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Dixon Advisory

Dixon Advisory (page 2 of 9)

4.4 from 163 reviews

Reviews

4.4

163 reviews
5
(119)
4
(18)
3
(5)
2
(10)
1
(11)
  • Transparency
    2.1 (11)
  • Customer Service
    3.9 (17)
  • Rates and Fees
    1.4 (7)
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Dixon Advisory the place to find well informed advisors.

published

I have been with Dixon Advisory for 9 years. During that time my portfolio has shown pleasing results both in growth of value and the care taken to insure that my assets are well distributed over a range of investment products. The advisors and accountants that I speak to on a regular basis are always well informed and courteous. I have happily recommended this company to friends and family over the years.
A satisfied customer

Waxhead

WaxheadSydney, NSW

Poor advice, high fees, direct investments to own products

published

Our SMSF was (expensively) with Dixons for a short time 5 years ago. I've just looked over their advice we received at the time. They basically advised us to sell most of our performing assets and move into their own such as URF which have sustained large losses since. We didn't implement most of their advice but if we had we would have been down over $300,000! Obviously this was in the days before new regulations mandating the client's best interests as the priority!
A big advertising budget does not mean a quality service!

Poor performance high fees

published

High transaction costs for buy and sell of shares. Not proactive. Too much in fees always directing people to their products with low performance. Share price dropping. No real benefit over a public fund.

SMSF / Small Funds

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Dudded by Dixon related party investments

published

Just read the review by another Dixon SMSF client and have also lost money in URF, NEW and also ED1 float. I have been with them for 12 Months and lost more than $30K so far, will leave at end of financial year at this rate. Admin service is working well.

Money well spent.

published

Totally professional in all super advice and documentation provided by Nicholas and Nick. We have been with Dixon for over 4 years and are looking forward to more of the same over the next decade. Jack & Jean.

  • Verified customer

New to SMSF

published

I transferred my super across to Dixon about 2 years ago, and the transition has been very smooth. from the initial meetings with Alex and Randall to the ongoing management on the fund by Randall and Matthew, it has been comprehensive in the advice and information update. We now have my mothers financial management being handled by Dixons and the advice afforded by Laura and the other support team members has been invaluable in allowing us to set up her finance with all the complications of centrelink.
Would highly recommend the service

Self Managed Super Fund

published

Thank you to Brittany and Antony for your continued impeccable advice in relation to managing our SMSF.

We have always found you advice and service extremely professional and you understanding of our unique situation has made our lives simpler.The corporate culture is clearly right, as staff continuity is hallmark of Dixon Advisory's business. I have recommended this business to people looking for sound advice on their superannuation and retirement. This is something I don't usually do, but indicates my high levels of satisfaction with the service Katrina and I receive

  • Verified customer

Trust

published

Thanks Rahulan Ruckman and Komal Babani for guiding us in our SMSF experience in such a pleasant competant way. Always up to date and professional. Our first experience with one of the big banks was totally the opposite. Thanks for giving us advice we trust.
J&JH

Review collected in partnership with Dixon Advisory

Robert

RobertGold Coast

Simply The Best

published

Thank you Hazel Tan and Amanda Watson for your professionalism, competence, efficiency and attention to detail, for your advice and recommendations and administration. Hazel and Amanda are the Tina Turner of my SMSF: simply the best! Not only do they stay well informed but they are always accessible, friendly, sympathetic and attentive to my needs. Well done ladies, and Thank You.

SMSF / Small Funds

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Florina

FlorinaKellyville

  • Verified customer

A Team I Trust

published
Swamy

SwamySydney

SMSF advisor

published

Great service and advice

published

It is important to give credit when it is due. We have found dealing with Dixon very good.
Thanks to Randall Fulton, Lester Lagasca and Laura Coneliano, our financial lives have been made simpler and lower stress. Talking with friends who are also clients who are helped by other members of the Dixon team, they reflect a similar experience. The investments they offer (with zero pressure on whether we take any up) is with eyes wide open (of course with the vagaries of the investment world).
In investments, the only way not to lose money at times is to put the money under the bed.
Keep up the good work!

  • Verified customer

Where I go to invest my retirement savings?

published

My impression of DA over the last 7 years is that they have been developing investment opportunities with the aim of protecting retirement savings and which will provide a reliable income. Our Investment Manager is Rahulan Rukman. He has impressive qualifications and has guided us into sound DA investment opportunities and a spread of other diverse investments. I am happy to pay the fees that DA require to be a part of their smarter approach to investing our retirement savings and managing our SMSF for us.

unhappy washer

unhappy washerSouth East Queensland, QLD

  • 2 reviews

I think we've all been conned !!!

published
1 comment
Dixon Advisory
Haydn S.Dixon Advisory

Dear Sir/Madam, I am a Director in our Brisbane office and would be happy to discuss your concerns over the phone or in person. I have sent you a private message with my direct contact details. Regards, Justin Power.

Bomber

BomberMelbourne

My decade experience with Dixon Advisory

published
SMSF / Small Funds

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Pjyclarke

Pjyclarke

  • 2 reviews

Make my ‘Super’ life easy.

published

I am so happy with the advice and help I get. My husband was the one who looked after and had all contact over our Super Fund. Your staff have been most helpful and patient in getting me up to speed with all this. I highly recommend Dixon Advisory.

Graeme

GraemeCanberra

Completely Satisfied

published

My wife and I have been clients with Dixon Advisor for over 10 years and we have always been completely satisfied with the administration of our SMSF and the investment advice we have received.

There have, of course, been personnel changes over the years, but we have found all the staff to be very professional, highly competent, well-informed, accessible, friendly and very attentive to our needs. This very much includes our current ‘team’ of Dyon, Daniel and Komal.

The regular seminars offered by Dixons are very informative and we have also used, and been very happy with, Dixon’s estate planning services.

Great Partnership with Dixon Advisory

published

My wife and I started up our SMSF in 2012, after approaching Dixon Advisory for advice.

This decision has enabled us to reach our goals in retirement with minimal risk, and provide an income for us.

Our dedicated financial advisor Amiee and fund managers Jacqueline and Ben and their teams have provided investment support with a very friendly approach. We are confident with ongoing management provided by Dixon Advisory and have no hesitation in recommending your services.

Tony and Liz

Taking the hassle out of SMSF

published
Jane and Des

Jane and DesBurradoo

Extremely happy we have Dixons manage our fund

published

We have been clients with Dixon Advisory since 2005 and have always found them very professional and helpful to deal with. Costs are very competitive compared to our previous industry super fund.

Ryan Maxwell manages the paperwork for our fund and could not be more helpful or obliging. The level of detail required is not something we would attempt to manage ourselves. Our investment team (Lyle Meaney, Brian Kim & James Israel) have always been very efficient.

The regular seminars are very informative. We have purchased a number of successful investment products developed by Dixon Advisory and will certainly continue to do so in the future.

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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.

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