Investment advice and portfolio management

By: Dixon Advisory  10-Nov-2011
Keywords: Investments, Investment Advice, Investment Strategy

With our investment advisory service, you have a personal relationship with your own Investment Advisor. This includes regular discussion to ensure you have the appropriate asset allocation and risk tolerance to achieve your personal goals.

Dixon Advisory adopts a committee approach to investing with all aspects of the investment process discussed and agreed to by members of our Investment Committee. The committee meets regularly to discuss investment strategies, market conditions and specific securities of interest.


You'll receive:

  • --Expert advice on managing your investments
  • --Diversification across major asset classes
  • --Regular monitoring of your portfolio
  • --Advice on investing in your SMSF

Keywords: Investment Advice, Investment Advisors, Investment Advisory, Investment Portfolio Management, Investment Strategy, Investments

Other products and services from Dixon Advisory

10-Nov-2011

SMSF Accounting and Administration

Our comprehensive SMSF accounting and administration service will take care of your fund's paperwork, and you'll have your own Superannuation Account Manager and tailored investment advice.


10-Nov-2011

Financial Strategy Advice

 Our Financial Advisors provide expert financial advice to reflect your unique situation. We consider your income, tax, salary package options and superannuation to help you achieve your individual financial goals.


Property investment advice from Dixon Advisory thumbnail
10-Nov-2011

Property investment advice

Our service includes: helping you decide whether investing in residential property is right for your overall strategic financial plan; market research to help identify suitable properties in the right areas; selecting the right property to maximise long-term returns; negotiating the best possible price; and ongoing management of your asset.


10-Nov-2011

Estate Planning and Legal Advice

Our team of specialist lawyers offers a unique service by collaborating with Australia's leading taxation, superannuation and succession experts to help you create wealth, legally minimise tax, and protect your assets, both during your lifetime as well as when planning to transfer your assets to the next generation