At Dixon Advisory, we’re committed to meeting the changing family wealth needs of our clients. As a leading firm, our team of financial advice specialists are here to help you manage your wealth aligned with your personal circumstance and the shifting legislative and economic landscape.
At the heart of our business are our people. From a leadership team comprising some of Australia’s most inquiring economic minds to senior professionals drawn from top global financial services companies and the leaders of tomorrow hand-picked for our competitive Graduate Program, we employ the finest and brightest who strive to deliver the best possible outcomes for our clients.
Every person has been selected for their knowledge, education, experience and unwavering commitment to service excellence. From the insights of our investment and advice committees to personalised service from a range of specialists including SMSF accountants, estate planning lawyers and mortgage advisers, as a client, you’ll be partnered with a family wealth adviser who will work to understand your wealth creation and financial goals. This allows us to tailor our advice and deliver expert quality services, giving you the confidence to take control and make more informed decisions for your financial future.
Ultimately, our passion is delivering personal service and proactive advice. This is underpinned by the commitment of our team to help you achieve your financial goals, which has been our ethos for more than 30 years, built on the reputation of our founders, Daryl and Kate Dixon.
The global perspective and investment approach of our esteemed Investment Committee is supported by a wealth of knowledge across financial markets. Our committee approach to investing works because everyone has the same ethical outlook and thinks both for a client and as a client. As an investment advisory board for the firm, every client receives a tailored application of the Investment Committee’s advice to ensure the best positioning of their family wealth portfolio.View the team
Our esteemed Financial Advice Committee comprise highly experienced and knowledgeable professionals with diverse backgrounds in key areas that influence sound financial advice from strategic wealth management and self managed super fund (SMSF) strategies to taxation and law. Together they conduct in-depth examinations of legislation and the external environment to create strategies to help people maximise their wealth in retirement.View the team
Decades of experience and an unrelenting commitment to improving the lives of our clients underpin the ethos of our executive management team. With their combination of global expertise, together, the Dixon Advisory Leadership team ensures the firm operates with integrity, visionary thinking and service excellence to deliver personalised family wealth management for every client.View the team
Our Family Wealth Management team aligns Investment Committee insights to individual client strategic wealth management strategies. As leading wealth, investment and financial advisers, they help clients to manage investments, position assets for long-term wealth creation and capital security, and navigate the investment process with confidence. They also tailor wealth creation and protection, superannuation, Self Managed Superannuation Funds (SMSF), retirement and tax-effective strategies for our clients including optimising public service superannuation benefits and redundancies.
Our Superannuation team supports our clients with specialist superannuation and SMSF accounting, administration, taxation services and personal portfolio accounting. They are especially qualified to support clients with the establishment, administration and compliance of SMSFs and ensure they are aligned with their overall family wealth goals.
Our specialist team of wealth estate lawyers provides our clients with superannuation and SMSF succession and estate planning advice (including wills and trusts) to ensure a seamless and effective transfer of their assets, while remaining sensitive to the nature of this complex and personal process.View the team