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It was Maya Angelou who once said, “I did then what I knew how to do. Now that I know better, I do better”, which is the premise behind Dixon Advisory’s hugely popular Wise program.

Dixon Advisory is a leading holistic family wealth management firm which has assisted over 20,000 Australian families with their financial future since being established by Daryl and Kate Dixon in 1986.

In 2015 Dixon Advisory started the Wise program, with the purpose of bringing like-minded women together in small groups, to give them the opportunity to discuss topics surrounding finances, superannuation and investments aimed at enhancing their confidence when it comes to financial decision-making.

The ADA NSW Women's Study Group and Dixon Advisory are pleased to invite you to two workshops of thought-provoking financial discussions in a warm and friendly environment, accompanied by champagne and nibbles.

Topics include

Whilst the workshops are designed to be attended in conjunction with one another, we still encourage you to join us, even if you can only attend one of the sessions.
  1. Foundations of wealth: This event will introduce you to Dixon Advisory and the Wise program and will cover the foundations to growing and managing wealth. It will include an introduction to superannuation and how to better understand elements such as super statements.
  2. Investment and super strategies: During this workshop you’ll explore different superannuation vehicles and ways that could help maximise super balances. It will then move into an investment discussion on the various asset classes and ideas to more effectively manage wealth inside and outside of super.

Learning Objectives

When you register to attend, you'll have the opportunity to meet and connect with other Women's Study Group (WSG) members and join an engaging conversation about finance.
 
"Having wasted money on financial planners who overpromise and underdeliver, Wise is a breath of fresh air. Designed for those of us who are time poor and want to cut through the smokescreen, Wise events deliver succinct and bite-sized information to enable you to feel confident about your financial decisions, with the guidance of a passionate team along the way."

ADA NSW WSG Committee Member Dr Josephine Ha
You are registering for:

Wise Financial Education Program

Additional details

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