This document introduces Dixon Advisory, an Australian financial advisory firm that partners with organizations to provide financial wellness programs. It notes that Dixon Advisory has over 40 partners and has helped over 20,000 Australian families with 30 years of financial advice experience managing $7 billion in funds. It states that financial issues are a top cause of stress for many Australians. Dixon Advisory works with organizations to design tailored financial education programs to help members make better financial decisions and grow their wealth through seminars, insights, and financial health checks. The benefits of partnering with Dixon Advisory include improving members' financial literacy, helping them find opportunities to grow wealth, and broadening the partner organization's offerings and member engagement. It provides Engineers Australia and The Heart Foundation as

1. Introduction to Partnerships
PART OF THE EVANS DIXON GROUP

2. WHO ARE WE?
LOCAL FIRM, GLOBAL OUTLOOK.
“Trusted partners of
industry and member
based associations across
Australia”
Number of community
groups, corporates
and industry bodies
we partner with
40+
Partners
The number of
Australian families
that have benefitted
from our financial
expertise
20,000+
Our legacy of
providing
fee-for-service
financial advice.
30 Years
Funds under advice
managed across
nearly 5,000 client
relationships
$7+ bn

3. Why is financial wellness
a significant issue?
Stress can cause
disengagement and low
workplace satisfaction,
resulting in an estimated
3% impact on the bottom
line.
3%
of Australians cite
financial issues as their
top cause of stress.
49%
1/2 of Australians worry
over their finances… and
it affects their home and
work lives

4. 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
leaders
Financial health
checks

5. 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
ENGINEERS
AUSTRALIA

6. 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

7. contact us
LET’S WORK TOGETHER
Lee Eaton
Director - Family Wealth Management
T 02 8622 9119
Lee.Eaton@dixon.com.au