- Verified customer
So glad we are with Dixons
We have been with Dixon Advisory since Daryl was in a small office in Turner, and we continue to get terrific service now that we are in our retirement years. Our team has changed over the years, and all have been good. We enjoy our visits for our financial planning and really appreciate how our team takes an interest in our lives and especially in our money! Thank you Karina, Komal and Daniel and all that have preceded you.
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RichardMurrumbateman
- 2 reviews
- Verified customer
A Very Happy Client for Seventeen Years
I was first introduced to Daryl Dixon in early 2001 as I was preparing to retire from public service (5 years as a school teacher, then 22 years as a RAAF Officer followed by 14 years in the Australian Public Service) and it has proved to be the best investment move I ever made.
Back then, most investment advisors did not use a fee for service business model but relied on often hidden kickbacks from the providers of the products they recommended. In contrast, Daryl has always followed a fee for service model and even returned the kickbacks ...Read more
to his clients. I found this a most refreshing approach and this level of professionalism and integrity has been a hallmark of the service I have always received as a client of Dixon Advisory. In the early days I dealt exclusively with Daryl himself and then with Alan when he returned to Australia and joined his father. Brokering services were provided by Lyle Meaney (then an employee of ABN AMRO Morgans) and this very personal contact made me (as a small investor) feel really comfortable. I admit to feeling some concerns in the early 2000's as the firm was rapidly expanding but I needn't have worried. All the staff that I have dealt with over the years have provided the same care and attention that I had come to expect from Dixon's and I have been exceptionally happy with both the investment advice received and the administration of our SMSF. I have no hesitation in recommending Dixon Advisory to anyone seeking sound, professional and responsive service in any aspect of personal finances.
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Review collected in partnership with Dixon Advisory
D and MFadden 2904, ACT
Customised active financial advice we trust
Based on our personal experience as government employees with Darryl on superannuation, we looked to Dixon Advisory when looking to build wealth in retirement with an entity we could trust. Dixon’s offers a wide variety of services from qualified professionals in areas such as wealth management and legal/estate planning. Dixon professionals tailor their advice to suit your level of financial knowledge and experience and circumstances. They ascertain your risk profile and build their advice around it. They are proactive and innovative, looking f...Read more
or different investments to address the changing economic, social and financial climate. They listen, learn your circumstances and actively manage your affairs. We feel valued and are never treated like a number. Dixon people are accessible and very responsive and professional. There are some personnel changes as expected but the new people are always fully briefed so there are no gaps in knowledge or management of our affairs. Dixon Advisory makes having an SMSF easy and we have found it profitable. Documentation is clear, free presentations and information sessions are provided with senior personnel available for open question and answer sessions, and information about our current account status is readily available on line. We could not do this ourselves. We need a firm with a strong ethical management team employing professionals we can trust. We believe that we have that in Dixon Advisory.Similar opinion? Write a review on ieatwords.com.au!
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AnthonyCanberra
Two good decades in the market with Dixon
Twenty years a Dixon client this year! A lucrative outcome and a great education in the business of investment. I certainly benefited from Dixon's expertise, integrity and ingenuity in the pursuit of yield. Dixon has an excellent corporate culture and a strong commitment to the welfare of its clients.
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RonMurrumbateman
Very Happy
We first received financial advice from Dixon’s in the early ‘90s which enabled us to make some early investments both in and outside of super and which have provided excellent safe returns. In 2010, in the lead up to retiring, we investigated a number of financial management and adviser companies and decided to go with Dixon’s to set up a self managed super fund as they appeared to provide a good balance between service levels, professionalism and cost.
This has proved to be an excellent decision as we have been exceptionally happy with bo...Read more
th the advice received and the management of our funds. We have good access to our investment and financial advisors and our fund administrator who are very responsive to our needs. Certainly we have had the odd change in staff but have always felt that this has not affected us since there are systems in place which ensure we know what is happening and that changes are painless and seamless. We have also used and been very happy with Dixon’s in house estate planning services. Choosing Dixon’s to provide financial advice and to administer our self managed super fund has been one of the best decisions we have made as we have received good professional advice, achieved reasonable returns with minimal risk and done this all without having to spend too much time on the paperwork. Given the friendly responsive service, access to safe innovative investments and professional approach we have no hesitation in recommending Dixon’s.Similar opinion? Write a review on ieatwords.com.au!
