WHO ARE WE?
LOCAL FIRM, GLOBAL OUTLOOK.
“Trusted partners of
industry and member
based associations across
Number of community
and industry bodies
we partner with
The number of
that have benefitted
from our financial
Our legacy of
Funds under advice
nearly 5,000 client
Why is financial wellness
a significant issue?
Stress can cause
disengagement and low
resulting in an estimated
3% impact on the bottom
of Australians cite
financial issues as their
top cause of stress.
1/2 of Australians worry
over their finances… and
it affects their home and
At Dixon Advisory, we understand the financial pressures people face and can
partner with your organisation to design a financial wellness program to help
your members make better informed decisions to grow their wealth. We work
with you to tailor an education program to the needs of your members and can
engage people in a variety of ways.
WHat we do
Education seminars Insights from our
Why work with us?
1. Improve the financial literacy of your members
2. Help your members uncover opportunities to grow their wealth
3. Broaden your offering and improve engagement with your members
We have a successful track record with organisations like Engineers Australia, The
Heart Foundation and many more small and large organisations
how it works
Our financial wellness programs are designed with input from Dixon
Advisory’s highly respected Investment Committee, which include some of
Australia’s leading financial minds, investment and superannuation experts.
These seminars are designed to be educational and informative, yet easy to
follow and do not require any prior knowledge or preparation.
We work with you to:
1. Explore the overall opportunity to determine if there is a mutual fit
2. Define a partnership that could deliver value to both our organisations
3. Design a financial education program that would be relevant and valuable to your members
4. Collaborate with you to construct a plan for increasing awareness and engagement
5. Manage the relationship through a dedicated and experienced partnership executive
LET’S WORK TOGETHER
Director - Family Wealth Management
T 02 8622 9119