3.6 / 5
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NON VALIDATED REVIEWS
Usually stable businesses have more than 5 authority websites mentions, this one has 17 authority websites mentions and 0 mentions in other websites
Based on 30 reviews
Smart.Reviews
3.6
30 reviews
Dixon.com.au Review
The financial advice experts Strategic financial advice complete SMSF admin service solutions and wealth management
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Last update: Wed, Mar 9, 2022 2:11 AM
It only became apparent to me after several years with Dixons that the first priority of their financial advisory team was to promote Dixon products with little regard to the balance of my portfolio. They also recommended investing directly in the Evans Dixon IPO (which I fortunately declined). I guess I am one of the more fortunate ones who exited Dixons prior to the URF unit price crash and did not take too much of a financial hit.
I am do not understand why Dixons are still getting 5 star ratings for their financial services. Maybe 5 stars for administrative service but I would be very wary of using their financial advisory services - do your homework first on any of their recommendations and make sure the investments are at least listed on the ASX so you can sell them more easily. Quite a few were not listed and consequently difficult to sell.
#delivery(3/5) #price(3/5) #quality(3/5) #customer service(3/5) #on-time(3/5)
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.
#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)
#delivery(3/5) #price(3/5) #quality(3/5) #customer service(3/5) #on-time(3/5)
#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)
Would highly recommend the service
#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)
Dixon did a thorough review of our situation and came up with solid recommendations with regards to:
1. The mix of our SMSF investments (ours - mainly Australian shares with a lot of franking credits), and recommendations on potential remedies for diversification.
2. Address the funds and personal taxable positions for the now and the future and how to remedy any issues.
3. Address the SMSF set-up and structure from a legal and inheritance perspective so that surviving partner(s) don't have the stress when you don't need that.
The concern we had that our fund only had 400K of assets and that the implementation and ongoing cost would cost us a fair bit. The cost of all of the above actions as upfront quoted to us were in the end very reasonable and cost beneficial, in fact the recommendations offset the majority of the cost to implement, with benefits flowing into further years.
A pleasure to deal with the staff involved, who are competent and capable and responsive
#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)
The other aspects of SMSF viz. the administration, preparation of financials, arranging audit and actuarial services are all done professionally and seamlessly.
I strongly recommend Dixon Advisory to SMSF clients to take the regulatory burden off the shoulders of the trustees and get the right advice at the right time.
#delivery(4/5) #price(4/5) #quality(4/5) #customer service(4/5) #on-time(4/5)
#delivery(4/5) #price(4/5) #quality(4/5) #customer service(4/5) #on-time(4/5)
A big advertising budget does not mean a quality service!
#delivery(3/5) #price(3/5) #quality(3/5) #customer service(3/5) #on-time(3/5)
#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)
Nothing is ever a problem & the staff are totally client focused at all times.It's fantastic value for money.I greatly appreciate the terrific support I receive from Alex Haywood,William Linnett & Hannah Doherty-McMillan.
An above average Service provider.
Michael McDowell
October 8th 2018 Update: My view as a long term client of Dixon Advisory
I have been with the Fund 11 years
It's a first class service & great value for money.
High quality & capable staff who have a client focus at all times
Strong focus on education of clients on Superannuation & investing.
#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)
#delivery(3/5) #price(3/5) #quality(3/5) #customer service(3/5) #on-time(3/5)
In my opinion the investment committee have sought out and comprehensively investigated fresh and innovative areas of investment.
Their expertise, within the investment committee and in the personnel involved in the day-to-day operation of the fund is applauded. I would strongly recommend Dixon Advisory to all currently saving for retirement within the main banking groups in Australia.
In my experience the level of personal contact and the quality and accuracy of the advice has been exceptional. Considering the changes constantly being made to superannuation rules, there is no way I could have managed an SMSF on my own.
John & Jenny (now only John)
#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)
#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)
#delivery(3/5) #price(3/5) #quality(3/5) #customer service(3/5) #on-time(3/5)
#delivery(4/5) #price(4/5) #quality(4/5) #customer service(4/5) #on-time(4/5)
#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)
#delivery(3/5) #price(3/5) #quality(3/5) #customer service(3/5) #on-time(3/5)
One criticism though - the recently proposed changes to the investment parameters governing the original APOF 1 investment fund. The original proposal, given it is an in-house product, provided the investor a finite date for this investment even though some fluidity did exist in this regard. I have been assured at this point in time, there are willing buyers for this stock however, given the absence of a true market, the disposal/acquisition could come at a cost and one has to bear in mind, these changes have been made without an undertaking of asset revaluations on a regular basis. Looking around the room at seminars etc., in-house investments in perpetuity with the aging nature of the customer base could simply create issues for the Executers of Estates without an open market in which to sell.
#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)
Usually stable businesses have more than 5 authority websites mentions, this one has 17 authority websites mentions and 0 mentions in other websites
Dixon.com.au Review
The financial advice experts Strategic financial advice complete SMSF admin service solutions and wealth management
Dixon.com.au Customer Service Contacts
No contact details for this company.
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A satisfied customer
3 years ago
review by Satisfied H.
#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)