Great Advice
We have been with Dixon Advisory (Gold Service) for seven years, during that time their advice has seen our SMSF grow every single year. They offer great investments and have access to products not available to ordinary consumers. They have also helped us restructure our SMSF to take the maximum advantage from the ever changing superannuation rules. I would recommend them to everyone and especially to those people on defined benefits pension schemes.
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J ReeveBrisbane
first rate advice on establishment and proactive in exploring investment opportunities thereafter
From October 2009, when our fund was established in a contribution phase, to the present (Oct 2017), when the fund is in the pension phase, Dixon Advisory personnel have been proactive in managing the fund's assets.
In my opinion the investment committee have sought out and comprehensively investigated fresh and innovative areas of investment.
Their expertise, within the investment committee and in the personnel involved in the day-to-day operation of the fund is applauded. I would strongly recommend Dixon Advisory to all currently savin...Read more
g for retirement within the main banking groups in Australia. In my experience the level of personal contact and the quality and accuracy of the advice has been exceptional. Considering the changes constantly being made to superannuation rules, there is no way I could have managed an SMSF on my own. John & Jenny (now only John)Similar opinion? Write a review on ieatwords.com.au!
Barb TScarborough
Client satisfaction
We have been with Dixon Advisory for a number of years. Their professional management of our affairs including the investment advice we receive is of utmost importance to us. Hazel Tan has been with us all the way and her support and her personal contact has made us feel part of a trustworthy company to deal with. Now that we have retired our financial portfolio is critical for us in securing a good income. We have had to seek her advice on a number of occasions and she has always provided us with excellent customer service with her ethical...Read more
approach in making us feel valued. We hope to continue this relationship with Hazel and Dixons over the coming years. We rate Dixons highly and we have not hesitated in providing their details to our friends and family.Similar opinion? Write a review on ieatwords.com.au!
Our experience of being involved with Dixon Advisory
My wife and I operate our SMSF under the supervision of Dixon Advisory.
We have found them to be very helpful with both the investment advice offered and also the excellent client contact provided.by their advisors.
Our portfolio has also benefited in recent times by the spread of investments on offer which have certainly added value to our SMSF..
As Dixon has grown so too has our knowledge of the investment mix available to us and because the investment committee has an active interest in many of these, we feel more comfortable participating in well researched offers available to us.
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JohnSydney
Highly professional services & Very customer oriented
I have been with Dixon Advisory for over 10 years and at all times I have found my managers and the staff to be ultimate professionals.
I have been very impressed with their patience in explaining what, to me, are sometimes sophisticated and complicated options and issues and then they are always prompt in acting on any requests I make.
I have no hesitation in contacting my Dixon operatives for their advice and opinions which prove very useful in
assisting me with my decision - making.
I don't hesitate to mention Dixon to my friends and relatives and to recommend them when appropriate
Regards
John McCumstie
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Client service
I often ring Dixon Advisory asking for various things such as transferring money and general help with the management of my affairs. I have always found a strong willingness from the staff at Dixon Advisory to help me. I would like to highlight the efforts of Francois Scheepers and Craig Cameron. They always act and assist in a highly professional and courteous manner. I cannot recommend them highly enough.
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Excellent Professional and trustworthy Superannuation Fund Manager
We have been with Dixon Advisory since 2009. We are very impressed with their professional management skills and the ongoing well researched investment advice we receive, especially from Hazel our Investment Advisor, Erin our Financial Advisor and Lester, Associated Director Superannuation. We transferred from one of the major Bank's Superannuation Funds and wish we had done so years earlier. We also enjoy and appreciate the Seminars and Investor Conferences throughout the year. We highly recommend Dixon Advisory.
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Another satisfied customer.
Dixon Advisory provide an excellent, highly professional service inspiring confidence and trust in their clients. I joined Dixon Advisory after the G.F.C. because of their successful reputation and their personalised approach to their clients. I appreciated being educated, involved and informed in the investment process. There is ongoing interaction with all the team members who manage one's portfolio aswell as ongoing advice taking into consideration changing needs and requirements as one ages.
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MaxSydney
- 2 reviews
- 1 like
- Verified customer
Very professional with personal attention.
We were with Industry Super Funds previously however had very limited interaction or involvement with investment decisions. That was one of the reasons for moving to a SMSF with Dixon's 5 years ago. We are consulted, advised and informed regularly at formal and informal levels. While we make the final investment decisions Dixon's provides us with a very comprehensive level of advice, information and administration services.
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Excellent service. Makes Super simple
We have been with Dixon Advisory for 8 years and we couldn't be happier.
The team have made Super simple. They are always in touch and are always happy to answer any of our queries.
