Wise is an educational program that promotes informed financial decision making with the support of a community of likeminded women who empower one another to transform their understanding of finance. The program encourages women to meet, connect and learn about financial matters in a comfortable setting through a series of educational workshops. Facilitated nationally by the firm’s friendly experts, these workshops are run throughout the year on topics such as superannuation, investing, succession planning, financial planning and more.
Created for the women of Dixon Advisory in 2015, the program has received recognition in the form of Australian Business Awards in 2016 and 2017. Dixon Advisory is now part of the Evans Dixon Group and clients of both Dixon Advisory and Evans and Partners are invited to join the Wise community.
Find out more about our speakers – hover and click to read full bios
Inspired by Dixon Advisory’s client-centric approach and love of education, Katie began her career with the firm a decade ago. During her career, she has been an influential figure and a driving force behind the award-winning Wise program. Katie believes that talking, asking questions and sharing ideas is important to financial education, and loves that the program provides a forum for women to nurture their knowledge.
As a member of the senior leadership team, Madison (or “Madi”) has a wealth of knowledge and a passion for the dynamic nature of financial markets. As a Wise facilitator, Madi believes that being educated and informed can provide women with more options, independence and comfort in their lives. What she loves most about the Wise program is nurturing relationships and hearing stories from unique women.
As a member of the SMSF Accounting team, Pearl manages a team that proactively helps clients handle their year-round accounting requirements of their SMSFs. She also serves as a personal point of contact for clients to ensure high levels of service to help provide peace of mind. Pearl is passionate about seeing women build confidence and friendships through the Wise program, and is most satisfied when she can help others achieve their financial goals.
Larissa believes that open communication is the key to understanding and achieving her clients’ financial goals. Helping them feel more comfortable with financial decision-making is one of the many reasons she works with the Wise program. She loves using her extensive investment and financial knowledge to encourage women to come together and experience the confidence that comes from increased financial understanding.
As an experienced family wealth management specialist, Alice strives to be as responsive as possible to help clients feel more informed and comfortable at every stage. She is passionate about making finance more understandable and accessible to all Wise women, and feels the most rewarding part about working with the program is forming strong relationships with clients and watching their plans come to fruition.
Joy works with people all over Australia and is a great source of comfort and reassurance to those who rely on her extensive superannuation knowledge. Working with Wise helps Joy connect with all kinds of women as she finds new, creative ways of explaining important financial concepts – no matter their background, level of engagement or prior experience.