??!

Reviews

4.4

161 reviews
5
(119)
4
(18)
3
(5)
2
(9)
1
(10)
  • Transparency
    2.2 (9)
  • Customer Service
    3.9 (15)
  • Rates and Fees
    1.6 (5)
Previous
Next

Peace of mind

published

We have had our SMSF portfolio with Dixon's for over a decade and have been completely satisfied with the service provided. One of the standout points is the personal service delivered by the Dixon accountants and investment advisors who have administered our SMSF. I doubt very much that we would be able to manage our SMSF without Dixon Advisory's professional and proactive assistance.



Do yourself a favour !

published

If you want informed, professional investment advice and a timely, comprehensive financial service to support you in running your SMSF, then do yourself a favour and link up with Dixon Advisory. We have been with them for a decade and have been most pleased with their service. Knowledgeable investment advisors and proficient accountants backed by a strong, research-based Investment Committee are the key to their successful operation.

A SMSF solution

published

I’ve been with Dixon Advisory for 10 years and have found the firm to be a very professional organisation. My interaction with all areas of the business has always been met with a knowledgeable, prompt and courteous response.



Dixon personnel are particularly good at interpreting legislative changes, communicating those changes clearly to clients and offering appropriate advice re the best course of action.

For those seeking to run a SMSF Dixon Advisory offers a very good framework.

SMSF / Small Funds

Find out how Dixon Advisory compares to other SMSF / Small Funds

Know better, choose better.



Compare all
Joe and Judy

Joe and JudySydney

  • 2 reviews

Professional, excellent advice and management of portfolio

published
bikibabe

bikibabeSydney, NSW

  • 10 reviews

Not what they used to be

published

Our Financial Family.

published

From our first meeting, we felt that we were welcomed, and listened to. Our needs were considered in a supportive environment, and a plan was devised with input from a professional team. Regular meetings with our personal adviser and other support members engenders the feeling of 'family' further. We feel confident that at all times the financial decisions are based on up to date research, this is further enhanced by opportunities to attend seminars, meeting with Board members as well as guest speakers of National and International standing. This empowers us to assist in making more informed decisions. We are confident that our retirement nest egg is in the good hands of our DIXON family.

Anthony C

Anthony CSydney, NSW

  • 5 reviews

Professionalism, Integrity & Knowledge on a Global Scale!

published

Excellent work!

published

The service Dixon Advisory provided me with a much lower interest rate on my home and investment loans with the banks, than I could otherwise negotiate on my own. The solicitor said the settlement with Macquarie Bank was the smoothest they've seen.

Excellent to deal with and good advice

published

We have been dealing with Dixon since 2011 and have been very satisfied with their advice and service. This year with the legislative changes and my wife retiring presented us with new challenges. Dixon advisors (financial, superannuation and investment) have been excellent. Their advice has been clear and well presented and they have been able to answer all our questions. Thanks.

SMSF / Small Funds

Find out how Dixon Advisory compares to other SMSF / Small Funds

Know better, choose better.

Compare all
FOD

FODCanberra

Highly professional

published

Since our very first meeting with Dixons we were impressed with their professionalism. Their wonderful team provide a personal approach in advising, recommending opportunities and reporting within our portfolio enabling us to feel confident and assured of our retirement future. We would highly recommend Dixons to others and have already done so.

Confidence in volatile and uncertain times

published

Dixon Advisory provides us with the confidence that our retirement portfolio is actively being managed to safeguard our capital and maximise our returns. With our investment advisor and account manager we enjoy a friendly high level professional service. Nothing is too much trouble. Communication and diligence are excellent. Backed by a strong team of financial expertise looking ahead for opportunities and changes in the market, we are confident with Dixon Advisory and would recommend them to others.

Pam and Paul

Pam and PaulCanberra

Comments from long-time customers

published

We are wife and husband, and have had our self-managed super fund with Dixons for over 13 years. We have found that they assess our financial situation and needs accurately, and offer good and timely advice that is appropriate to our needs. They report on investments thoroughly, and are always available for advice when required. They have a wide range of expertise in-house, and a similarly broad range of investments to suit any portfolio. We would recommend them unreservedly to anyone for management of an SMSF.

Highly Professional and Expert Advice

published

I have been with Dixons for over 10 years and regard them as providing a highly professional and personalised financial service. The information and advice is well explained, thorough and structured without pressure.

Financial Planning advice and SMSF administration

published

We have engaged Dixon Advisory for over 8 years to provide ongoing financial planning advice and SMSF administration. We rate the team's service as excellent. They have specialists to deal with each area of our advisory needs, including financial planning, asset management and advice, SMSF administration and estate planning. We have been extremely satisfied with the quality of advice and the level of professionalism Of the team. We readily recommend their services to others.

Personalised financial advice

published

We recently engaged Dixon Advisory to prepare us a financial plan for retirement. From the outset all staff were professional and provided us with a clear, detailed plan for our future. We are delighted with the final product and we can approach retirement with confidence that our financial affairs are being well managed by a team of experts.

SMSF / Small Funds

Find out how Dixon Advisory compares to other SMSF / Small Funds

Know better, choose better.

Compare all
Iain G.

Iain G.Canberra

Credible. Engaging. Honest. Informative. Reliable. Responsive. Thorough.

published
Jack

JackCanberra

  • 3 reviews

Excellent Service Over Many Years

published

Dixons and Us

published

Never looked back after joining Dixons.

published

I joined Dixon Advisory to start my SMSF after attending one of their information sessions just over four years ago. They guided me through the hoops to develop an appropriate financial retirement plan. There's plenty of information on hand and regular market feedback with easy access to friendly specialised personnel for account management, investments, and strategies.

Joanne and Jack

Joanne and JackBrisbane, Queensland

Conservative but oh so safe and secure

published

Our good friends at Dixons have kept this fiscal anarchist on the straight and narrow - not an easy task but they have managed to be gentle and caring and diplomatic. The staff have been exceedingly professional and helpful and the investment committee show uncanny insight and judgement across the board. Their particular mastery of various US sectors is inspiring. So glad to be on board.

Page 4 of 9
See all Dixon Advisory reviews

Questions & Answers

Emiko

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
Gibbo
Gibbo

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

Hornswoggle
Hornswoggle

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.

Anne

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
Gibbo
Gibbo

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

Anne
Anne

Thank you very much!

hate2seeitgo

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
Jayel
Jayel

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.

Anne
Anne

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.

Jayel
Jayel

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.

Get an answer from our members and Dixon Advisory representatives

ieatwords.com.au has affiliate partnerships. These do not influence our content moderation policies in any way, though ieatwords.com.au may earn commissions for products/services purchased via affiliate links.