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 helped clients 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 an effective super structure
  • proactive investment advice
  • estate planning and intergenerational wealth transfer strategies
  • help managing public service superannuation benefits.

Prefer to speak to someone directly?

David Calvert

Managing Director, Family Wealth Management
BCom, CPA

As a member of the Dixon Advisory leadership team and Managing Director of Superannuation, David Calvert brings significant expertise in self managed super funds (SMSFs), retirement and investment strategies to Dixon Advisory’s clients.

As the head of the Brisbane office, David is committed to building the firm’s presence in south-east Queensland and northern NSW. He is responsible for overseeing the administration of more than 4,500 SMSFs with approximately $6.5 billion in assets, and is also an expert presenter at the firm’s regular SMSF education seminars.

07 3565 9301

 

Ryan Cormican

Director, Family Wealth Management
CFP, BEc, MAppFin

Ryan is a senior adviser and a member of the leadership team in Sydney. Ryan’s role is educating clients on Dixon Advisory’s broad range of capabilities and how we can help them navigate the complex world of taxation, super and investments.

Ryan believes in building long-term, personal relationships with his clients, one of the core values embraced by founder Daryl Dixon. “I feel fortunate to have witnessed first-hand the attention, care and respect Daryl Dixon has for his clients. His treatment of his clients continues to reaffirm my decision to choose advisory as a career.”

02 8622 9199

 

Madison Kennedy

Director, Family Wealth Management
BFin, LLB, MAppFin, GDLP

Madison is a member of the leadership team in Canberra, and has a breadth of experience in wealth management. With a passion for investing, an interest in the dynamic nature of financial markets and an intimate, thorough understanding of Dixon Advisory’s service offerings, Madison partners with clients to help them make the most of their family wealth. Her expertise and passion makes her an integral part of the Family Wealth Management team.

After speaking with Madison, you can make a more informed decision about whether the solutions Dixon Advisory offers may be suitable for your circumstances.

02 6162 5538

 

Kane Miller

Director, Family Wealth Management
BCom (AccFin), CA

Kane Miller is a qualified chartered accountant and member of the leadership team in Melbourne. One of his key responsibilities is leading our education seminar program in Melbourne.

As a self managed super fund (SMSF) specialist with over a decade’s accounting experience, Kane draws on his expertise to assist clients and mentor staff. After speaking with Kane, you can make a more informed decision about whether the solutions Dixon Advisory offers may be suitable for your circumstances.

03 9411 4068

 

Larissa Hall

Director, Family Wealth Management
CFP®, BIntBus, DFS, GAICD, MAppFin, MBA, SAA, ADA1

An experienced investment and strategic financial advice expert, Larissa Hall provides tailored quality investment advice in line with the Investment Committee’s recommendations to suit client’s individual goals, needs and preferences.

Larissa also provides strategic financial advice that is tailored to her clients’ individual circumstances and objectives. She specialises in tax-effective wealth creation, superannuation and retirement planning, wealth protection and government benefits. After speaking with Larissa, you can make a more informed decision about whether the solutions Dixon Advisory offers will be suitable for your circumstances.

03 9411 4045

 

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