Laura Hillier provides tailored financial advice to meet clients’ individual circumstances and goals, specialising in a range of strategies relating to retirement planning, wealth accumulation, superannuation including defined benefit schemes and personal tax management.
As a member of the Family Wealth Management strategy team, Laura provides her clients with general and specific advice on a one-off or ongoing basis, depending on their needs. She works closely with clients to help them understand their own situation better and carefully takes them through the implementation of strategies.
“My role is to structure a client’s position and set them up with strategies that will help them achieve their retirement goals,” Laura said.
“I enjoy the face-to-face interaction, meeting with clients and understanding their priorities and helping make a difference on a personal level.”
For Laura, it’s important that her clients feel part of the advice process and she encourages them to take an active part in the meetings and helps them to understand the benefits of the advice she’s recommending.
Laura was attracted to Dixon Advisory because of its fee-for-service model, which allows clients to “pay for the advice they want” and receive financial advice that is in their best interest.
Laura has a Bachelor of Mathematics and Finance from the University of Wollongong. Laura also has a Graduate Diploma of Financial Planning from Kaplan and is a Certified Financial Planner (CFP).