Peace of mind
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.
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Do yourself a favour !
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.
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A SMSF solution
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.
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Joe and JudySydney
- 2 reviews
Professional, excellent advice and management of portfolio
We are a retired couple who have had our SMSF portfolio managed by Dixon Advisory for the past 9 years. We are extremely happy with the service provided. We feel that the research is very thorough prior to any recommendations being made. We really like the fact that we get recommendations from our Financial Advisor but that the ultimate choice of the investments we are involved in is ours. We also really appreciate that Dixon Advisory handle all the complex legal and taxation commitments in relation to the administration of our SMSF. We enjoy a...Read more
very professional but very friendly relationship with the Financial and Administration Advisors of our fund and really appreciate the excellent support we get from them and feel that Dixon Advisory suits our needs perfectly.Similar opinion? Write a review on ieatwords.com.au!
bikibabeSydney, NSW
- 10 reviews
Not what they used to be
July 9th 2018 Update: Not what they used to be
I have been with Dixons for over 8 years. Until recently they were very attentive, great on follow up and I had no reason to mistrust their advice. However over the past few years I have noticed a change in their delivery, which ironically has coincided with the departure of Max Walsh from their board. Very little follow up, but worse, their fast talking salespeople kept trashing my favourite stock representing one third of my portfolio which I had held for many years prior, eventually convin...Read more
cing me to sell the whole holding in favour of their own unproven managed funds. Since then, that stock has increased 30% and my portfolio balance has shrunk by the same percentage. Since discovered it was a 'buy' recommendation by many brokers at the time they pushed me to sell it. So much for their well-founded research. Not happy with my six figure loss. Thanks Dixons.Similar opinion? Write a review on ieatwords.com.au!
Our Financial Family.
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.
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Anthony CSydney, NSW
- 5 reviews
Professionalism, Integrity & Knowledge on a Global Scale!
Earlier poor experiences with Financial Planners made me very hesitant in seeking investment advice, over many years. Recent legislative changes, however, was the catalyst for once again seeking professional help.
From my very first meeting at Dixons, I knew I was in 'safe hands'- there was no sales pitch or urgency to sign up! It was all about understanding my concerns and providing the information for me to make an informed decision, in my own time. From the onset, their exceptional team, have displayed a wealth of knowledge, underpinned by ...Read more
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Excellent work!
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.
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Mike and KerrieCanberra
Excellent to deal with and good advice
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.
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FODCanberra
Highly professional
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.
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Confidence in volatile and uncertain times
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.
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Pam and PaulCanberra
Comments from long-time customers
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.
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Highly Professional and Expert Advice
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.
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Financial Planning advice and SMSF administration
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.
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Personalised financial advice
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.
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Iain G.Canberra
Credible. Engaging. Honest. Informative. Reliable. Responsive. Thorough.
Our experience with Dixons over the past (almost) decade has been consistently positive and productive. Our Financial Advisor, SMSF managers and accountants have all been highly qualified, clearly across current domestic and foreign market conditions and trends, diligent, pro-active, genuinely responsible and have strong inter-personal and relationship-building skills. Our engagement with Dixons has encompassed not only SMSF design and management but also broader financial planning, estate planning and more. Uniformly, their counsel and service...Read more
s have and continue to both well meet our needs and expectations. The range of formal financial management knowledge and skills and the depth and diversity of the long-term domestic and international market experience available within the firm are both re-assuring and self-commending. Without qualification, we recommend Dixons to those seeking a comprehensive financial planning service.Similar opinion? Write a review on ieatwords.com.au!
JackCanberra
- 3 reviews
Excellent Service Over Many Years
I first received advice from Daryl Dixon in the 1980s and that has continued with Dixon Advisory until the present time. During this time, my Investment Adviser, Financial Adviser and SMSF Manager have always provided excellent service and in a timely, consultative and friendly manner. I particularly like the idea of the Investment Committee providing their recommendations on the various opportunities that arise. These recommendations generally reflect my changing personal circumstances as I age and move to a more conservative risk profile....Read more
Also, I find the various seminars and talks throughout the year to be most informative. Overall, I'm very pleased with the service provided and would have no hesitation in recommending Dixon Advisory to anyone interested in establishing a Self Managed Superannuation Fund.Similar opinion? Write a review on ieatwords.com.au!
Dixons and Us
During the past 8 or more years that we have been associated with Dixon Advisory, we have always been treated courteously and professionally by the Advisors and staff with whom we have had contact. Any question was always answered properly and completely so there was never any doubt of the situation and what our action should be. Staff at all levels with whom we have had contact, have been totally aware of our financial situation and could always respond to any enquiry made of them at a level that we could understand. We have never been concern...Read more
ed of just where our financial position lay as we were kept abreast at all times. A pleasure to deal with the knowledgeable staff at all levels and be assured of always receiving the most professional and relevant advice that we could hope for.Similar opinion? Write a review on ieatwords.com.au!
Never looked back after joining Dixons.
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.
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Joanne and JackBrisbane, Queensland
Conservative but oh so safe and secure
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.
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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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