We're more than happy to recommend Dixon Advisory.
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EdwardSt. George
- 13 reviews
- 5 likes
top notch SMSF advisors
I definitely recommend Dixon Advisors but, mostly, I HIGHLY recommend Victor to anyone and everyone I possibly can - professional staff, really good returns from their solid financial advice, no bulls or hidden T&cs etc.
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- Verified customer
Outstanding Management
I have been a client of Dixon Advisory since its inception and prior to that with Darryl in his Turner office.Thanks to the outstanding management of my SMSF by Dixons my recent retirement future is secure.I have at all times been impressed by the personal service, proactive advice, education and investment presentations,estate planning and the comprehensive management of my funds.I have great confidence in Dixons and have recommended them to many colleagues and friends who also have been impressed by the outstanding service that was provided.
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- Verified customer
Very professional.
We have been with Dixon Advisory for nearly 20 years firstly with financial planning while running our own business then managing our portfolio into retirement.
We have found all the staff to be very helpful and professional while giving financial advice or portfolio management and would recommend Dixon Advisory to anyone seeking SMSF advice.
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Review collected in partnership with Dixon Advisory
Excellent financial advice and portfolio management
We have been with Dixon Advisory since 2010. After careful consideration and research we decided to invest through Dixon Advisory and have been extremely happy with that decision.
We have received excellent financial advice and portfolio management.
Although financial times have been tough in resent years our original investment has grown in value at a very impressive rate.
We recommend Dixon Advisory and thank their very professional and helpful Canberra staff.
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Mary and SteveHunter Region, NSW
- 2 reviews
Sound and helpful advice
We have had our SMSF portfolio with Dixon's for over 10 years and have been completely satisfied with the service provided. Our interaction with Dixon personnel has always been met with professionalism and they have provided knowledgeable and sound advice.
Dixon personnel are proactive in interpreting legislative changes and communicating these changes clearly to us and offering appropriate advice re the best course of action for our circumstances.
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Questions & Answers
Emikoasked
If we can't sell our Fort Street funds, how can we close our account and leave Dixson? Do you charge us an exit fee?
2 answers
Emiko, If you have an SMSF with Dixons you need to check with them on the procedure to close the SMSF. There are requirements to be met with the ATO. Dixons charged me fees to close my SMSF - a flat fee of $2990 plus about 1% of the value of each investment (up to a maximum of $399).
I do not know how you sell the Fort St funds if there are no buyers - maybe you have to wait until Dixons sell all the assets held by the funds. Ask them what they plan to do with the Fort St funds.
R
Emiko, you can move your entire fund to another accounting firm, your smsf owns Fort Street, not Dixon's. If you want to fold the fund and cash out, you'll have to wait for Fort Street to sell. As Dixons charges fees up front, wait until they have finished your end of year tax return, you've already paid for your end of year financials - you won't get a refund from them if they don't do it but you'll have to pay someone else to prepare it for you. Messy.
Anneasked
Does anyone think that Dixon Advisory in 2020 has changed under the new investment committee and administration and would be worth giving a second chance to manage one's SMSF? Any comments gratefully received.
2 answers
My experience with their investment advice was not good and I've since separated from Dixons. . They were OK with general administration of the SMSF .
I dont know if the investment committee has changed but be wary of them recommending their own financial products.
R
Thank you very much!
hate2seeitgoasked
Like many others, we are increasingly disillusioned with Dixons' tendency to push investments in which they have a stake, and we have lost a lot of capital as a result, so my question is: are people going to a different SMSF manager, or to industry funds or retail funds, what's your solution?
5 answers
Cant sell Fort Street (Walsh & Co. A subsidiary of Dixons) so stuck with an SMSF until all assets are sold. I dont trust advisors at all after this experience so opened a Commsec account and bought ETFs for now. Will go with an industry fund as soon as I can. Advised by Dixons that there is a long list of sellers and Fort Street has no buyers (also controlled by Dixons) but they will need to do something by June 2020. Till then, ETFs and a Commsec account is working better than my years at Dixons. At least I can trust myself.
I lost so much money with Dixon's I took my SMSF to another advisor. On his advice I have sold just about all the Dixon products and am in no fee paying ones now. I am completely disillusioned with Dixon's and regret having ever been a client.
Likewise, all Dixon products (except Fort Street that cant be sold) gone. Too unethical for me and funds are not performers. I lost a lot also on totally non performing funds recommended by Dixons that just happened to be their own products. Best advice is to get out or don't consider getting in.
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